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Showing 1 - 10 of 10550 results for "Advice"

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 ...

Opex Consulting taps Iress data lead

MATTHEW WAI  |  WEDNESDAY, 2 SEP 2026
Former head of data science at Iress has joined the Adelaide-based financial advice solutions provider to lead a wide range of its ongoing initiatives to enhance efficiency for financial advisers. Alten Hulme has joined Opex Consulting as head of enterprise ...

Iress sharpens tech integration to reduce adviser admin burden

RIDDHIMA TALWANI  |  MONDAY, 31 AUG 2026
... providers addressing adviser needs including reducing friction in client onboarding, bringing legacy planning into the advice workflow and improving efficiency through connected data and smarter automation. "Advisers are looking for solutions that work ...

FEATURE | Managed accounts | Industrialising advice

RIDDHIMA TALWANI  |  MONDAY, 31 AUG 2026
... meeting with that client for another six months," he says. "And so, the actual implementation of what was potentially good advice would have to wait until the next meeting or review with the client." If the change was urgent, the adviser might start ...

APRA hits 12 super options with failed grade

KARREN VERGARA  |  FRIDAY, 28 AUG 2026
... types - but platform TDPs remain materially more expensive, even before considering the costs of any personal financial advice. The CPPP also shows platform TDPs have higher rates of underperformance over 10 years when compared against other product ...

Vanguard to acquire custodian Altruist

KARREN VERGARA  |  FRIDAY, 28 AUG 2026
... that when independent advisers have better technology and lower prices, they can do their best work and bring high-quality advice to more people." "Vanguard shares our conviction in that mission, and their trusted investment expertise and resources will ...
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