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Showing 31 - 40 of 9959 results for "advisers"

Esencia merges with HNW advice practice

MATTHEW WAI  |  TUESDAY, 15 SEP 2026
... 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 represents "the ...

SMSFs lure $14bn from retail, industry super funds

KARREN VERGARA  |  TUESDAY, 15 SEP 2026
... 25.1% in the 2025 financial year, while the wider SMSF population continued to grow and the number of licensed financial advisers declined. Tim Steele, the chief executive of Class, said that as the sector grows and becomes more complex, professional ...

Russell launches retirement solution

VINNY VUCAGO  |  MONDAY, 14 SEP 2026
... Investments has launched retirement solutions comprising two managed portfolios and a retirement calculator, aimed at helping advisers manage the competing liquidity and growth needs of Australians entering retirement. The solution allows advisers to ...

Australian life insurers lag global peers: Capgemini

MATTHEW WAI  |  MONDAY, 14 SEP 2026
... structures, workflows and implementing real-time insights to boost efficiencies. "The top 10% are orchestrating an ecosystem of advisers, partners, and AI-enabled channels to create a consistent journey between automated and human touchpoints," Chow ...

SIAA calls for fresh talent amid advice demand

VINNY VUCAGO  |  MONDAY, 14 SEP 2026
... profession prepares for a major shift in clients and wealth, according to a new report from the Stockbrokers and Investment Advisers Association (SIAA). The Invested in what comes next report argues that while the profession has undergone significant ...

FEATURE | Digital advice | Interlocking the pieces

MATTHEW WAI  |  MONDAY, 14 SEP 2026
... constant support to remain compliant and keep on top of those changes. Digital advice is emerging, with many super funds and advisers using these tools to scale and improve efficiency. However, digital advice isn't as simple as implementing artificial ...

GQG outflows worsen, ousted from ASX200

MATTHEW WAI  |  FRIDAY, 11 SEP 2026
... acquisition of Oracle Advisory Group in April. But the group shut down its limited-advice service in June, losing some 26 advisers and has slipped in dealer group size ranking as a result of it. Separately, Euroz Hartleys recently redeemed $145 million ...

Tribunal affirms InterPrac, FSGA adviser bans

MATTHEW WAI  |  FRIDAY, 11 SEP 2026
The Administrative Review Tribunal has affirmed ASIC's decisions to ban two former financial advisers from InterPrac Financial Planning and Financial Services Group Australia (FSGA) who were involved in the Shield and First Guardian master funds ...

Netwealth recruits AI expert to boost in-house advice tech

RIDDHIMA TALWANI  |  THURSDAY, 10 SEP 2026
... data and artificial intelligence (AI). An immediate focus for Giorgio will be to aggregate multiple sources of data for advisers, helping organise and match it within their Netwealth services. "At the outset, I will be focused on the protection and integration ...

'Easy peasy, done': Senate rips Equity Trustees' checklist governance

RIDDHIMA TALWANI  |  THURSDAY, 10 SEP 2026
... Equity Trustees' trusteeship. Equity Trustees continues to defend its position noting it was responsible entities, advisers and third-party research houses responsible for the failure, and has denied paying back members on the losses. Macquarie and ...