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Showing 91 - 100 of 12198 results for "ASI"

SMSF Adviser Network shuts its doors, 85 advisers vanish from FAR

MATTHEW WAI | FRIDAY, 10 APR 2026

SMSF Adviser Network (SAN) has closed its doors and subsequently seen its entire fleet of 85 advisers delisted from ASIC's financial adviser register (FAR). SAN's representatives were predominantly accountants who operated under a limited licence ...

ASIC hands down 10-year adviser ban

ELIZA BAVIN | THURSDAY, 9 APR 2026

ASIC has banned Benjamin Godfrey, the former director and responsible manager of ISG Financial Services Limited (ISG). ASIC suspended ISG's AFSL in July 2022 after it found it failed to meet statutory audit and financial reporting lodgement obligations. ...

Former Venture Egg adviser permanently banned

JAMIE WILLIAMSON | THURSDAY, 9 APR 2026

A financial adviser who allowed others to provide Statements of Advice (SOAs) in his name and was actively involved in the dodgy referral processes that led to significant client losses due to the Shield and First Guardian collapses is now banned. Aristotle ...

Macquarie-backed IDA sets up $150m credit warehouse

RIDDHIMA TALWANI | THURSDAY, 9 APR 2026

IDA, a specialist real estate private credit and investment manager backed by Macquarie Asset Management, has established a $150 million senior credit warehouse to support investments. UBS has provided the senior financing to the facility. IDA is backed ...

Sale of Interprac raises eyebrows at ASIC

JAMIE WILLIAMSON | WEDNESDAY, 8 APR 2026

ASIC wants the Federal Court to appoint a receiver to investigate the fire sale of Interprac Financial Planning to Conquest Investment Partners, saying it has concerns over what it may mean for the advice group's creditors. The regulator has applied ...

ASIC bans another MWL adviser

RIDDHIMA TALWANI | WEDNESDAY, 8 APR 2026

ASIC has banned another MWL financial adviser David Lofthouse for three years for advising clients to invest at least 75% of their superannuation savings into the High Growth or Growth class of the Shield Master Fund. ASIC said Lofthouse gave six clients ...

Coinbase receives AFSL, plans product expansion

MATTHEW WAI | WEDNESDAY, 8 APR 2026

Coinbase Australia, a subsidiary of Coinbase Global, has been granted an Australian financial services licence (AFSL), as the crypto exchange looks to expand into traditional financial products leveraging digital asset infrastructure. Shortly after ...

Calm urged as global markets look 'increasingly unstable'

ELIZA BAVIN | TUESDAY, 7 APR 2026

Global markets have endured a rollercoaster ride as the conflict in the Middle East rages on, stoked by strong rhetoric from US President Donald Trump. Over the course of the long weekend Trump took to Truth Social to issue a fresh ultimatum to the ...

Adviser exam pass rate exceeds 70% for the first time in 12 months

MATTHEW WAI | TUESDAY, 7 APR 2026

The pass rate has surpassed 70% for the first time in a year. In the March exam cycle, 292 sat the exam and 209, or 71.6%, passed the exam. Some 227 (77.7%) sat the exam for the first time. Unsuccessful candidates will receive general feedback on areas ...

Orbis appoints ex-Antipodes Partners investment director

MICHELLE BALTAZAR | THURSDAY, 2 APR 2026

Alison Savas has been appointed as the new investment director at Orbis, working with Eric Marais, head of clients - Australia and Vern du Preez, investment specialist, at the global contrarian fund manager. Prior to the move, Savas was an investment ...

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BT appoints new head of strategy

KARREN VERGARA

A former Allianz Retire+ executive has joined BT as the new head of strategy.

ASX sees trade volumes soar in May

MATTHEW WAI

ASX saw a substantial growth in trade volumes last month, despite continued lackluster movement in IPOs.

Otivo launches AI-powered financial advice

MATTHEW WAI

Otivo has launched a mobile app for Australians to access licensed advice powered by AI.

Munro expands access to climate focused fund

VINNY VUCAGO

The Munro Global Growth Climate Leaders PIE Fund has been opened to retail investors in New Zealand.

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