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Showing 11 - 20 of 4062 results for "Personal"

AI moves into the advice process

VINNY VUCAGO  |  THURSDAY, 17 SEP 2026
Financial advisers could soon spend less time piecing together clients' histories and more time acting on them, as Marloo launches an artificial intelligence (AI) tool that searches entire client books alongside new research showing consumers are increasingly ...

Sodor Capital plots New Zealand expansion with new hire

MATTHEW WAI  |  THURSDAY, 17 SEP 2026
Australian fund distributor Sodor Capital has appointed an executive to lead its New Zealand expansion, while opening a new office in Singapore. The expansion across the Asia Pacific region follows a distribution mandate awarded to the firm from a European ...

Netwealth buys Paradino for $20m

VINNY VUCAGO  |  TUESDAY, 15 SEP 2026
Netwealth has agreed to acquire Australian advice technology provider Paradino for $20 million upfront in a bid to expand its offering beyond platform administration and into artificial intelligence-enabled advice workflows and automation. The deal ...

Esencia merges with HNW advice practice

MATTHEW WAI  |  TUESDAY, 15 SEP 2026
A Sydney-based practice advising high-net-worth (HNW) individuals is merging with Esencia Wealth, adding some 250 clients and two senior advisers to the firm. Generation Wealth Partners is joining Esencia Wealth, also based in Sydney, saying the merger ...

Australian life insurers lag global peers: Capgemini

MATTHEW WAI  |  MONDAY, 14 SEP 2026
... global leader for life insurance, annuities and benefits sector Samantha Chow said consumers have high standards for their personal financial services products and life insurers need to do better to accommodate to those needs. "When it comes to life ...

FEATURE | Digital advice | Interlocking the pieces

MATTHEW WAI  |  MONDAY, 14 SEP 2026
... bullish stance on the offering. Gregory says UniSuper's service provides members with "simple, accessible" genuine personal advice that lowers persistent barriers to the advice gap. According to UniSuper's data, most members complete the advice ...

Tribunal affirms InterPrac, FSGA adviser bans

MATTHEW WAI  |  FRIDAY, 11 SEP 2026
... advice process formed part of a high-volume model and involved templated SoAs. Three clients with markedly different personal circumstances were advised to invest almost all their super in First Guardian, indicating the advice was not based on each client's ...

End of an era as Bowater leaves Frontier

MICHELLE BALTAZAR  |  THURSDAY, 10 SEP 2026
... Trafford-Walker, whose role she took after Trafford-Walker vacated it in 2019. "My time at Frontier has been very rewarding on a personal level, and I'm intensely proud of what the very capable Frontier team and I have achieved at Frontier together. ...

Netwealth recruits AI expert to boost in-house advice tech

RIDDHIMA TALWANI  |  THURSDAY, 10 SEP 2026
... tools, are critical to addressing this need," Giorgio added. "For advisers, we know that capacity needs to move beyond personal productivity to scale. We also know that AI and data can be applied to create better personalisation for clients. I'm ...

ASIC zeroes in on recurring compliance breaches

VINNY VUCAGO  |  THURSDAY, 10 SEP 2026
... and that annual financial statements are lodged accurately and on time. The update also flags ongoing concerns around personal advice involving superannuation contributions and rollovers. ASIC said poor advice in this area had resulted in clients exceeding ...