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Showing 51 - 60 of 9886 results for "Advisers"

Count rebrands Oracle to Count Wealth

RIDDHIMA TALWANI  |  MONDAY, 20 JUL 2026
... reach more clients and accelerate growth," he said. Humphrey added key employees of Oracle Group including financial advisers and accountants have been secured and welcomed into Count Wealth. "We have already appointed new leadership for the accounting ...

FAAA warns adviser levies could exceed $5k as ASIC costs climb

VINNY VUCAGO  |  FRIDAY, 17 JUL 2026
Financial advisers could face more than $5000 in combined regulatory levies this financial year, with the Financial Advice Association Australia ( FAAA ) warning rising ASIC and Compensation Scheme of Last Resort (CSLR) cost are placing unsustainable ...

Former T. Rowe Price distribution head finds new role

MATTHEW WAI  |  FRIDAY, 17 JUL 2026
... investment management and financial services, Ross has established comprehensive understanding on assisting financial advisers, private wealth firms and institutional partners, Evidentia Private said. Ross spent nearly 11 years at T. Rowe Price, where ...

Another MWL adviser banned over Shield collapse

RIDDHIMA TALWANI  |  THURSDAY, 16 JUL 2026
... Services licence, banned one of MWL's directors and its responsible manager. Niu is one of several former MWL financial advisers who have been banned by ASIC in regard to advice provided in relation to Shield. ASIC has also commenced proceedings ...

Netwealth posts record FUA as managed accounts top $30bn

VINNY VUCAGO  |  THURSDAY, 16 JUL 2026
... partnership with Finclear. It also introduced Nova, a client-facing generative AI virtual assistant designed to provide advisers with faster access to product and process information while directing more complex enquires to specialist teams. Separately ...

FEATURE | Retirement | A layer of confidence

MATTHEW WAI  |  THURSDAY, 16 JUL 2026
... comment on Challenger's sale of the products. Minney, instead, points to the trend that take-up is driven by financial advisers. "We're seeing lots of growth and interest in solutions that will provide income for life," he says. Meanwhile, Huppert ...

FAAA names new chair as David Sharpe prepares to step down

VINNY VUCAGO  |  WEDNESDAY, 15 JUL 2026
... management and our members, I would like to thank him for his leadership, commitment and tireless work on behalf of financial advisers and their clients across Australia."

Special Feature: Rewarding patient capital

PENNY PRYOR  |  TUESDAY, 14 JUL 2026
... market, and seeing more investment opportunities ultimately allows us to be more selective," Ng says. JANA Investment Advisers head of private equity Matthew Moon agrees this expansion in the co-investment opportunity set should benefit co-investors. ...

MST Financial broadens services to Alder & Partners

KARREN VERGARA  |  TUESDAY, 14 JUL 2026
... expertise, specialist income capabilities and access to equity and debt capital markets creates a compelling proposition for advisers and clients," Alder said. "Our investment committee will continue to play an active role in governance and oversight ...

Entireti names former Perpetual chief as chair

RIDDHIMA TALWANI  |  TUESDAY, 14 JUL 2026
... and his leadership team, and I'm inspired by their commitment to pursuing business improvements and stepped change for advisers and the broader profession," Lloyd said. "Entireti has grown significantly, both organically and through M&A, and I'm excited ...