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Showing 31 - 40 of 5750 results for "financial adviser"

Trust emerges as key drivers of super fund loyalty

VINNY VUCAGO  |  FRIDAY, 11 SEP 2026
... unchanged since 2024. Members considering a switch were younger on average and more likely to work full-time, use a financial adviser or hold an SMSF. The leading reasons for switching included wanting greater control, dissatisfaction with fees and dealings ...

Netwealth recruits AI expert to boost in-house advice tech

RIDDHIMA TALWANI  |  THURSDAY, 10 SEP 2026
Netwealth has appointed data intelligence expert and technologist Silvio Giorgio as general manager of data and artificial intelligence (AI). An immediate focus for Giorgio will be to aggregate multiple sources of data for advisers, helping organise ...

ASIC zeroes in on recurring compliance breaches

VINNY VUCAGO  |  THURSDAY, 10 SEP 2026
ASIC has warned financial advice licensees to address lapses in reference checking, professional indemnity insurance and superannuation advice practices in an update released this week. The regulator has recently released new guidance for professional ...

Iress retains tech mandate with Capital Haus

RIDDHIMA TALWANI  |  THURSDAY, 10 SEP 2026
Private wealth management firm Capital Haus has extended its technology mandate with Iress. Iress noted its core advice technology platform, Xplan, has supported Capital Haus throughout its evolution from a small independent financial advice practice ...

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

KARREN VERGARA  |  MONDAY, 7 SEP 2026
Diversa Trustees deflected responsibility at a parliamentary inquiry that criticised its governance and structural problems, particularly its role in the failed First Guardian Master Fund, in which members invested about $240 million. At the recent ...

Nine in 10 advisers concerned about greenwashing: RIAA

RIDDHIMA TALWANI  |  MONDAY, 7 SEP 2026
... misleading sustainability claims made by investment products. RIAA's survey spoke with Australian-based individual financial adviser members and advisory groups to capture practical, client-facing insights into the sustainable investment product labelling ...

Allan Gray Australia strengthens retail distribution

STAFF WRITER  |  THURSDAY, 3 SEP 2026
Allan Gray Australia bolsters its retail presence in NSW and South Australia with a recent appointment. The highly respected fund manager, known for its conviction investing approach, has appointed Matthew Roberts, formerly at Centuria Capital Group ...

Opex Consulting taps Iress data lead

MATTHEW WAI  |  WEDNESDAY, 2 SEP 2026
Former head of data science at Iress has joined the Adelaide-based financial advice solutions provider to lead a wide range of its ongoing initiatives to enhance efficiency for financial advisers. Alten Hulme has joined Opex Consulting as head of enterprise ...

FEATURE | Managed accounts | Industrialising advice

RIDDHIMA TALWANI  |  MONDAY, 31 AUG 2026
Consider a situation where a financial adviser believes an investment is no longer suitable for their clients. Perhaps a fund manager is underperforming or a stock held directly by clients needs to be sold. In the past, advisers would often have to ...

Vanguard to acquire custodian Altruist

KARREN VERGARA  |  FRIDAY, 28 AUG 2026
... Vanguard will acquire custodian and investment platform Altruist in a bid to expand into the American independent financial adviser market. The two parties entered into a definitive agreement, the financial terms of which were not disclosed. Outlets ...