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Showing 51 - 60 of 9955 results for "advisers"

Iress sharpens tech integration to reduce adviser admin burden

RIDDHIMA TALWANI  |  MONDAY, 31 AUG 2026
... providers to connect with Xplan, its financial planning and wealth management software, helping ease administrative burden on advisers. Iress said the refreshed model moves away from open integration to an ecosystem focused on technology providers addressing ...

FEATURE | Managed accounts | Industrialising advice

RIDDHIMA TALWANI  |  MONDAY, 31 AUG 2026
... clients. Perhaps a fund manager is underperforming or a stock held directly by clients needs to be sold. In the past, advisers would often have to wait until their next meeting with the client to sign off on changes, Townsend Cobain adviser and founding ...

Vanguard to acquire custodian Altruist

KARREN VERGARA  |  FRIDAY, 28 AUG 2026
... model under Vanguard's ownership. Ramji noted Vanguard will benefit from the ability to get closer to independent advisers and their clients, as well as from direct access to Altruist's innovative technology and adviser platform which will allow ...

FAAA pushes to expand NCA to financial advisers

RIDDHIMA TALWANI  |  FRIDAY, 28 AUG 2026
... Financial Advice Association Australia (FAAA) said it will advocate strongly to expand the scope of the New Class of Advisers' to all financial advisers, which will currently be limited to only superannuation funds and life insurers. The reforms will ...

Centrepoint takes control of QLD advice group

VINNY VUCAGO  |  THURSDAY, 27 AUG 2026
... offices in Bundaberg and Brisbane, servicing about 626 client groups as of June 2026. The business has five financial advisers, one professional year adviser and nine employee shareholders, generating about $3 million in annual revenue. Centrepoint will ...

Aura Group launches PE income fund

ELIZA BAVIN  |  THURSDAY, 27 AUG 2026
... capital calls and quarterly dealing windows following an initial 12-month lock-up from fund inception. Aura said for advisers constructing private markets allocations, traditional private equity structures present well-documented challenges: capital ...

American Century names APAC managing director

ELIZA BAVIN  |  THURSDAY, 27 AUG 2026
... a strong track record in the financial services sector. It is more than an honour to be able to work with him helping advisers and consultants help their clients around the world achieve financial success," Repetto said. "Nigel joins a team with a strong ...

Vanguard adds floating rate ETF, managed fund to product suite

MATTHEW WAI  |  THURSDAY, 27 AUG 2026
... floating rates products, supported by demand for defensive income solutions between cash and other bond investments. Advisers and investors are increasingly adopting floating rate exposures for their ability to provide higher income potential, while ...

Half of Australians lack retirement plan: Vanguard

KARREN VERGARA  |  THURSDAY, 27 AUG 2026
... they rely on their own research. They also tend to consult partners, family and friends more frequently than financial advisers. Despite the growing trend of financial influencers on social media, only 5% of Australians reported relying on these sources ...

BT Panorama hires long-serving Russell Investments executive

KARREN VERGARA  |  WEDNESDAY, 26 AUG 2026
... account that suits every adviser. BT's strength is that we have a range of solutions to implement model portfolios - giving advisers the flexibility to deliver their investment approach their way, and to keep it consistent as their business grows." BT ...