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Showing 31 - 40 of 4655 results for "Financial advisers"

Clearer distinction of advice required around aged care costs: Review

MATTHEW WAI  |  WEDNESDAY, 6 MAY 2026
... not provide financial advice outside of information relating to aged care costs. The review acknowledges only financial advisers with an aged care specialist designation, accredited via the Aged Care Steps Accredited Aged Care Professional program from ...

Openmarkets makes private wealth play

JAMIE WILLIAMSON  |  TUESDAY, 5 MAY 2026
Openmarkets is expanding into private wealth, with plans to attract 50 financial advisers over the next three years. Openmarkets' private wealth advisory has onboarded several new advisers across Australia in the past 12 months as part of a strategic ...

Generation Life, PPS Mutual make senior distribution hires

KARREN VERGARA  |  TUESDAY, 5 MAY 2026
... responsibilities include driving growth across PPS Mutual's adviser network in NSW and working closely with financial advisers to support professional clients. Qayumi joins from AIA Australia where he spent more than eight years in business and client ...

NEOS, TAL honoured at Life Insurance Awards

STAFF WRITER  |  FRIDAY, 1 MAY 2026
... Adviser Service, presented by Financial Standard. NEOS was selected as the winner following an online survey of financial advisers, licensees and support staff, rating insurers across various service parameters that can critically affect their business. ...

M&A is not a 'scattergun' approach: AZ NGA

MATTHEW WAI  |  FRIDAY, 1 MAY 2026
... strategic partnerships in NSW. More recently, it has acquired national advisory firm Intend Financial, adding 10 financial advisers and four locations to its network. It aims to deliver capital, expertise to help scale Intend Financial's continued ...

Core-satellite models can only be effective with purpose: Vanguard

MATTHEW WAI  |  WEDNESDAY, 29 APR 2026
A new report demonstrates financial advisers continue to favour the core-satellite investment methodology, but without structural and disciplined approaches, it can lead to a raft of unintended risks. The Vanguard Adviser Portfolio Trends Report 2026 ...

Former adviser takes on investment role

MATTHEW WAI  |  TUESDAY, 28 APR 2026
... and execution as it continues to scale for growth, it said. Aequitas was founded in 2020 and aims to assist financial advisers and dealer groups looking to scale their businesses through tailored investment solutions.

Why advisers should enter world of exit planning

MATTHEW WAI  |  FRIDAY, 24 APR 2026
... looking for the exit but finding they've left their planning too late. Their dilemma is a ripe opportunity for financial advisers. Speaking to Financial Standard, Exit Advisory Group founder Simon Bedard said leaving enough time to plan a business exit ...

Addressing modern slavery risks more critical than ever: RIAA

KARREN VERGARA  |  THURSDAY, 23 APR 2026
... rights and modern-day slavery workshop, which Macleod is co-presenting, investment professionals, particularly financial advisers, will learn how to understand and assess human rights and modern-day slavery risks in portfolios. "The workshop offers practical ...

Australian Unity adds Betashares ETFs to bond offerings

RIDDHIMA TALWANI  |  THURSDAY, 23 APR 2026
... reflects the growing role they play in portfolio construction. He added an increasing number of investors and financial advisers use ETFs as building blocks for portfolios across a range of investment objectives and risk profiles. "Betashares' flagship ...