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Showing 251 - 260 of 13208 results for "Adviser"

'No benefit in switching super': AFCA finalises FSGA lead decision

RIDDHIMA TALWANI  |  TUESDAY, 27 JAN 2026
... October 2023 to roll over their existing superannuation into a newly created self-managed superannuation fund (SMSF). The adviser then recommended the SMSF invest in a high growth product. AFCA said it wasn't clearly disclosed to the complainant that ...

New vertical integration model to sprout in 2026: Report

KARREN VERGARA  |  FRIDAY, 23 JAN 2026
A new type of vertical integration will emerge in the financial advice sector in 2026, while an oligopoly of two providers will dominate the platforms market, Finura predicts. Finura's Australian Wealth Tech Predictions report for the year ahead ...

'Gross breach of trust': Former adviser sentenced to six years imprisonment

RIDDHIMA TALWANI  |  FRIDAY, 23 JAN 2026
Former financial adviser from Western Australia, Anthony Paul Torre, has been sentenced to six years' imprisonment. Torre's sentencing was backdated to 29 January 2025 in a verdict handed down by the District Court of Western Australia. Torre ...

GCQ hires longtime Platinum executive

ELIZABETH FRY  |  THURSDAY, 22 JAN 2026
... process and people. He first joined Platinum in 2003 as an analyst covering industrials and quickly became a key voice in adviser presentations. After five years, he departed for Singapore to help build Standard Chartered's equities broking business ...

Apostle executive exits

ELIZABETH FRY  |  THURSDAY, 22 JAN 2026
... establishing CBA's presence in the Australian carbon market. Earlier in his career, he worked as an investment strategist and adviser with Ilwella, the Flannery family office, following a stint at Origin Energy managing Australia's leading energy ...

Ascalon turbocharges team with Zenith hire

ELIZABETH FRY  |  THURSDAY, 22 JAN 2026
... has confirmed the appointment of Steven Tang who brings experience in portfolio construction, investment governance and adviser consulting. At Ascalon, he'll work with advice businesses to bring structure and strategic clarity to their investment ...

Perpetual staffer lands CIO role

ELIZABETH FRY  |  THURSDAY, 22 JAN 2026
Boutique adviser Allied Wealth has appointed a Perpetual investment professional as its new chief investment officer. Eddie Lee has quit the financial services giant and will join Allied Wealth at the beginning of February. Lee has over 12 years of ...

DASH hires Morningstar wealth exec

ELIZABETH FRY  |  THURSDAY, 22 JAN 2026
DASH Technology Group is bolstering its leadership team, appointing a chief growth officer and chief product officer to drive its next phase of growth. The financial advice software firm has recruited James Louw as chief growth officer, while Sarah ...

IFS unveils new pathway for industry super fund advice

MATTHEW WAI  |  THURSDAY, 22 JAN 2026
... "comprehensive solution" designed for financial advisers who want to specialise in industry super fund advice. The Independent Adviser Licensing Mode provides guidance that aligns with members' priorities and super fund expectations, while implementing ...

Netwealth's APRA-mandated governance overhaul underway

RIDDHIMA TALWANI  |  THURSDAY, 22 JAN 2026
... Heine said the wealth platform is pleased to add the HIN feature for its users which can enhance experience and deliver adviser capacity. "These solutions continue to underpin our ultra- and high-net-wealth offering and demonstrates our significant experience ...