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Showing 11 - 20 of 3717 results for "Melbourne"

Data, compliance key to successful technology-enabled advice

KARREN VERGARA  |  WEDNESDAY, 20 MAY 2026
... leveraging AI over it. On the final day of the Stockbrokers and Investment Advisers Association (SIAA) Conference in Melbourne, Flextrade vice president of business development James Hammond said the reality is "no one sorted out their client data," ...

SIAA focuses mission on building prosperity for investors

KARREN VERGARA  |  TUESDAY, 19 MAY 2026
... work, fostering connections and raising awareness about a dynamic and inclusive profession. At the annual conference in Melbourne on day one, SIAA chief executive Maria Lykouras unveiled the association's new vision: "building prosperity for Australian ...

Buyer beware: Private credit as a defensive play

KARREN VERGARA  |  TUESDAY, 19 MAY 2026
... making it part of the defensive allocation. The Stockbrokers and Investment Advisers Association (SIAA) Conference in Melbourne today discussed differences between traditional fixed income products, and private credit and alternative strategies. Financial ...

Combating modern slavery difficult but not impossible: RIAA

KARREN VERGARA  |  MONDAY, 18 MAY 2026
... the Human rights and modern-day slavery: What advisers need to know workshop at the event, which will be held at the Melbourne Convention & Exhibition Centre on May 27-28. He is joined by Ethical Investment Advisers financial adviser Karen Macleod, U ...

Channel Capital appoints distribution director

STAFF WRITER  |  THURSDAY, 14 MAY 2026
... strengthen the group's distribution arm, with a focus on supporting financial advisers in the state of Victoria. Based in Melbourne, Xavier will focus on servicing wealth advisers and sophisticated clients across the intermediary, private wealth and ...

Aequitas hires former Vanguard consultant

MICHELLE BALTAZAR  |  THURSDAY, 14 MAY 2026
... Aequitas' latest recruit. Mark Stephan joins as a principal asset consultant at Aequitas Investment Partners, a Melbourne-based asset consulting group for financial advisers. Founded in 2010, Aequitas manages over $8 billion in client funds and runs ...

Adviser ban stretched to 2028 in ASIC deterrence win

RIDDHIMA TALWANI  |  WEDNESDAY, 13 MAY 2026
... Review Tribunal (ART) has prohibited Stephen Rogers from being registered as a financial adviser for another three years. Melbourne-based Stephen Rogers, a representative of United Global Capital, had been prohibited from registering as an adviser with ...

ASX not in a rush to pick next chief executive: Chair

RIDDHIMA TALWANI  |  TUESDAY, 12 MAY 2026
... appointment of its next chief executive. Speaking at the Australian Shareholders' Association 2026 Investor Conference in Melbourne last week, Clarke said succession planning is one of the most important decisions the board makes and it must have ...

Mulino, Hogan headline 2026 SIAA Conference

KARREN VERGARA  |  MONDAY, 11 MAY 2026
... association's three-year strategy at her first conference, which will take place on May 19-20 at the Park Hyatt Melbourne. "I was excited for this opportunity at SIAA for a number of reasons. I've seen the great work that Judith Fox has done ...

Fintech AUDC hires former UBS director, expands senior team

MICHELLE BALTAZAR  |  THURSDAY, 7 MAY 2026
... Digital payments platform AUDC has announced two senior hires, including the appointment of a former director at UBS. The Melbourne-based firm has named Jason Beale as its new head of product and operations, with a focus on expanding the group's ...