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Showing 11 - 20 of 13461 results for "Adviser"

AFSL specialist snags Entireti head of advice risk

MATTHEW WAI  |  TUESDAY, 20 OCT 2026
... leader at a time of great growth potential and to be taking on a role that will have such a positive impact on our AFSL and adviser clients." Meanwhile, MDS head of strategy Ashley Mahadeea said in the coming months, MDS will launch further strategic ...

Showcase: A technical advantage

THE FINANCIAL STANDARD TEAM  |  MONDAY, 19 OCT 2026
... Reference number: RIC261007000474. Disclaimer The information in this document is designed for professional Financial Adviser use only and contains general information only about our financial products. It is not intended to constitute financial product ...

ASIC bans 14th adviser from MWL

MATTHEW WAI  |  MONDAY, 19 OCT 2026
ASIC has banned yet another former financial adviser from MWL Financial Services, bringing its total adviser bans - according to public records - to 14. ASIC has banned Pardeep Singh from providing financial services for four years, after finding he ...

Praemium's new leadership toughens earnings yardstick

RIDDHIMA TALWANI  |  FRIDAY, 16 OCT 2026
Praemium's new leadership will be keeping a close eye on costs, with new chief executive Denis Orrock noting he will make sure the technology upgrade underway translates into stronger earnings and better returns for shareholders. Late September ...

Euroz Hartleys names chief executive

MATTHEW WAI  |  FRIDAY, 16 OCT 2026
... said Logan can provide expertise across wealth management, financial advice and business strategy with a strong focus on adviser relationships, organisational transformation and delivering sustainable commercial outcomes. Outgoing chair McKenzie commented ...

Integro appoints first Queensland private wealth adviser

VINNY VUCAGO  |  FRIDAY, 16 OCT 2026
Integro Private Wealth has appointed its first Queensland-based private wealth adviser, extending its east coast presence as the firm pursues national growth. The appointment of Grant Enders follows the recruitment of Daniel Secatore as Integro's first ...

Advice firms lacking AI integration: Iress

VINNY VUCAGO  |  FRIDAY, 16 OCT 2026
... respondents had measured the time or cost impact of their existing AI tools, despite 58% saying quantified hours saved per adviser would most justify further investment. Integration and trust also remain obstacles. Half of respondents cited poor integration ...

Betashares-backed MA appoints head of adviser engagement

STAFF WRITER  |  THURSDAY, 15 OCT 2026
The financial adviser who helped set up Aon's wealth management business in Singapore lends her expertise in a newly-created role at Trellia Wealth Partners. Belinda Barclay has been appointed head of adviser engagement at Trellia Wealth Partners ...

Netwealth reports record $36bn FUM in Q1

MATTHEW WAI  |  THURSDAY, 15 OCT 2026
... invest a further $10 million into Paradino over the next two years to accelerate its product roadmap delivery and support adviser growth," Netwealth said. "Paradino's financial performance and the additional investment will be reported separately ...

AMP sees $1.5bn flow into platforms

RIDDHIMA TALWANI  |  THURSDAY, 15 OCT 2026
... reflect that more advisers continue to choose North. The new North Interactive Wealth Portal is helping to further support adviser efficiency, while our new AI Implement tool is currently in pilot phase." The tool is expected to roll out in the fourth ...