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Showing 61 - 70 of 13453 results for "Adviser"

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 ...

Russell launches retirement solution

VINNY VUCAGO  |  MONDAY, 14 SEP 2026
Russell Investments has launched retirement solutions comprising two managed portfolios and a retirement calculator, aimed at helping advisers manage the competing liquidity and growth needs of Australians entering retirement. The solution allows advisers ...

Australian life insurers lag global peers: Capgemini

MATTHEW WAI  |  MONDAY, 14 SEP 2026
... usage of simple, plain language and providing short-form contents. Those high-performing insurers are also modernising adviser experiences by improving structures, workflows and implementing real-time insights to boost efficiencies. "The top 10% are ...

Former adviser charged further on dishonest conduct

RIDDHIMA TALWANI  |  MONDAY, 14 SEP 2026
Former financial adviser and the sole director of Professional Wealth Management, Donald Cuthbertson, has been slapped with 24 offences in the Federal Court of Australia. An indictment filed on August 28 showed Cuthbertson being charged with making ...

SIAA calls for fresh talent amid advice demand

VINNY VUCAGO  |  MONDAY, 14 SEP 2026
Stockbroking and investment advice firms need to broaden their approach to attracting and retaining talent as the profession prepares for a major shift in clients and wealth, according to a new report from the Stockbrokers and Investment Advisers Association ...

FEATURE | Digital advice | Interlocking the pieces

MATTHEW WAI  |  MONDAY, 14 SEP 2026
... they're trying to achieve with their deployment. Barrett's version of digital advice also includes placing an adviser to appear in a client's life at exactly the right moment, specifically, in scenarios involving significant decision-making ...