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Showing 221 - 230 of 13300 results for "adviser"

Digital assets framework bill passes, paves the way for consumer confidence

MATTHEW WAI  |  THURSDAY, 2 APR 2026
Digital assets providers will be required to obtain an Australian financial services licence (AFSL) under new legislation. The Corporations Amendment (Digital Assets Framework) Bill 2025, which amends the Corporations Act 2001 and the Australian Securities ...

AZ NGA plots regional NSW advice hub via new partnership

MATTHEW WAI  |  THURSDAY, 2 APR 2026
... Planning late last year, as the firm continues to expand its network. Established in 1990, Back to Back is led by financial adviser Justine Back, with 24 employees including three other advisers. The business has a strong referral network in Sydney and ...

FEATURE: Estate planning | Best laid plans

ELIZA BAVIN  |  WEDNESDAY, 1 APR 2026
... feel comfortable enough, to start to open up about what's in their heart and mind." Principal Edge senior financial adviser and partner Dwayne Fernandes says allowing the parents to explain to their family why they have made the choices they have ...

Count expands national advice footprint with $72m takeover

MATTHEW WAI  |  WEDNESDAY, 1 APR 2026
... accelerates our shift toward higher quality, recurring wealth revenues and supports our ambition to scale our employed adviser network and build a truly differentiated national advice platform." Meanwhile, Oracle founder and managing director Peter Durbin ...

Capstone launches back office service for self-licensed advisers

MATTHEW WAI  |  WEDNESDAY, 1 APR 2026
... operations, freeing up their time to service clients." "There's a common message I hear from nearly every self-licensed adviser, 'I didn't realise how much time and effort was involved in running my own AFSL' - it's the same frustration ...

Another former Venture Egg adviser slapped with four-year ban

MATTHEW WAI  |  TUESDAY, 31 MAR 2026
A Victorian financial adviser, who was supervised by Ferras Merhi of United Financial Advice and Ferras Merhi Pty Ltd (Venture Egg), has been banned for four years over inappropriate advice and deceptive conduct, including impersonating other advisers. ...

Fundamental focus necessary in volatile markets: Auscap

RIDDHIMA TALWANI  |  MONDAY, 30 MAR 2026
The long-term drivers of return come down to dividend yield and earnings growth over time, according to Auscap Asset Management chief investment officer Tim Carleton. Speaking at the recent Financial Standard Advisers Big Day Out (ABDO) in Sydney, Carleton ...

T. Rowe Price Australia country head exits

ELIZABETH FRY  |  MONDAY, 30 MAR 2026
T. Rowe Price Australia is bracing for further leadership change, with its country head confirmed to depart in July following the exit of its head of intermediary. Darren Hall, who served as head of distribution for Australia and New Zealand, will leave ...

Channel Capital adds distribution director

ELIZABETH FRY  |  THURSDAY, 26 MAR 2026
... Capital has added a distribution director, strengthening its team at a time of growing 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 ...

Adviser reprimanded over clients' loss of cover

JAMIE WILLIAMSON  |  THURSDAY, 26 MAR 2026
The Financial Services and Credit Panel (FSCP) issued a reprimand to a financial adviser who recommended a client roll their super over to another product, costing them their insurance coverage. The financial adviser was reprimanded this month, after ...