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Showing 71 - 80 of 10625 results for "advice"

Infocus continues leadership expansion with new appointment

MATTHEW WAI  |  TUESDAY, 8 SEP 2026
... Aviva, Mortgage Insurance in senior and leadership capacities. More recently, he was the managing director at Financial Advice Matters for more than eight years, before transitioning to a business coach and national key accounts manager at Slipstream ...

Crole banned for 10 years after abrupt exit from Sequoia

MATTHEW WAI  |  TUESDAY, 8 SEP 2026
... recommending those products. ASIC found that Crole "was aware" of serious concerns regarding the representatives' financial advice model but failed to adequately respond to them. "Crole was not a fit and proper person, was not competent, and lacked the ...

Norges Bank slashes exposure to US government bonds

MATTHEW WAI  |  MONDAY, 7 SEP 2026
... specific proposal for how the bond index should be specified in the mandate once the Ministry has taken a position on the advice. We consider that the other limits and requirements for the bond portfolio, including the limit on the exposure to high-yield ...

Nine in 10 advisers concerned about greenwashing: RIAA

RIDDHIMA TALWANI  |  MONDAY, 7 SEP 2026
... for their advisers," he said. "It might be an individual adviser that's running their own practice [and] naturally advice is client-led, so where you've got the demand, you've probably got more impetus to go out and seek it yourself."

Integro expands further into Western Australia with merger

RIDDHIMA TALWANI  |  MONDAY, 7 SEP 2026
Integro Private Wealth has merged with West Australian advice firm Coastline Private Wealth, strengthening its presence across the region. The expansion is part of the advice firm's strategy to expand its national footprint, while integrating its ...

Allan Gray Australia strengthens retail distribution

STAFF WRITER  |  THURSDAY, 3 SEP 2026
... adviser support. "[Roberts] brings considerable experience working with advisers and a strong understanding of the financial advice market. Just as importantly, his approach to building relationships is well aligned with how we work at Allan Gray," said ...

Scams and governance failures dominate tip-offs to ASIC

RIDDHIMA TALWANI  |  THURSDAY, 3 SEP 2026
... unregistered managed investment schemes, unlicensed provision of financial services conduct, and other conduct related to advice, insurance, and misleading and deceptive or unconscionable behaviour. Around 1950 of the complaints were of unregistered ...

Andrew Hewison to step down after Pemba Capital investment

MATTHEW WAI  |  THURSDAY, 3 SEP 2026
... its technology." Founded by John Hewison in 1985, Hewison Private Wealth manages approximately $3 billion in funds under advice on behalf of high-net-worth and ultra-high-net-worth Australians, and operated without commissions or product influence while ...

Shaw and Partners refurbishes asset management unit, expands team

KARREN VERGARA  |  WEDNESDAY, 2 SEP 2026
... senior investment analyst Maria Zapata and investment analyst Hansheng Zhang. With more than $50 billion in funds under advice across Australia and New Zealand, about $3 billion of this sits in managed accounts. Furthermore, the group launched four new ...

WT Financial takes majority stake in TNT Advisor

RIDDHIMA TALWANI  |  WEDNESDAY, 2 SEP 2026
... paraplanning provider, TNT Advisor Solutions (TNT), for $2.4 million. WT Financial managing director Keith Cullen said advice practices increasingly need access to scalable specialist capabilities, including high-quality outsourced services as an alternative ...