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Showing 51 - 60 of 13448 results for "Adviser"

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 ...

Morningstar names APAC investment chief

RIDDHIMA TALWANI  |  THURSDAY, 17 SEP 2026
Morningstar has named James Foot as the chief investment officer for the Asia Pacific (APAC) region, taking over from Matt Wacher after he finished up in the role in May. Foot returns to Morningstar after just around two years as the chief investment ...

UniSuper hires former TelstraSuper's head of retirement

MATTHEW WAI  |  WEDNESDAY, 16 SEP 2026
The super fund has appointed a former TelstraSuper executive to lead its advice strategy, research governance and technical frameworks. Melanie Slade has joined UniSuper as head of advice strategy and technical, reporting to chief advice officer Andrew ...

Antipodes Partners acquires Bennelong FM

RIDDHIMA TALWANI  |  WEDNESDAY, 16 SEP 2026
Antipodes Partners will acquire Bennelong Funds Management from Bangarra Group, which includes investment affiliates Quay Global Investors, Bennelong Long Short Equity Management (BLSEM), Bennelong Australian Equity Partners and Skerryvore Asset Management. ...

ETF Shares offers new currency hedged ETFs

MATTHEW WAI  |  WEDNESDAY, 16 SEP 2026
ETF Shares has launched two new currency hedged ETFs aiming to reduce the impact of currency movements when investing in US technology companies. The new ETFs are the ETFS Magnificent 7+ Currency Hedged ETF (ASX: HULK) and ETFS US Technology Currency ...

MDS drags Treasury to assess FSC levy proposal

RIDDHIMA TALWANI  |  WEDNESDAY, 16 SEP 2026
... financial advice levy to fund supervisory uplift, by materially increasing the licence-level component while reducing the per-adviser burden. Under the first option, it proposes increasing the levy from $1500 to a minimum of $25,000 while proportionately ...

Netwealth buys Paradino for $20m

VINNY VUCAGO  |  TUESDAY, 15 SEP 2026
... data from multiple sources. "Together, we believe we can create Australia's leading AI-enabled wealth management and adviser productivity platform," Heine said. Paradino co-founder Alex Gassner said the company was founded to help advisers overcome ...

Esencia merges with HNW advice practice

MATTHEW WAI  |  TUESDAY, 15 SEP 2026
A Sydney-based 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 ...

SMSFs lure $14bn from retail, industry super funds

KARREN VERGARA  |  TUESDAY, 15 SEP 2026
... for an average of 18.1 years with members having an average age of 68.7 years. The proportion of Class SMSFs recording adviser fees remained broadly stable at 25.1% in the 2025 financial year, while the wider SMSF population continued to grow and the ...