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Showing 261 - 270 of 13215 results for "adviser"

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 ...

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 ...

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 ...

FNZ, Centric extend partnership, citing 'significant' upgrades

MATTHEW WAI  |  THURSDAY, 22 JAN 2026
FNZ has extended its partnership with Centric, the adviser-led investment platform of Findex, for a further five years, including a significant platform modernisation leveraging FNZ's technology. As part of the upgrade, advisers are set to benefit from ...

Super funds, instos shun ETFs, retail dominance prevails

KARREN VERGARA  |  THURSDAY, 22 JAN 2026
Australia's booming exchange-traded funds (ETFs) market is failing to capture the big money from superannuation funds and institutional investors as retail investors' dominance reigns supreme. Surpassing $330 billion in total funds under management ...

DASH adds two new executives to C-suite

ANGELIQUE MINAS  |  WEDNESDAY, 21 JAN 2026
... aligning sales, partnerships and client growth across all DASH products, and facilitating sustainable revenue growth across adviser and institutional segments. Whelan said: "James brings clarity and discipline to how we scale. His experience in revenue ...