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Showing 61 - 70 of 10630 results for "advice"

ART leads retirement product race, others wrestle with covenant

KARREN VERGARA  |  WEDNESDAY, 16 SEP 2026
... aware of them. Commenting on the report, which also delved into retirees' confidence-to-spend gap, longevity risk and advice, J.P. Morgan head of markets and securities services sales for Australia and New Zealand Stephen Jani said the industry's ...

Netwealth buys Paradino for $20m

VINNY VUCAGO  |  TUESDAY, 15 SEP 2026
Netwealth has agreed to acquire Australian advice technology provider Paradino for $20 million upfront in a bid to expand its offering beyond platform administration and into artificial intelligence-enabled advice workflows and automation. The deal ...

Esencia merges with HNW advice practice

MATTHEW WAI  |  TUESDAY, 15 SEP 2026
... the firm said. Commenting, Esencia Wealth chief executive Matthew Fenning said the merger reflected the growing number of advice businesses looking for a long-term partner that aligned with their values and approach. "Peter and Joe have built a great ...

SMSFs lure $14bn from retail, industry super funds

KARREN VERGARA  |  TUESDAY, 15 SEP 2026
... findings show that different superannuation structures may play a role for members at different stages of life. Access to advice from financial professionals is critical to help clients make those decisions with confidence. "Digital tools are also changing ...

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
Amid a rapidly evolving regulatory space, and the need to keep pace with innovation, financial advice has been thrown into a dynamic environment that's always changing. As a result, the sector requires constant support to remain compliant and keep ...

GQG outflows worsen, ousted from ASX200

MATTHEW WAI  |  FRIDAY, 11 SEP 2026
... its nationwide presence following its acquisition of Oracle Advisory Group in April. But the group shut down its limited-advice service in June, losing some 26 advisers and has slipped in dealer group size ranking as a result of it. Separately, Euroz ...

Tribunal affirms InterPrac, FSGA adviser bans

MATTHEW WAI  |  FRIDAY, 11 SEP 2026
... was an authorised representative of InterPrac between 28 March 2023 and 15 August 2024 and worked within the Venture Egg advice model. The tribunal found that Hanley failed to act in the best interests of at least six clients and provided inappropriate ...

Trust emerges as key drivers of super fund loyalty

VINNY VUCAGO  |  FRIDAY, 11 SEP 2026
... strong demand for expanded fund services, with 37% of members saying they would take up retirement planning and financial advice if offered. Super guidance, insurance and retirement living support also attracted significant interest. CoreData conducted ...

Netwealth recruits AI expert to boost in-house advice tech

RIDDHIMA TALWANI  |  THURSDAY, 10 SEP 2026
... advisers, industry and regulators to ensure evolving technology helps to safely unlock adviser capacity and meet demand for advice," Giorgio said. Giorgio and his team will also be focused on making automation tools available to advisers across manual ...