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Showing 91 - 100 of 4647 results for "financial advisers"

Transfer balance cap to rise to $2.1m

JAMIE WILLIAMSON  |  FRIDAY, 30 JAN 2026
... million caps. It would be tidy if they did so, but I don't expect it," he concluded. Outlining considerations for financial advisers, Mills said it's important to consider the most appropriate time to commence a retirement phase pension and how to optimise ...

Multi-boutique expands to Australia, seeks partners

KARREN VERGARA  |  FRIDAY, 30 JAN 2026
Multi-boutique Fairlight Capital Partners is expanding in Australia and is on the lookout for strategies it can introduce to its global network of family offices and institutional investors. Founded in 2018 by Thomas Gent, Charles Bamford and Alexander ...

MLC Expand appoints product strategy lead

RIDDHIMA TALWANI  |  WEDNESDAY, 28 JAN 2026
... clients." Worrell started her new role this month. "I'm passionate about delivering products that empower financial advisers and their clients to achieve their goals. MLC Expand has a strong foundation and a clear vision for the future, and I look ...

New vertical integration model to sprout in 2026: Report

KARREN VERGARA  |  FRIDAY, 23 JAN 2026
... in average practice spend on advice tech". "The exception to this was the influx of AI solutions targeting financial advisers. Predominantly starting as 'note-takers', these solutions all saw rapid growth. Solving the horrible job of doing file ...

'Gross breach of trust': Former adviser sentenced to six years imprisonment

RIDDHIMA TALWANI  |  FRIDAY, 23 JAN 2026
... incompetence and arrogance," Judge Prior said. "I must impose a sentence that will deter other professionals such as financial advisers who might be minded to think that they can use their client's money inconsistently and against their clients' ...

IFS unveils new pathway for industry super fund advice

MATTHEW WAI  |  THURSDAY, 22 JAN 2026
Industry Fund Services (IFS) has launched a "comprehensive solution" designed for financial advisers who want to specialise in industry super fund advice. The Independent Adviser Licensing Mode provides guidance that aligns with members' priorities ...

Super funds, instos shun ETFs, retail dominance prevails

KARREN VERGARA  |  THURSDAY, 22 JAN 2026
... 10% of the ASX's total market cap of $3.28 trillion. Since their humble beginnings in Australia in 2001, financial advisers and SMSFs have been the most ardent customers - a loyalty that has not bucked to this day. The trend underpins the client ...

The revolving door of opportunities for advisers in 2026

ANGELIQUE MINAS  |  WEDNESDAY, 21 JAN 2026
The new year opens a window of opportunities for financial advisers amid a volatile global market and growing geopolitical tensions. One of the major opportunities in 2026 that is tipped to garner huge demand for financial advice is retirement. "There ...

ETFs continue to drive managed accounts adoption: Research

MATTHEW WAI  |  TUESDAY, 20 JAN 2026
New research found almost three quarters of Australian financial advisers (73%) used ETFs for their clients' portfolios last year, as the investment vehicle plays an increasingly significant role in managed accounts. The number is set to increase to ...

EQT stands firm on defence, blames ASIC, third parties

KARREN VERGARA  |  MONDAY, 19 JAN 2026
... Interprac Financial Planning and Venture Egg were also mentioned. In EQT's eyes, losses to members were caused by financial advisers' wrongdoing, responsible entity Keystone Asset Management and related parties. All this was facilitated by auditor BDO ...