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Showing 251 - 260 of 9807 results for "advisers"

Ord Minnett creates national practice manager role

ELIZABETH FRY  |  THURSDAY, 8 JAN 2026
Ord Minnett has created a new national practice manager role, appointing Scott Weaver as it looks to better support advisers as the business grows. Weaver will work with associate and private wealth advisers across Ord Minnett's 15 offices. His ...

Praemium governance executive joins MST

ELIZABETH FRY  |  THURSDAY, 8 JAN 2026
... firms to strengthen decision-making, governance and outcomes. Damian's background makes him ideally placed to help advisers navigate that transition." Cilmi spent seven years at Praemium, where he led the investment governance team responsible for ...

Temasek joins consortium to acquire Clearwater Analytics

KARREN VERGARA  |  TUESDAY, 6 JAN 2026
... The consortium has provided a "go-shop" period ending on January 23 in which Clearwater and its special committee and advisers can actively solicit and evaluate alternative proposals. Last July, Warburg Pincus co-invested with MA Financial's $1 billion ...

Drummond Capital broadens access to private markets offering

MATTHEW WAI  |  FRIDAY, 19 DEC 2025
... debt, and real assets. The launch aligns with HNW clients' demand for private asset investments, while providing "advisers the benefits that come from utilising a managed account structure", BT head of managed accounts Zac Leman said previously. ...

Coastline Advice, Edge Advisory Partners to merge

ANGELIQUE MINAS  |  FRIDAY, 19 DEC 2025
... regional Victoria and New South Wales. Similarly, it advances the firms' ambitions of providing a platform for other advisers seeking succession and business growth solutions by streamlining their access to AZ NGA's network, she said. "This merger delivers ...

Most read in 2025: Financial advice

STAFF WRITER  |  FRIDAY, 19 DEC 2025
There was no shortage of news impacting the financial advice community this year, with advisers bearing the brunt of negative sentiment in the wake of First Guardian and Shield collapses. But there were some bright spots throughout the year, including ...

AMP upgrades North

ANGELIQUE MINAS  |  WEDNESDAY, 17 DEC 2025
... capability to enhance efficiency and client engagement. The North Interactive Wealth portal has been designed to assist advisers to increase capacity and deliver greater efficiency when engaging with clients. AMP group executive and platforms director ...

Why a single insto client is a massive business risk

KARREN VERGARA  |  TUESDAY, 16 DEC 2025
... ultra-high-net-worth investors, and offers direct investments such as unit trusts and managed accounts, and indirectly via financial advisers. Super funds increasingly moving money to be managed internally is a growing trend that active fund managers ...

Sequoia expects earnings hit from Shield, First Guardian

KARREN VERGARA  |  TUESDAY, 16 DEC 2025
... units," Sequoia said. ASIC is currently suing Sequoia's subsidiary Interprac Financial Planning, alleging its financial advisers provided thousands of Australians poor financial advice and put their retirement savings at significant risk. In August ...

Centrepoint Alliance expects core profit to top guidance

RIDDHIMA TALWANI  |  TUESDAY, 16 DEC 2025
... H1 FY26 at $6 million, a 13% jump in earnings in the first half of the year. Centrepoint has a total of 588 licensed advisers, with a net growth of 15 advisers since July 2025. It is currently onboarding an additional 40 advisers for the business and ...