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Showing 61 - 70 of 4681 results for "FINANCIAL ADVISERS"

M&A is not a 'scattergun' approach: AZ NGA

MATTHEW WAI  |  FRIDAY, 1 MAY 2026
... strategic partnerships in NSW. More recently, it has acquired national advisory firm Intend Financial, adding 10 financial advisers and four locations to its network. It aims to deliver capital, expertise to help scale Intend Financial's continued ...

Core-satellite models can only be effective with purpose: Vanguard

MATTHEW WAI  |  WEDNESDAY, 29 APR 2026
A new report demonstrates financial advisers continue to favour the core-satellite investment methodology, but without structural and disciplined approaches, it can lead to a raft of unintended risks. The Vanguard Adviser Portfolio Trends Report 2026 ...

Former adviser takes on investment role

MATTHEW WAI  |  TUESDAY, 28 APR 2026
... and execution as it continues to scale for growth, it said. Aequitas was founded in 2020 and aims to assist financial advisers and dealer groups looking to scale their businesses through tailored investment solutions.

Why advisers should enter world of exit planning

MATTHEW WAI  |  FRIDAY, 24 APR 2026
... looking for the exit but finding they've left their planning too late. Their dilemma is a ripe opportunity for financial advisers. Speaking to Financial Standard, Exit Advisory Group founder Simon Bedard said leaving enough time to plan a business exit ...

Addressing modern slavery risks more critical than ever: RIAA

KARREN VERGARA  |  THURSDAY, 23 APR 2026
... rights and modern-day slavery workshop, which Macleod is co-presenting, investment professionals, particularly financial advisers, will learn how to understand and assess human rights and modern-day slavery risks in portfolios. "The workshop offers practical ...

Australian Unity adds Betashares ETFs to bond offerings

RIDDHIMA TALWANI  |  THURSDAY, 23 APR 2026
... reflects the growing role they play in portfolio construction. He added an increasing number of investors and financial advisers use ETFs as building blocks for portfolios across a range of investment objectives and risk profiles. "Betashares' flagship ...

ASIC bans another former MWL adviser

ELIZA BAVIN  |  THURSDAY, 23 APR 2026
... Services licence, banned one of MWL's directors and its responsible manager. Morgan 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 against ...

APAC investments chief for Morningstar IM resigns

KARREN VERGARA  |  WEDNESDAY, 22 APR 2026
... oversees the distribution strategy for its managed portfolios across licensees, platforms, advice practices and financial advisers. Abraham works alongside the account managers and business development team to support advisers and investors.

Praemium progresses automation, finalises local job cuts

KARREN VERGARA  |  WEDNESDAY, 22 APR 2026
... harness the power of technology to improve business performance and provide better service and solutions to financial advisers. The integration work with Technotia has positioned Praemium to be a fintech leader in wealth management." Across the business ...

Treasury's proposal adds flexibility for new advisers: FAAA

MATTHEW WAI  |  WEDNESDAY, 22 APR 2026
The Financial Advice Association Australia (FAAA) supports Treasury's proposed education reforms for financial advisers, noting they will provide significant flexibility for new entrants without reducing the rigour of the current settings. With ...