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Showing 1 - 10 of 13206 results for "adviser"

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI  |  FRIDAY, 5 JUN 2026
... its restricted self-managed superannuation fund (SMSF)/limited-advice service, losing some 26 advisers on the Financial Adviser Register (FAR), latest data shows. Padua WealthData's weekly adviser update shows that Count now has 527 advisers - from 553 ...

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA  |  FRIDAY, 5 JUN 2026
Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million. The ASX-listed wealth firm said BMO made the confidential, non-binding and conditional proposal to ...

Otivo launches AI-powered financial advice

MATTHEW WAI  |  THURSDAY, 4 JUN 2026
Otivo has launched a mobile app for Australians to access licensed advice powered by artificial intelligence (AI). The app is Australia's first licensed advice platform on mobile and operates under Otivo's Australian financial services licence ...

BT appoints new head of strategy

KARREN VERGARA  |  THURSDAY, 4 JUN 2026
A former Allianz Retire+ executive has joined BT as the new head of strategy. Simon Aboud joined the wealth manager on June 1. Late last year, Aboud left Allianz Retire+ as its chief product and marketing officer, a role he assumed in May 2021. Prior ...

Brookfield accelerates infrastructure strategy in Australia

VINNY VUCAGO  |  WEDNESDAY, 3 JUN 2026
Brookfield has expanded its private wealth offering in Australia with the launch of an infrastructure income fund designed to provide wholesale investors access to the assets managers global private infrastructure portfolio. The Brookfield Infrastructure ...

Centrepoint Alliance acquires two advice firms

KARREN VERGARA  |  MONDAY, 1 JUN 2026
... Centrepoint's Brisbane office. Completion is expected to finalise July 1 subject to standard regulatory approvals and adviser transitions. Astute is Centrepoint's key referral and distribution partner. The new deal further builds on Centrepoint's ...

Retirement fears persist despite rising preparedness: CFS

VINNY VUCAGO  |  MONDAY, 1 JUN 2026
... Australians who receive financial advice said they felt prepared for retirement, compared with just 45% of those without an adviser. Power noted reducing barriers to advice would be critical to helping more Australians retire with confidence.

We don't always vote in complainants' favour: AFCA

MATTHEW WAI  |  MONDAY, 1 JUN 2026
... failed to close on an agreed basis, he said, the case manager will provide a preliminary assessment to the related firm or adviser, which will trigger an intermittent termination should they reject AFCA's recommendation.

CSLR levy must be directed towards bad actors: Burgess

MATTHEW WAI  |  FRIDAY, 29 MAY 2026
... SMSF investors are eligible because they are a retail client who has paid for financial advice from a licensed financial adviser to invest in a regulated retail financial product, and as a result have fallen victim to poor advice and/or product failure." ...

Natixis IM country head exits to lead Evidentia Group

VINNY VUCAGO  |  FRIDAY, 29 MAY 2026
... Investment Solutions were integrated into a larger managed accounts platform focused on governance, risk management and adviser solutions. Smith said it had been "particularly rewarding" to see the two businesses come together under Wright's leadership ...
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