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| | | ... founder Kerr Neilson in 2013. Back at Platinum, Isles worked as an investment specialist, strengthening relationships with advisers across Australia and New Zealand before expanding the firm's reach into the US. He was appointed head of investment ... |
| | | | ... chief executive Aubrey Roga said Tang's appointment strengthens the firm's institutional consulting offer to advisers. "Advisers are facing increasing complexity - in markets, regulation, product and client expectations," Roga said. "Steven brings ... |
| | | | ... relationships across the market," DASH chief executive Andrew Whelan said. "Sarah brings strong product leadership at a time when advisers are demanding simpler, more connected technology," Whelan said. "Her focus on human-centred design, product integration ... |
| | | | Industry Fund Services (IFS) has launched a "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 ... |
| | | | ... offering is on track to be launched this quarter and "go live" in the second half of the financial year. This enables advisers and stockbrokers to execute and report trades for individual HIN-holding clients through its platform or their existing trading ... |
| | | | ... further five years, including a significant platform modernisation leveraging FNZ's technology. As part of the upgrade, advisers are set to benefit from technology that significantly improves productivity and efficiency from FNZ's global platform, which ... |
| | | | ... 10% of the ASX's total market cap of $3.28 trillion. Since their humble beginnings in Australia in 2001, financial advisers and SMSFs have been the most ardent customers - a loyalty that has not bucked to this day. The trend underpins the client ... |
| | | | ... and software ecosystem. DASH chief executive Andrew Whelan said: "Sarah brings strong product leadership at a time when advisers are demanding simpler, more connected technology." "Her focus on human-centred design, product integration and scalable execution ... |
| | | | ... 8% to $32.5 billion, including quarterly net inflows of $462 million. Gross outflows included $361 million for exiting advisers, though Praemium said these outflows are expected to diminish over time. Praemium chief executive Anthony Wamsteker said he ... |
| | | | The new year opens a window of opportunities for financial advisers amid a volatile global market and growing geopolitical tensions. One of the major opportunities in 2026 that is tipped to garner huge demand for financial advice is retirement. "There ... |
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