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Showing 1 - 10 of 9846 results for "advisers"

AMP appoints employer partnership lead

VINNY VUCAGO  |  FRIDAY, 24 JUL 2026
... superannuation and investments Melinda Howes said the appointment reflected the growing role employers and financial advisers play in helping members build long-term financial security. "No other fund offers a member proposition like AMP Super across ...

Advisers lean on AQF7 to meet education standards: Rainmaker

MATTHEW WAI  |  FRIDAY, 24 JUL 2026
... Australian Qualifications Framework (AQF) 7 qualifications are the most common forms of qualification among financial advisers, held by 85% of the population. Taking into account the new professional standards reforms, which came into effect at the beginning ...

Acclaim Wealth makes C-suite appointment in newly created role

MATTHEW WAI  |  THURSDAY, 23 JUL 2026
... technology-enabled efficiency and scalable growth. As head of adviser services, West supported more than 750 financial advisers nationally, introduced workflow automation and analytics capabilities, and led a range of technology and process improvements ...

Viridian promotes to investment team, launches Infinity

KARREN VERGARA  |  WEDNESDAY, 22 JUL 2026
... manages more than $5.5 billion on behalf of clients. "The advice market has evolved significantly over the past decade. Advisers are supporting increasingly diverse client needs, from retail investors through to high-net-worth families and not-for-profits ...

Crole exits Sequoia effective immediately

KARREN VERGARA  |  WEDNESDAY, 22 JUL 2026
... Sequoia and its subsidiaries. Crole exits amidst corporate regulator ASIC's action against InterPrac, alleging its advisers failed to act in clients' best interests. Together, InterPrac representatives Venture Egg and Rhys Reilly Pty Ltd advised ...

Praemium reaches $78bn in FUA with HNW focus

MATTHEW WAI  |  WEDNESDAY, 22 JUL 2026
... executive Anthony Wamsteker said the strong quarter validated its strategic focus on the HNW segment. "We are seeing advisers increasingly seek solutions that can support more complex client requirements, including alternative assets, sophisticated portfolio ...

FEATURE | Platforms | The investment supermarket

RIDDHIMA TALWANI  |  TUESDAY, 21 JUL 2026
... poor conduct in the collapse involved an "interconnected chain of entities," including lead generators and financial advisers along with concerning super-switching practices, the role of platforms has also come under scrutiny. ASIC in its latest review ...

HUB24 FUA soars over $164bn

MATTHEW WAI  |  TUESDAY, 21 JUL 2026
... explained. During the quarter, the platform also increased agreements with 36 new licensees, bringing the total number of advisers on platform to 5649, growing 11% from the same period last year. HUB24 said strong demand for financial advice is underpinned ...

Perpetual rejects another EQT AB bid

KARREN VERGARA  |  MONDAY, 20 JUL 2026
... Perpetual "carefully considered the terms of the revised indicative proposal and obtained advice from its financial and legal advisers in relation to it". The Perpetual board ultimately found it was "not in the best interests" of its shareholders. Perpetual ...

New alternative investment firm lands in Sydney

MATTHEW WAI  |  MONDAY, 20 JUL 2026
... high-net-worth (HNW) clients and family offices currently, Wilson said it is keen to expand its collaboration with financial advisers on the longer-term. "I'm very aware that advisers typically need a fund to be on the approved product list (APL)... ...
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