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Showing 111 - 120 of 13206 results for "Adviser"

Aussies remain 'positive' about retirement: Challenger

MATTHEW WAI | MONDAY, 13 APR 2026

... would be happier in retirement with greater financial education, with 39% wanting paid education provided by a financial adviser to building financial knowledge and boosting retirement happiness. Challenger chief executive, customer Mandy Mannix said ...

ASIC bans former adviser Rhys Reilly for 10 years

KARREN VERGARA | MONDAY, 13 APR 2026

Former financial adviser Rhys Reilly has been banned from working in financial services for 10 years for "serious misconduct" in which he flogged the First Guardian Master Fund in return for conflicted remuneration. ASIC's investigation into Reilly ...

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 ...

Concerns raised over super switching consultation

ELIZA BAVIN | FRIDAY, 10 APR 2026

Financial services consultant Ben Walsh has called out concerns with Treasury's super switching consultation, saying parts of it miss the mark. Walsh said the consultation focuses on "the 'switch' as the point of failure" while ignoring a "massive 'user ...

New AMP boss outlines vision amid drooping share price

KARREN VERGARA | FRIDAY, 10 APR 2026

... will be done via a "relentless focus on customer acquisition and retention, and importantly, by growing and deepening our adviser partnerships." He plans to ramp up the use of AI across the business, such as contact centres and corporate functions. "At ...

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 ...

Super Consumers Australia raises concerns over Treasury reforms

RIDDHIMA TALWANI | THURSDAY, 9 APR 2026

Super Consumers Australia has called for the government to focus on reforms that will actually protect people, warning against ineffective measures and those that will harm victims. It raised concerns over the proposal to remove the 'but for test' from ...

Merchant pledges long-term commitment to Australia with new hires

MATTHEW WAI | THURSDAY, 9 APR 2026

... management, financial advice, and banking. He spent over 20 years at Macquarie Group, most recently leading the virtual adviser network within wealth solutions. "The advice industry is at an important point in its development, with firms focused on sustainability ...

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 ...

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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Christian Mueller-Glissmann

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Geopolitics is back - again - and Australian investors can no longer treat it as distant background noise.

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