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Showing 31 - 40 of 9955 results for "advisers"

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 ...

ASIC zeroes in on recurring compliance breaches

VINNY VUCAGO  |  THURSDAY, 10 SEP 2026
... regulator's latest financial advice update highlights several areas of focus for Australian financial services licensees and advisers, including new guidance for candidates undertaking their professional year. ASIC Information Sheet 297 sets out common ...

Iress retains tech mandate with Capital Haus

RIDDHIMA TALWANI  |  THURSDAY, 10 SEP 2026
... chair Brendan Gow said as the advice firm matures, having the right technology partner has been critical to supporting advisers to deliver high-quality advice. "Iress has been an important part of that journey, providing not only market-leading technology ...

Acclaim Wealth appoints head of distribution

RIDDHIMA TALWANI  |  WEDNESDAY, 9 SEP 2026
... the company's development. "Acclaim has built a strong reputation for delivering service and solutions that help advisers meet the evolving needs of their clients," Smith said. "I'm excited to join at a time when there is significant opportunity ...

Inquiry rips into Diversa: 'All profit, no responsibility'

KARREN VERGARA  |  MONDAY, 7 SEP 2026
... government bailout to make members whole. Vincent Plant, Diversa's independent director and chair, blamed the financial advisers who recommended the products. "Diversa had two main responsibilities. The first was to conduct due diligence on First ...