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Showing 1 - 10 of 117 results for "Financial Advisors"

Adviser increase the 'strongest' since FY20: Padua WealthData

MATTHEW WAI  |  FRIDAY, 25 SEP 2026
... advisers departed this week, with three joining Centrepoint Group's Alliance Wealth, one remaining with Choice Financial Advisors and one departure. The group is now down 22 advisers over the past four weeks. Overall, 23 licensee owners had net gains ...

Vanguard to acquire custodian Altruist

KARREN VERGARA  |  FRIDAY, 28 AUG 2026
... Vanguard chief executive officer Salim Ramji said. "As more investors in Vanguard funds choose to work with financial advisors, we see a significant opportunity to build on the strengths of two highly complementary organizations to help advisors serve ...

Advisers expect growth despite uphill challenges

MATTHEW WAI  |  THURSDAY, 25 JUN 2026
... challenges advisers are facing and how firms are adapting to compete and grow. The 2026 Natixis Global Survey of Financial Advisors indicates 65% of Australian advisers are observing their clients are holding more cash in response to uncertainty, which ...

PC suggests removing excessive entry requirements for advisers

ELIZA BAVIN  |  WEDNESDAY, 13 AUG 2025
... to feedback it received from CPA Australia during the consultation phase, and noted, "entry requirements for financial advisors are disproportionate to the level of risk, contributing to a decline in the number of financial advisers, which has limited ...

Buyout firm nabs GQG executive

ELIZABETH FRY  |  THURSDAY, 27 MAR 2025
... raised over $5 billion in assets under management and built a strong network with private wealth managers, financial advisors, and family offices. Consequently, his appointment is a key step in EQT's broader strategy to enhance its private wealth presence ...

Aussie ETF market tipped to hit $300bn in 2025

MATTHEW WAI  |  THURSDAY, 6 MAR 2025
... portfolio. "ETF investors tend to be younger. However, we are also seeing more sophisticated investors and financial advisors also reap the benefits of ETFs," Ibrahim said. "A growing proportion of high-net-worth individuals are allocating to ETFs via ...

Moneysoft acquired by MUFG Pension & Market Services

JAMIE WILLIAMSON  |  THURSDAY, 3 OCT 2024
... book includes financial advisers, money coaches, mortgage brokers, and retirement funds. "Moneysoft services financial advisors and funds through existing SaaS lines of business focused on wealth and finances in both the direct-to-consumer and financial ...

Calls for a simplified path to financial advice

ANDREW MCKEAN  |  WEDNESDAY, 15 MAY 2024
... areas essential for all financial advisers, regardless of their specialty-whether stockbrokers, comprehensive financial advisors, or life insurance specialists. Key areas such as taxation, financial regulation, ethics, and professionalism are necessary ...

Natixis IM eyes expansion with new retail AFSL

ANDREW MCKEAN  |  MONDAY, 4 SEP 2023
... investors, and we are now looking forward to delivering our world-class strategies and client-focused service to financial advisors and individual investors." In 2017, Natixis acquired a 51.9% majority stake in IML, its first acquisition in Australia ...

AFA celebrates 10 years of Inspire

CHLOE WALKER  |  WEDNESDAY, 8 MAR 2023
... Financial Advisers Association of Australia as we come together in early April, openly representing 80% of the financial advisors in the country is absolutely committed to this community," Perera said. "We want to see it grow, we want to see it flourish ...
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