6+ hour, 10+ min ago   (403+ words) The new team will initially consist of three professionals, including Kim Nguyen as an investment director, and an unnamed investment manager and investment analyst. Nguyen most recently served as executive director, investments at the NSW Government’s Energy Security Corporation and…...

3+ day, 4+ hour ago   (570+ words) Two former financial advisers have had their bannings reviewed by the Administrative Review Tribunal (ART) over participating in flawed advice models. Shane Monte Silva, formerly an authorised representative of FSGA and financial adviser at AS Financial Planning Pty Ltd, was…...

3+ day, 2+ hour ago   (703+ words) After a turbulent first half of 2026, boutique fund manager Ten Cap is looking to AI infrastructure, healthcare and active stock-picking to drive its next leg of growth. At a Sydney event on 10 September, portfolio manager Jun Bei Liu, co-founder Jason…...

3+ day, 2+ hour ago   (428+ words) Donald Cuthbertson, a former financial services company director and financial adviser, has been charged with 24 offences of making false or misleading representations to investor and perverting the course of justice. The charges were made in an indictment filed on 28 August…...

21+ hour, 5+ min ago   (161+ words) Wealth advisory firm Koda Capital has been selected as the investment management partner for health and medical research charity Flinders Foundation. Adelaide-based Flinders Foundation works with the Southern Adelaide Local Health Network (including Flinders Medical Centre) and Flinders University to…...

3+ day, 10+ hour ago   (516+ words) Netwealth has appointed data intelligence expert and technologist Silvio Giorgio as general manager for data and AI. He joins the platform at the outset of its ambition to double funds under advice by FY30, with a core focus on boosting operational…...

4+ day, 6+ hour ago   (349+ words) Advisers are invited to look beyond performance and into market positioning and investment practices, in order to assess whether a managed account can remain relevant. Andrea Theouli, deputy head of research at Lonsec, extends a series on the evolution of…...

5+ day, 3+ hour ago   (325+ words) The use of hybrid pricing is gaining momentum for advice firms while asset-based fees are declining, according to Vital Business Partners (VBP). The 2026 Advice Fee Benchmarking Report surveyed 143 Australian advice firms representing around 500 advisers to understand what firms are charging…...

5+ day, 1+ hour ago   (454+ words) Boutique advisory firm Aperio Financial Services is partnering with the licensing and business services firm Akumin, just weeks after the same move by Ironbark Advice. According to Akumin, advisers are expressing “strong demand” for support, reflected in this move for…...

5+ day, 1+ hour ago   (438+ words) Mines in the Vines, an Australian investor access event series connecting ASX-listed and emerging resources companies, returns this October in the Mornington Peninsula. The event will return to Victoria’s Mornington Peninsula on Thursday, 1 October 2026, bringing together a curated audience of…...