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Showing 41 - 50 of 5778 results for "Financial adviser"

HNW clients value quality over fees: Praemium

VINNY VUCAGO  |  WEDNESDAY, 30 SEP 2026
High-net-worth (HNW) Australians who receive ongoing financial advice are more confident in their investments than those managing their wealth alone, new research from Praemium and CoreData found. The Rich Decisions research found 84% of HNW investors ...

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 ...

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 ...

Product Showcase: Making group insurance count

THE FINANCIAL STANDARD TEAM  |  THURSDAY, 24 SEP 2026
... not just through awareness but through action. The same study found that 48% of Australians would look to a financial adviser for insurance advice if their circumstances changed. A natural progression Kris Goodwin, director, growth & wealth distribution ...

Investors jump ship from private markets

VINNY VUCAGO  |  THURSDAY, 24 SEP 2026
Financial advisers are pulling back from private market investments as concerns over liquidity, fees and transparency weigh on allocations, according to VanEck's 2026 Smart Beta Survey. The survey, which received 938 responses from financial professionals ...

Prime Value Opportunities Fund winds up

KARREN VERGARA  |  WEDNESDAY, 23 SEP 2026
Boutique fund manager Prime Value Asset Management has wound up its Opportunities Fund and its Significant Investor Visa (SIV) counterpart. The wind up of the Prime Value Opportunities Fund and Prime Value SIV Opportunities Fund was completed this month. ...

Pacific AM to land SMA solutions Down Under, appoints investment chief

MATTHEW WAI  |  WEDNESDAY, 23 SEP 2026
Pacific Portfolio Solutions (PPS), the related body corporate of Pacific Asset Management (PAM), will bring the latter's separately managed account (SMA) solutions to Australia from the UK, welcoming an industry stalwart to chart the course. Both ...

Praemium brings forward chair succession

VINNY VUCAGO  |  WEDNESDAY, 23 SEP 2026
... trillion. More than 120,000 households entered the HNW segment, with more than seven in 10 investors using a financial adviser or wealth manager. The chair transition comes as Praemium reported total funds under administration of $77.9 billion for FY26 ...

AI moves into the advice process

VINNY VUCAGO  |  THURSDAY, 17 SEP 2026
Financial advisers could soon spend less time piecing together clients' histories and more time acting on them, as Marloo launches an artificial intelligence (AI) tool that searches entire client books alongside new research showing consumers are increasingly ...

Stay up to date with regulatory compliance at the FAAA Congress

MATTHEW WAI  |  THURSDAY, 17 SEP 2026
The upcoming Financial Advice Association Australia (FAAA) Congress will explore ASIC's key focus for the remainder of the year, while shedding some light on the ongoing developments from the Australian Financial Complaints Authority (AFCA) and ...