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Showing 61 - 70 of 4724 results for "Financial Advisers"

HeirWealth launches AI integration

VINNY VUCAGO  |  FRIDAY, 10 JUL 2026
HeirWealth has launched a Model Context Protocol (MCP) server allowing financial advisers, accountants and family offices to query consolidated client wealth data through artificial intelligence assistants such as ChatGPT and Claude. The Australian ...

Nominations open for the 2026 Power50

STAFF WRITER  |  THURSDAY, 9 JUL 2026
... and the wider community. This year, we celebrate the Power50 list's 13th anniversary. The FS Power50 are financial advisers deemed to be best promoting the value of the financial advice profession, while providing outstanding service to their clients ...

Netwealth expands Morgan Stanley mandate

KARREN VERGARA  |  TUESDAY, 7 JUL 2026
... legacy domestic platform to Netwealth's one. Such clients will continue to be advised by Morgan Stanley financial advisers. Morgan Stanley is the first major client win amid Netwealth's broader investment in stockbroking and private wealth management ...

AUSIEX launches cash account for advisers

RIDDHIMA TALWANI  |  TUESDAY, 7 JUL 2026
AUSIEX has launched a cash account to help financial advisers manage client cash seamlessly alongside trading accounts. The account is designed to simplify and streamline cash management, accelerate funding and settlement, improve visibility and control ...

June adviser exam registers 72% pass rate

KARREN VERGARA  |  MONDAY, 6 JUL 2026
... with the qualifications standard that took effect on 1 January 2026. The regulator's recent review of the Financial Advisers Register (FAR) found of the relevant providers who are existing providers and remained on the FAR, 132 individuals did not ...

ASIC ceases a further 26 authorisations after review

MATTHEW WAI  |  FRIDAY, 3 JUL 2026
ASIC has completed the review on the Financial Advisers Register (FAR) relating to compliance with the qualifications standard that took effect on 1 January 2026, as adviser numbers plummeted below 15,000 entering the new financial year. The review ...

Esencia seals third merger

VINNY VUCAGO  |  WEDNESDAY, 1 JUL 2026
... strategy, merging with New South Wales-based Cove Financial Group in a deal that brings around 650 clients and four financial advisers into the business. The Shellharbour-based advice firm is Esencia Wealth's third merger this year as it continues its ...

HUB24 appoints Formica to board

VINNY VUCAGO  |  FRIDAY, 26 JUN 2026
... board as HUB24 continues to grow its platform and retirement solutions business amid increasing demand from financial advisers.

Advisers expect growth despite uphill challenges

MATTHEW WAI  |  THURSDAY, 25 JUN 2026
... Despite the current headwinds involving market uncertainties, rapid digitisation and the ageing population, financial advisers remain optimistic about what they can achieve over the next few years, a new report finds. However, the growth will not be ...

FEATURE | Member engagement | On the ball

KARREN VERGARA  |  TUESDAY, 23 JUN 2026
... Kay oversees growth, marketing, stakeholder and corporate relations, and a group of about 1700 independent financial advisers. Part of her job is centred on understanding member behaviour - when they're most likely to act and what prompts them to ...