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Showing 1 - 10 of 5679 results for "Financial adviser"

Acclaim Wealth makes C-suite appointment in newly created role

MATTHEW WAI | THURSDAY, 23 JUL 2026

Acclaim Wealth has promoted its head of adviser services into a newly created C-suite role to reflect the company's continued growth and focus on enhancing service delivery to its national adviser network. Aimie West extends her eight-year tenure ...

FEATURE | Platforms | The investment supermarket

RIDDHIMA TALWANI | TUESDAY, 21 JUL 2026

Grab a shopping cart and enter the investment supermarket. The shelves are stacked - an Aussie large-cap fund here, an ETF there, a fixed-income fund somewhere near the back, past the alternatives nobody quite understands. There is an estimated $1 trillion ...

New alternative investment firm lands in Sydney

MATTHEW WAI | MONDAY, 20 JUL 2026

A pair of Remara directors, along with an iPartners private credit specialist, have joined forces to launch a new alternative investment firm, targeting an underserved segment across the private credit market. Timothy Wilson, Blake Velkovski and Haim ...

FSCP bans adviser over client advice failures

VINNY VUCAGO | MONDAY, 20 JUL 2026

The Financial Services Credit Panel (FSCP) has cancelled the registration of financial adviser Peter Morrison-Dowd and banned him from providing personal advice to retail clients until at least September 2027 after finding multiple breaches of his legal ...

Count rebrands Oracle to Count Wealth

RIDDHIMA TALWANI | MONDAY, 20 JUL 2026

Count Financial has rebranded Oracle Group as a new retail brand Count Wealth, after announcing the acquisition earlier in the year. The financial advisory firm also expects further cost synergies over the estimate provided earlier. Oracle Group is ...

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

VINNY VUCAGO | FRIDAY, 17 JUL 2026

Financial advisers could face more than $5000 in combined regulatory levies this financial year, with the Financial Advice Association Australia ( FAAA ) warning rising ASIC and Compensation Scheme of Last Resort (CSLR) cost are placing unsustainable ...

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 ...

FEATURE | Retirement | A layer of confidence

MATTHEW WAI | THURSDAY, 16 JUL 2026

Pounded by the continued rise in the cost of living and extended life expectancy, many Australians are growing more concerned about how they will retire when they reach that age. And this concern will likely persist as the proportion of the population ...

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. ...

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Former chief financial officer at Rest returns in new role

VINNY VUCAGO | 11:16AM

Rest is welcoming back it's former chief financial officer as its inaugural chief commercial officer.

Macquarie chair provides 'cautious' outlook at AGM

ELIZA BAVIN | 12:36PM

Macquarie Group has provided its first quarter update at its AGM, with outgoing chief executive Shemara Wikramanayake describing trading conditions as "satisfactory".

GDG delivers 36% jump in FUM

RIDDHIMA TALWANI | 12:36PM

Generation Development Group has reported strong growth to the year ending June 30.

Aussie Olympian's brother sentenced over crypto scam

RIDDHIMA TALWANI | 12:30PM

The brother of Australian breakdancing Olympian 'Raygun' has been sentenced 12 months' imprisonment for his role in a global cryptocurrency scam.

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Expert Feed

Christian Mueller-Glissmann

Head of Asset Allocation Research

Goldman Sachs

When geopolitics becomes a portfolio risk

Geopolitics is back - again - and Australian investors can no longer treat it as distant background noise.

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Tania Milnes

General Manager Membership

Financial Advice Association Australia

Does association membership still matter?

With all the changes the advice sector has experienced in recent years, such as regulatory reform and increased education and professional standards ...

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Effie Dimitropoulos

Chief executive

AUDD

Digital assets and where they stand in 2026

So far in 2026 digital assets have captured the headlines largely for the wrong reasons, but that doesn't tell the full story.

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Jessica Sclafani

Global retirement strategist

T. Rowe Price

Rethinking default design in a changing market environment

The evolution underway in the US DC system highlights the value of periodically reassessing default design assumptions.

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Advisers Big Day Out - Frankston

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Hugh Killen

MANAGING DIRECTOR AND CHIEF EXECUTIVE OFFICER
AUSTRALIAN AGRICULTURAL COMPANY LIMITED

For Hugh Killen, several life lessons came from spending time on pastoral properties stretching across northern New South Wales and South-West Queensland.

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