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Showing 1 - 10 of 80 results for "Wealth Services"

Netwealth recruits AI expert to boost in-house advice tech

RIDDHIMA TALWANI  |  THURSDAY, 10 SEP 2026
Netwealth has appointed data intelligence expert and technologist Silvio Giorgio as general manager of data and artificial intelligence (AI). An immediate focus for Giorgio will be to aggregate multiple sources of data for advisers, helping organise ...

Equity Trustees super exit sparks Hejaz Islamic Super and Pension closure

KARREN VERGARA  |  MONDAY, 31 AUG 2026
... first-ever Islamic pension product, alongside a new super offering, advancing its commitment to offer comprehensive wealth services tailored for the Muslim community in Australia. Hejaz chief executive Hakan Ozyon wrote to members, stressing the decision ...

Super trustee business dents Equity Trustees' FY26 results

MATTHEW WAI  |  THURSDAY, 27 AUG 2026
... funds under management, administration and supervision for continuing operations, which includes the trustee and wealth services (TWS) and corporate trustee services (CTS), increased 15.1% to $191.9 billion. Revenue for both ongoing departments also ...

Diversa drags Praemium into First Guardian lawsuit

KARREN VERGARA  |  TUESDAY, 23 JUN 2026
... been thrown in the mix by Diversa Trustees. Praemium this morning announced, together with Powerwrap and One Vue Wealth Services (OVWS), it received notices of a cross-claim from Diversa Trustees relating to ASIC's proceedings taking action against ...

Equity Trustees opts out of super trustee business

RIDDHIMA TALWANI  |  MONDAY, 22 JUN 2026
... said this is part of a strategic repositioning to focus on its core corporate trustee services and trustee and wealth services businesses. ASIC recently commenced a second proceeding in the Federal Court against ETSL, alleging failures in care, skill ...

ASIC slaps adviser with 10-year ban, strips AFSL

MATTHEW WAI  |  FRIDAY, 19 JUN 2026
ASIC has banned Brett Newbound of Victoria, a financial adviser and the sole director of Freedom Wealth Services, which has subsequently lost its Australian financial services licence (AFSL). According to ASIC, Newbound was found to have forged client ...

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA  |  FRIDAY, 5 JUN 2026
... and acquisitions, and corporate advisory. If the sale goes ahead, Euroz Hartleys' other business line - private wealth services - would remain intact. This division comprises private wealth advisers who work with high-net-worth individuals, companies ...

Equity Trustees places superannuation arm under review

JAMIE WILLIAMSON  |  THURSDAY, 19 FEB 2026
... goodwill of the business." It said the business operates at lower margins to Corporate Trustee Services and Trustee Wealth Services and is operating in an environment of elevated regulatory scrutiny for platform-based super funds which is creating uncertainty ...

Diversa to 'vigorously defend' ASIC allegations

KARREN VERGARA  |  WEDNESDAY, 10 DEC 2025
... (AusPrac) and YourChoice Super. Praemium Australia is the promoter and platform operator of Praemium, while OneVue Wealth Services is the promoter and platform operator of YourChoice and AusPrac. Praemium is the parent company of YourChoice and AusPrac. ...

Outsourcing will 'supercharge' value of advice: Netwealth

MATTHEW WAI  |  TUESDAY, 4 NOV 2025
... outcomes." Additionally, there are many ways a business can evolve its product or service by offering additional wealth services like mortgage broking, estate planning, accounting services, or even lending services, especially for the younger generation. ...
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