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Showing 1 - 10 of 13273 results for "Adviser"

NGS Super names head of strategy

MATTHEW WAI  |  FRIDAY, 17 JUL 2026
... Australia, where he provided advice on strategic, design and governance challenges with key partners, and served as an adviser to Treasury on the framework for retirement income products for three years. He recently finished up his involvement at ASFA ...

FAAA warns adviser levies could exceed $5k as ASIC costs climb

VINNY VUCAGO  |  FRIDAY, 17 JUL 2026
... CSLR special levy, which totals $170.3 million across the industry. "Government levies could reach well over $5000 per adviser this year," the FAAA said. The association said the combined burden was "a crippling cost imposed on a sector that is almost ...

Eiger Capital co-founder flags retirement

KARREN VERGARA  |  FRIDAY, 17 JUL 2026
... team until the end of the 2027 financial year to ensure a smooth transition, after which he will serve as a strategic adviser and mentor. Wood, Victor Gomes and David Haddad founded Eiger Capital in 2019. The trio previously worked together at UBS Asset ...

Former T. Rowe Price distribution head finds new role

MATTHEW WAI  |  FRIDAY, 17 JUL 2026
After a four-month hiatus, the sales director is now calling Evidentia Private, the private wealth arm of Evidentia Group, home. Former T. Rowe Price head of intermediary sales for Australia Jonathon Ross has joined Evidentia Private as principal, private ...

Another MWL adviser banned over Shield collapse

RIDDHIMA TALWANI  |  THURSDAY, 16 JUL 2026
ASIC has banned another MWL Financial adviser Nicole Niu from providing financial services, controlling an entity that carries on a financial services business or performing any function involved in the carrying on of a financial services business for ...

Netwealth posts record FUA as managed accounts top $30bn

VINNY VUCAGO  |  THURSDAY, 16 JUL 2026
Netwealth has capped off another record year, growing funds under administration (FUA) to $135.7 billion as strong adviser inflows and improving markets offset elevated withdrawals from a handful of ultra-high-net-worth clients. The wealth platform ...

FAAA names new chair as David Sharpe prepares to step down

VINNY VUCAGO  |  WEDNESDAY, 15 JUL 2026
... currently serves as general manager advice (SA) for PSK Private Wealth and continues to practice as a senior financial adviser. FAAA chief executive Sarah Abood welcomed the appointment citing Veitch's deep operational and leadership background. ...

Special Feature: Rewarding patient capital

PENNY PRYOR  |  TUESDAY, 14 JUL 2026
... listed markets, like Australian equity funds, the level of transparency is just so much higher. Also, the ability for an adviser to see 10, 20 or 30 Australian equity managers, and really understand the asset class, because they're getting so many different ...

MST Financial broadens services to Alder & Partners

KARREN VERGARA  |  TUESDAY, 14 JUL 2026
... high-net-worth individuals, charitable organisations and family offices. Alder & Partners was founded by director and financial adviser David Alder in 2010. "The combination of high-quality multi-asset research, portfolio construction expertise, specialist ...

Entireti names former Perpetual chief as chair

RIDDHIMA TALWANI  |  TUESDAY, 14 JUL 2026
Entireti has named a former chief executive of Perpetual as chair of its board. Geoff Lloyd will replace Ray Miles who has served as chair since 2009 and will remain on the board as a non-executive director. Lloyd previously served as chief executive ...
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