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Showing 51 - 60 of 5647 results for "Financial adviser"

Esencia Wealth expands into Queensland

RIDDHIMA TALWANI  |  THURSDAY, 16 APR 2026
Esencia Wealth has expanded into Queensland, adding 300 clients to its portfolio by merging with two advice firms in the state. Merging with Financial 3 Wealth and Marsden Wealth Advisers will mark Esencia Wealth's first office in Brisbane, building ...

FSC ups expectations on platform trustees' governance

JAMIE WILLIAMSON  |  THURSDAY, 16 APR 2026
A new standard from the Financial Services Council aims to strengthen governance practices across superannuation platforms, including limiting unadvised members to simpler investments, enhancing due diligence of options, and greater oversight of advisers ...

Two Ensombl senior leaders exit

KARREN VERGARA  |  THURSDAY, 16 APR 2026
... members of Ensombl's leadership team - the chief commercial officer and chief membership officer - have exited the financial adviser community platform. Chief commercial officer Danni Visser and chief membership officer Emily Jenkins finished up last ...

Advice book valuations stagnate despite demand

MATTHEW WAI  |  WEDNESDAY, 15 APR 2026
Depending on the type of business they want to do, financial advisers looking to inorganically grow their client base will have to pay slightly more for a book now, but valuations have stalled overall, according to Radar Results. In its latest price ...

FEATURE: Private equity | Time to deploy

ELIZA BAVIN  |  TUESDAY, 14 APR 2026
Private markets have experienced significant growth in recent years, and investors are showing no signs of slowing down. Global private equity (PE) investment rose from US$1.8 trillion in 2024 to US$2.1 trillion in 2025, despite a decline in deal volume ...

Spheria launches active ETF for small caps fund

MATTHEW WAI  |  TUESDAY, 14 APR 2026
Spheria Asset Management's Spheria Australian Smaller Companies Fund - Active ETF (ASX: SPHX) will be available on the ASX tomorrow, launching amid strong momentum shown across the broader ETF market despite volatility from the Middle East. Spheria ...

Aussies remain 'positive' about retirement: Challenger

MATTHEW WAI  |  MONDAY, 13 APR 2026
... would be happier in retirement with greater financial education, with 39% wanting paid education provided by a financial adviser to building financial knowledge and boosting retirement happiness. Challenger chief executive, customer Mandy Mannix said ...

ASIC bans former adviser Rhys Reilly for 10 years

KARREN VERGARA  |  MONDAY, 13 APR 2026
Former financial adviser Rhys Reilly has been banned from working in financial services for 10 years for "serious misconduct" in which he flogged the First Guardian Master Fund in return for conflicted remuneration. ASIC's investigation into Reilly ...

SMSF Adviser Network shuts its doors, 85 advisers vanish from FAR

MATTHEW WAI  |  FRIDAY, 10 APR 2026
... Network (SAN) has closed its doors and subsequently seen its entire fleet of 85 advisers delisted from ASIC's financial adviser register (FAR). SAN's representatives were predominantly accountants who operated under a limited licence to provide ...

Former Venture Egg adviser permanently banned

JAMIE WILLIAMSON  |  THURSDAY, 9 APR 2026
A financial adviser who allowed others to provide Statements of Advice (SOAs) in his name and was actively involved in the dodgy referral processes that led to significant client losses due to the Shield and First Guardian collapses is now banned. Aristotle ...