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Showing 1 - 10 of 10630 results for "Advice"

Perpetual asset management outflows hit $9.6bn

VINNY VUCAGO  |  WEDNESDAY, 21 OCT 2026
... addition of assets under administration following the acquisition of Interfi Systems. Meanwhile, Wealth Management funds under advice remained stable at $22.1 billion as Perpetual continued preparations for the sale of the business to Bain Capital. The ...

Adviser stripped of AFSL he claimed he didn't hold

MATTHEW WAI  |  WEDNESDAY, 21 OCT 2026
... Smythe Financial Management and Minchin Moore Private Wealth Advisers before founding his practice, Millennial Independent Advice, in 2018. In the frequently asked questions section of his website, Frost noted he is not a financial adviser and does not ...

HUB24 platform inflows drop 23% to $4bn in Q1

RIDDHIMA TALWANI  |  TUESDAY, 20 OCT 2026
... a percentage of average platform FUA. "The recent and proposed tax changes further reinforce the need for professional advice and increase the attractiveness of superannuation for Australians saving for their retirement," HUB24 said. "These changes are ...

Tribeca Financial promote four new equity partners

VINNY VUCAGO  |  TUESDAY, 20 OCT 2026
Tribeca Financial has promoted four senior advisers to its equity partnership, recognising their contributions to the advice firm's client relationships, technical capabilities and culture as it continues to grow. Jake Boulter, Rachael Holder, Ben Jongebloed ...

AFSL specialist snags Entireti head of advice risk

MATTHEW WAI  |  TUESDAY, 20 OCT 2026
... continues to expand self-licencing initiatives while restructuring roles within the business. Viki Whitehead has joined as advice and Australian financial services licence (AFSL) compliance manager from Entireti after serving as its head of advice risk ...

Showcase: A technical advantage

THE FINANCIAL STANDARD TEAM  |  MONDAY, 19 OCT 2026
... 2065-66, the number of Australians aged 85 or older will triple to 1.9 million - a huge cohort that will seek retirement advice. For financial advisers to meet this opportunity, they need to scale their advice offering and have more tools in their kit ...

ASIC stalls Sequoia bid to ditch cross guarantee deed

KARREN VERGARA  |  MONDAY, 19 OCT 2026
... appointment of a receiver to investigate the sale of InterPrac to Conquest, saying it had concerns over what it may mean for the advice group's creditors.

ASIC bans 14th adviser from MWL

MATTHEW WAI  |  MONDAY, 19 OCT 2026
... authorised representative of InterPrac Financial Planning from 13 January 2025 to 20 April 2026. ASIC said Singh provided advice that was not appropriate for certain clients and made statements that were false or materially misleading in certain Statements ...

Euroz Hartleys names chief executive

MATTHEW WAI  |  FRIDAY, 16 OCT 2026
... Botanic Gardens Foundation in Melbourne. Euroz Hartleys said Logan can provide expertise across wealth management, financial advice and business strategy with a strong focus on adviser relationships, organisational transformation and delivering sustainable ...

Integro appoints first Queensland private wealth adviser

VINNY VUCAGO  |  FRIDAY, 16 OCT 2026
... the ground adviser in Victoria earlier this year. The expansion comes after the firm surpassed $1 billion in funds under advice, reflecting its growing national footprint. Integro managing partner Justin Gilmour said Queensland was an important market ...
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