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Showing 31 - 40 of 13448 results for "Adviser"

PPS Mutual creates new director of strategy role

RIDDHIMA TALWANI  |  WEDNESDAY, 30 SEP 2026
PPS Mutual has created a new role of director of strategy to lead the life insurer's long-term strategy and identify opportunities to deliver ongoing value to members. Matthew Pilcher, who has been with the firm since 2014, was appointed in the role. ...

APRA flexes fresh powers, zeros in on trustees

ELIZA BAVIN  |  WEDNESDAY, 30 SEP 2026
... "elevated concerns" around the platform segment. "Platform trustees often oversee large and complex investment menus, rely on adviser and promoter-led distribution, and allow members considerable discretion to concentrate their savings in individual ...

HNW clients value quality over fees: Praemium

VINNY VUCAGO  |  WEDNESDAY, 30 SEP 2026
... 84% of HNW investors receiving ongoing advice are happy with their investments, compared with 64% of those without an adviser. Those receiving one-off advice recorded a 70% satisfaction rate. Trust appears to underpin the relationship, with financial ...

HLB Mann Judd appoints four directors

MATTHEW WAI  |  TUESDAY, 29 SEP 2026
... employee share schemes and international tax. He joined the business in 2021. Waller joined HLB Mann Judd as a financial adviser in 2023 and has over 19 years' experience within financial planning, super, and agriculture. She is stationed within Adeliade's ...

Longevity gap exposes retirement divide

VINNY VUCAGO  |  TUESDAY, 29 SEP 2026
Australian's life expectancy can vary by more than a decade depending on their socio-economic circumstances, highlighting significant differences in how long people may need their retirement savings to last, new research from Actuaries Institute found. ...

CFS launches retirement income optimiser

VINNY VUCAGO  |  TUESDAY, 29 SEP 2026
Colonial First State (CFS) has launched a new retirement feature designed to give eligible super members greater flexibility in preparing for retirement and accessing future income options. The Retirement Income Optimiser is available through CFS's ...

SIAA replenishes board with appointments

MATTHEW WAI  |  MONDAY, 28 SEP 2026
The Stockbrokers and Investment Advisers Association (SIAA) has made two board appointments to fill vacated positions from recent departures. CommSec chief operating officer Stephen Norton has joined SIAA's board of directors, while Canaccord Genuity ...

Adviser increase the 'strongest' since FY20: Padua WealthData

MATTHEW WAI  |  FRIDAY, 25 SEP 2026
... Overall, 23 licensee owners had net gains, and 18 licensee owners had net losses. Meanwhile, Padua noted the latest financial adviser exam results attributed to the net increase of advisers. "Of the 27 advisers who arrived this week, 12 were new entrants ...

VBP names inaugural chief growth officer

VINNY VUCAGO  |  FRIDAY, 25 SEP 2026
Financial planning outsourcing specialist Vital Business Partners (VBP) has created a new executive role focused on expanding advice relationships, winning new clients and strengthening its offering to advice businesses and licensees. Craig Kouimanis ...

CFS distribution executive steps down

KARREN VERGARA  |  THURSDAY, 24 SEP 2026
... decade at BT Financial Group in business development roles, rising up the ranks to take on senior management positions in adviser distribution for Victoria and then leading the adviser distribution platform. "Bryce has been an integral part of CFS's ...