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Showing 221 - 230 of 13463 results for "Adviser"

Centrepoint completes $3m client book acquisition

VINNY VUCAGO  |  THURSDAY, 2 JUL 2026
... complementing its broader network of self employed and authorised representative advisers. FAM operates as Centrepoint's employed adviser business, providing comprehensive financial planning services while generating reoccurring revenue through ongoing ...

Bell Potter launches private wealth platform

KARREN VERGARA  |  WEDNESDAY, 1 JUL 2026
Bell Financial Group (BFG) has launched Bell Potter Private Wealth (BPPW), a new platform that helps service its 300,000 clients with $92.1 billion in funds under advice. The platform centralises investment advice, portfolio management and consolidated ...

Tribunal shortens financial adviser's five-year ban

KARREN VERGARA  |  WEDNESDAY, 1 JUL 2026
Financial adviser Christian Henry has scored a partial win in reducing ASIC's five-year ban on providing personal financial advice to three years upon appeal. Henry was initially banned by ASIC while he worked at MWL Financial Services over advice ...

Esencia seals third merger

VINNY VUCAGO  |  WEDNESDAY, 1 JUL 2026
... Edwards and Debbie Warriner will join Esencia Wealth, with Edwards taking on the role of partner and senior financial adviser and Warriner continuing in client operation. The broader merger also adds a team of 10 employees to the advice firm. Esencia ...

Stablecoins a key to instant access to global credit markets

MATTHEW WAI  |  TUESDAY, 30 JUN 2026
As the world enters a digital age, digital assets like stablecoins are not only opening doors for assets like private credit funds that were exclusive to institutional investors, but also a debt universe that is no longer limited to the domestic market ...

ASIC calls out platform trustees: 'Clear breach of trust'

RIDDHIMA TALWANI  |  MONDAY, 29 JUN 2026
... licensee submitted applications to rollover superannuation balances containing the falsified signatures of a deceased adviser," she noted. "In this age of rapidly evolving technology and data-driven intelligence, it is extraordinary to see some trustees ...

Corruption, governance risks: The cost of doing business in emerging markets?

KARREN VERGARA  |  FRIDAY, 26 JUN 2026
Beyond a governance issue, corruption is a major deterrence to capital flows, undermines long-term development and carries crippling social costs. Seasoned investors, though, are quick to challenge the notion that corruption and governance risks are ...

HUB24 appoints Formica to board

VINNY VUCAGO  |  FRIDAY, 26 JUN 2026
... Culture, Audit and Nomination committees. The appointment comes as HUB24 continues to expand its product offering and adviser capabilities. In May, the wealth platform partnered with life insurer TAL to launch a lifetime super solution through HUB24 ...

ASX to focus on pattern of problematic behaviour in listed entities

RIDDHIMA TALWANI  |  FRIDAY, 26 JUN 2026
ASX has told listed companies it intends to focus on repeated conduct to ramp up a company's share price through inappropriate use of the market announcements platform. In its Listed Entity Supervision Report 2026, ASX noted over the last 18 to 24 months ...

Allianz Retire+ appoints senior manager

STAFF WRITER  |  THURSDAY, 25 JUN 2026
Allianz Retire+ has appointed Kiru Anantharaj as senior manager, retirement solutions, within its distribution and marketing team. Anantharaj brings more than 20 years' experience across insurance, advice, retirement and superannuation. Prior to ...