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Showing 221 - 230 of 9896 results for "Advisers"

Count expands national advice footprint with $72m takeover

MATTHEW WAI  |  WEDNESDAY, 1 APR 2026
... transition period. Established in 1986 and headquartered in Newcastle, NSW, Oracle is currently home to 22 financial advisers and manages approximately $0.8 billion in funds under management (FUM) and $1.8 billion in funds under advice (FUA), taking ...

Capstone launches back office service for self-licensed advisers

MATTHEW WAI  |  WEDNESDAY, 1 APR 2026
... their own Australian financial services licence (AFSL). CapBack Licensee Solutions provides full support to self-licensed advisers, from setting up their AFSL to revenue management, compliance, research, Xplan, marketing and more, it said. It includes ...

Another former Venture Egg adviser slapped with four-year ban

MATTHEW WAI  |  TUESDAY, 31 MAR 2026
... (Venture Egg), has been banned for four years over inappropriate advice and deceptive conduct, including impersonating other advisers. ASIC has banned Nicholas Hogan from the financial services industry for four years, effective 18 December 2025. During ...

Fundamental focus necessary in volatile markets: Auscap

RIDDHIMA TALWANI  |  MONDAY, 30 MAR 2026
... according to Auscap Asset Management chief investment officer Tim Carleton. Speaking at the recent Financial Standard Advisers Big Day Out (ABDO) in Sydney, Carleton said it is easier to take advantage of the big opportunities out there if investors ...

T. Rowe Price Australia country head exits

ELIZABETH FRY  |  MONDAY, 30 MAR 2026
... worked at Allianz Retire+ as head of consultants and research, and earlier at NAB Asset Management and Dimensional Fund Advisers. She is also an executive founding director of the Bloomberg Women's Buy Side Network for Australia and New Zealand ...

Channel Capital adds distribution director

ELIZABETH FRY  |  THURSDAY, 26 MAR 2026
... demand for alternatives education and adviser support in the wealth sector. In his new role, Keenan Bunning will support advisers across the market, helping them navigate opportunities in the evolving alternatives landscape and build long-term relationships. ...

Yarra hunts for superior returns outside ASX giants

RIDDHIMA TALWANI  |  THURSDAY, 26 MAR 2026
... Yarra Capital Management chair and head of Australian equities Dion Hershan said. Speaking at the Financial Standard Advisers Big Day Out (ABDO) in Sydney today, Hershan said the old investment playbook is breaking down as we enter unconventional times ...

North adds private markets SMA for retail investors

MATTHEW WAI  |  THURSDAY, 26 MAR 2026
... Russell Investments head of distribution in Australia and New Zealand Neil Rogan said the portfolio aims to accommodate advisers and their clients' appetite across the private sector. "Advisers have wanted to incorporate private markets into portfolios ...

ETF home bias more prominent amid global unrest: BlackRock

RIDDHIMA TALWANI  |  WEDNESDAY, 25 MAR 2026
... investment management and global equity for Asia-Pacific Duncan Burns said unsophisticated investors with no process and advisers should still stick to complete index investing. However, on the other end, he said sophisticated investors who want active ...

FEATURE | Regulation: Picking up the pieces

KARREN VERGARA  |  TUESDAY, 24 MAR 2026
... and financial adviser Roger Perrett commiserates with impacted investors and says the flow-on effect it's had on advisers has been profound. "It is also so disappointing for the advice industry. It is unfortunate. It's a case of, 'here we ...