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Showing 81 - 90 of 9955 results for "advisers"

Iress bets on AI as business transformation moves forward

KARREN VERGARA  |  MONDAY, 17 AUG 2026
... simplification to executing an ambitious artificial intelligence (AI)-driven product strategy that will help financial advisers slash work processes by nearly 40%. Speaking following the release of Iress' first-half results, chief executive Andrew Russell ...

Fiducian Group statutory profit falls 28%

MATTHEW WAI  |  MONDAY, 17 AUG 2026
... period of24.7 cents. Meanwhile, during the financial year, funds under advice grew by $500 million, as Singh said its advisers "continue to deliver superior-quality advice, predominantly through face-to-face interactions, which have played a key role ...

Briefcase names head of growth

MATTHEW WAI  |  MONDAY, 17 AUG 2026
... model portfolio capabilities for its financial intermediary partners. In this new role, Michael Hasten will work with advisers, family offices, wealth management platforms across Briefcase's model portfolio capabilities, the firm said, with a particular ...

FEATURE: Cryptocurrency, control and confidence

VINNY VUCAGO  |  SATURDAY, 15 AUG 2026
... cost of accessing an adviser outside of super, and limitations on the scope of advice that can be provided by super fund advisers, really get in the way of people getting the trustworthy information they need." Those barriers appear to weigh most heavily ...

AI advice boom highlights urgent need for affordable advice: SMC

VINNY VUCAGO  |  THURSDAY, 13 AUG 2026
... information directly with their super fund, while others would seek confirmation from government websites, financial advisers or other professionals. Schubert said the findings strengthened the case for the government to progress its long promised Delivering ...

LGT Wealth Management appoints chief tech officer

RIDDHIMA TALWANI  |  THURSDAY, 13 AUG 2026
... forward to working closely with the team, particularly on AI, where there is significant potential to create value for advisers and clients." Earlier in his career, Strydom held senior roles at Avaloq and Temenos, including work on the BT Panorama transformation ...

DASH appoints new chief executive

KARREN VERGARA  |  WEDNESDAY, 12 AUG 2026
... broad skills and experience needed to continue executing our strategy to deliver innovative whole-of-wealth solutions to advisers and clients." The appointment follows several recent executive hires, including Sarah Murray as chief product officer and ...

HNW investors turn to AI but remain loyal to advisers

VINNY VUCAGO  |  WEDNESDAY, 12 AUG 2026
... showed AI was changing client expectations rather than replacing the need for advice. "The story here isn't AI versus advisers, it's AI with advisers," Orrock said. "Clients are using these tools to become more informed and more engaged, and ...

Super funds should not be asked to fund the CSLR: ASFA

MATTHEW WAI  |  TUESDAY, 11 AUG 2026
... financial advice sector has only contributed 84% of its funding. ASFA acknowledged it would be "impossible" for financial advisers to fund 100% of compensation claims, as it would put small advice firms out of business, but said the funding should not ...

Advisers bolster client book amid compliance burden: CoreData

KARREN VERGARA  |  MONDAY, 10 AUG 2026
... per practice has increased from 127 to 135 over the past year, the newly released Future of Advice 2026 report showed. Advisers who were early adopters of technology managed 13% more clients than their peers or 147 compared to 130 clients for non-early ...