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Showing 1 - 10 of 4699 results for "financial advisers"

Opex Consulting taps Iress data lead

MATTHEW WAI  |  WEDNESDAY, 2 SEP 2026
... financial advice solutions provider to lead a wide range of its ongoing initiatives to enhance efficiency for financial advisers. Alten Hulme has joined Opex Consulting as head of enterprise partnerships and solutions, where he will steer growth of its ...

FAAA pushes to expand NCA to financial advisers

RIDDHIMA TALWANI  |  FRIDAY, 28 AUG 2026
... Association Australia (FAAA) said it will advocate strongly to expand the scope of the New Class of Advisers' to all financial advisers, which will currently be limited to only superannuation funds and life insurers. The reforms will help Australians ...

Centrepoint takes control of QLD advice group

VINNY VUCAGO  |  THURSDAY, 27 AUG 2026
... offices in Bundaberg and Brisbane, servicing about 626 client groups as of June 2026. The business has five financial advisers, one professional year adviser and nine employee shareholders, generating about $3 million in annual revenue. Centrepoint will ...

Half of Australians lack retirement plan: Vanguard

KARREN VERGARA  |  THURSDAY, 27 AUG 2026
... they rely on their own research. They also tend to consult partners, family and friends more frequently than financial advisers. Despite the growing trend of financial influencers on social media, only 5% of Australians reported relying on these sources ...

Phil Anderson to retire at the upcoming FAAA Congress

MATTHEW WAI  |  WEDNESDAY, 26 AUG 2026
... across different parts of the financial services industry and was most notable for leading the Association of Financial Advisers (AFA) as chief executive before merging with Financial Planning Association of Australia (FPA) took place in 2023 to form ...

Advised clients more satisfied despite heightened costs: Report

MATTHEW WAI  |  TUESDAY, 25 AUG 2026
A new report highlighting the value of financial advisers indicates clients are even more satisfied despite a higher cost of seeking advice. According to Russell Investments' annual Value of an Adviser Report, which surveyed almost 1000 Australians ...

FinCap launches private markets review for advisers

VINNY VUCAGO  |  MONDAY, 24 AUG 2026
FinCap Platform has launched a complimentary private markets portfolio review for financial advisers. The move comes as it expands an education program aimed at helping allocations and respond to growing client demand. The review, led by FinCap head ...

FS Power50 voting opens

VINNY VUCAGO  |  MONDAY, 24 AUG 2026
Voting for Australia's most influential financial advisers in the 2026 Financial Standard Power50 is now open, with 122 advisers shortlisted for the annual ranking. The FS Power50 recognises advisers who demonstrate leadership and influence within ...

Second bidder emerges for Equity Trustees

MATTHEW WAI  |  MONDAY, 24 AUG 2026
... provided efficiently, honestly and fairly. ASIC also alleges it increased exposure to Shield by members and their financial advisers on a superannuation platform.

APRA targets platform trustees, welcomes stronger powers

KARREN VERGARA  |  THURSDAY, 20 AUG 2026
... platform trustees, given their investment menus are typically broader, platform products are more complex, and financial advisers can play a larger role in selecting and recommending investment options." APRA foresees the proposals to have little impact ...
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