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Showing 51 - 60 of 4724 results for "Financial Advisers"

Acclaim Wealth makes C-suite appointment in newly created role

MATTHEW WAI  |  THURSDAY, 23 JUL 2026
... technology-enabled efficiency and scalable growth. As head of adviser services, West supported more than 750 financial advisers nationally, introduced workflow automation and analytics capabilities, and led a range of technology and process improvements ...

FEATURE | Platforms | The investment supermarket

RIDDHIMA TALWANI  |  TUESDAY, 21 JUL 2026
... poor conduct in the collapse involved an "interconnected chain of entities," including lead generators and financial advisers along with concerning super-switching practices, the role of platforms has also come under scrutiny. ASIC in its latest review ...

New alternative investment firm lands in Sydney

MATTHEW WAI  |  MONDAY, 20 JUL 2026
... high-net-worth (HNW) clients and family offices currently, Wilson said it is keen to expand its collaboration with financial advisers on the longer-term. "I'm very aware that advisers typically need a fund to be on the approved product list (APL)... ...

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 ...

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."

Traditional investing principles unsuitable in decumulation: Research

KARREN VERGARA  |  MONDAY, 13 JUL 2026
... identical standard deviations, but as we have shown, their retirement outcomes will be worlds apart." Furthermore, financial advisers traditionally focus on sequencing risk in retirement but overlooked a broader set of interconnected threats, including ...