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Showing 1 - 10 of 13361 results for "Adviser"

Macquarie names new wrap platform lead

MATTHEW WAI  |  TUESDAY, 1 SEP 2026
Macquarie has appointed a new head of wrap platform after Michelle Weber stepped down from the role following a 13-year tenure at the company. Chloe Neil has taken on the role, and will be responsible for the strategy, growth and management of Macquarie's ...

Sequoia revokes dividends, chief financial officer exits

RIDDHIMA TALWANI  |  MONDAY, 31 AUG 2026
... dividends in the financial year, revoking interim dividend it had announced earlier in the year of one cent per share, as an adviser exodus puts pressure on its revenue. In addition, the group announced its chief financial officer Lizzie Tan has left ...

Acclaim Wealth names chief executive

MATTHEW WAI  |  MONDAY, 31 AUG 2026
... 2008. Bringing over 25 years' experience across wealth management, platform administration, licensee services and adviser support operations, Hamilton held senior management and compliance roles at MLC, BDO Financial Planning, Synergy Capital Management ...

Iress sharpens tech integration to reduce adviser admin burden

RIDDHIMA TALWANI  |  MONDAY, 31 AUG 2026
... Iress said the refreshed model moves away from open integration to an ecosystem focused on technology providers addressing adviser needs including reducing friction in client onboarding, bringing legacy planning into the advice workflow and improving ...

FEATURE | Managed accounts | Industrialising advice

RIDDHIMA TALWANI  |  MONDAY, 31 AUG 2026
Consider a situation where a financial adviser believes an investment is no longer suitable for their clients. Perhaps a fund manager is underperforming or a stock held directly by clients needs to be sold. In the past, advisers would often have to ...

I Squared Capital forays into Aussie private wealth space

RIDDHIMA TALWANI  |  MONDAY, 31 AUG 2026
... experience across investment management and wealth, with expertise in alternative investments, portfolio construction and adviser engagement. "We are pleased to bring OpenInfra to Australia and provide eligible investors with access to I Squared's global ...

Vanguard to acquire custodian Altruist

KARREN VERGARA  |  FRIDAY, 28 AUG 2026
... Vanguard will acquire custodian and investment platform Altruist in a bid to expand into the American independent financial adviser market. The two parties entered into a definitive agreement, the financial terms of which were not disclosed. Outlets ...

FAAA pushes to expand NCA to financial advisers

RIDDHIMA TALWANI  |  FRIDAY, 28 AUG 2026
... chief executive Sarah Abood said. Abood added the industry needs to be very careful about the scope of the New Class of Adviser and how consumers will be charged. She added it is important to ensure the New Class does not impact the services provided ...

Centrepoint takes control of QLD advice group

VINNY VUCAGO  |  THURSDAY, 27 AUG 2026
... Brisbane, servicing about 626 client groups as of June 2026. The business has five financial advisers, one professional year adviser and nine employee shareholders, generating about $3 million in annual revenue. Centrepoint will retain approximately ...

Aura Group launches PE income fund

ELIZA BAVIN  |  THURSDAY, 27 AUG 2026
... targets returns from an earlier stage than a traditional PE fund structure would deliver. "We designed this fund with the adviser-directed market in mind. We know that private equity exposure is increasingly in demand, but the traditional model creates ...
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