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Showing 11 - 20 of 4721 results for "FINANCIAL ADVISERS"

Antipodes Partners acquires Bennelong FM

RIDDHIMA TALWANI  |  WEDNESDAY, 16 SEP 2026
... result of the transaction. Bennelong FM chief executive John Burke said: "We believe our broad support base of financial advisers and investors will benefit from the combined scale and expertise of both firms." Antipodes' existing platform manages ...

Netwealth buys Paradino for $20m

VINNY VUCAGO  |  TUESDAY, 15 SEP 2026
... expand its capabilities across the Australian financial advice market. Paradino currently supports more than 500 financial advisers and generates $1.6 million in annual recurring revenue. Its Athena AI capability automates parts of the advice production ...

Esencia merges with HNW advice practice

MATTHEW WAI  |  TUESDAY, 15 SEP 2026
... Wealth Partners principals Peter Lee and Joe Jutrisa to Esencia Wealth, with both joining as partners and senior financial advisers. In addition, the merger expands Esencia Wealth's presence in the HNW market, the firm said. Commenting, Esencia Wealth ...

SMSFs lure $14bn from retail, industry super funds

KARREN VERGARA  |  TUESDAY, 15 SEP 2026
... 25.1% in the 2025 financial year, while the wider SMSF population continued to grow and the number of licensed financial advisers declined. Tim Steele, the chief executive of Class, said that as the sector grows and becomes more complex, professional ...

FEATURE | Digital advice | Interlocking the pieces

MATTHEW WAI  |  MONDAY, 14 SEP 2026
... areas. It has huge potential to serve Australians who need advice but don't necessarily meet the thresholds financial advisers require to be profitable and fit their practice profile," Baldwin continues. "One of the first iterations of digital advice ...

Tribunal affirms InterPrac, FSGA adviser bans

MATTHEW WAI  |  FRIDAY, 11 SEP 2026
The Administrative Review Tribunal has affirmed ASIC's decisions to ban two former financial advisers from InterPrac Financial Planning and Financial Services Group Australia (FSGA) who were involved in the Shield and First Guardian master funds ...

Netwealth recruits AI expert to boost in-house advice tech

RIDDHIMA TALWANI  |  THURSDAY, 10 SEP 2026
... noted access to insights and data as well as productivity uplift, are two of the most in-demand services among financial advisers. Netwealth chief technology officer Nick Walker said: "Our ability to provide access to timely and insightful data for advisers ...

ASIC zeroes in on recurring compliance breaches

VINNY VUCAGO  |  THURSDAY, 10 SEP 2026
... reminded licensees of their obligations to conduct reference checks before employing or authorising prospective financial advisers. The regulator said recent breach reporting data indicated some AFS licensees were appointing advisers without completing ...

Iress retains tech mandate with Capital Haus

RIDDHIMA TALWANI  |  THURSDAY, 10 SEP 2026
... business simplification to executing an artificial intelligence (AI)-driven product strategy that will help financial advisers slash work processes by nearly 40%. Iress customer distribution general manager Kerry Ong said the firm looks forward to support ...

Inquiry rips into Diversa: 'All profit, no responsibility'

KARREN VERGARA  |  MONDAY, 7 SEP 2026
... government bailout to make members whole. Vincent Plant, Diversa's independent director and chair, blamed the financial advisers who recommended the products. "Diversa had two main responsibilities. The first was to conduct due diligence on First ...