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Showing 111 - 120 of 4650 results for "FINANCIAL ADVISERS"

Praemium acquires Technotia Laboratories

ANGELIQUE MINAS  |  MONDAY, 15 DEC 2025
... will advance Praemium's ambitions of enhancing its artificial intelligence-powered tools for high-net-worth financial advisers, by leveraging Technotia Laboratories' proprietary technology and scientific expertise. Since 2024 it has been collaborating ...

Mulino looks to reform CSLR

ELIZA BAVIN  |  THURSDAY, 11 DEC 2025
... I'm going to look at other possible sources of funding. So, that would include the parent companies of financial advisers as one possible option. It would include high-risk MISs, and I know that some of the stakeholders may put to me the idea of ...

AMP to pay $29m to settle class action

RIDDHIMA TALWANI  |  THURSDAY, 11 DEC 2025
AMP has settled a class action brought by Shine Lawyers in 2020, which claimed the firm's financial advisers breached their fiduciary and statutory duties to an estimated 100,000 clients. The AMP commissions and insurance class action was commenced ...

Datt Capital opens small cap fund to retail investors

ELIZA BAVIN  |  MONDAY, 8 DEC 2025
... Companies Fund, launched in 2023, had been limited to sophisticated investors. With the introduction of Class B, financial advisers can now access the strategy for their clients via platforms. Fundhost remains the responsible entity and issuer of the ...

Shield proposes to liquidate equities to pay investors

KARREN VERGARA  |  WEDNESDAY, 3 DEC 2025
... proceedings against 18 defendants with more to come. This spans the entire value chain, from research houses and financial advisers to auditors. Australians are dependent on the chain of financial experts behind their investments, he said, adding that ...

Super funds most relied upon for advice: Survey

MATTHEW WAI  |  WEDNESDAY, 3 DEC 2025
... which continue to be the "most relied-upon" channel, used by 54%. Additionally, many are now consulting with financial advisers to make retirement planning decisions, aligning with Investment Trends' recent 2025 Financial Advice Report, which indicated ...

More than 2000 advisers at risk as deadline looms

JAMIE WILLIAMSON  |  MONDAY, 1 DEC 2025
Just one month out from the qualification deadline, some 2326 financial advisers are still yet to meet the standard, says ASIC. As at November 20, there were 15,469 relevant providers listed on the Financial Advisers Register. Of these, 7959 hold an ...

Advisers acquired 300k new clients in 2025: Report

KARREN VERGARA  |  MONDAY, 1 DEC 2025
The number of new clients financial advisers acquired amounted to 300,000 in 2025, bucking the downward trend in recent years, an Investment Trends report shows. The 2025 Financial Advice Report found that after several years of decline in client acquisition ...

FAAA's Advice Academy launches

KARREN VERGARA  |  FRIDAY, 28 NOV 2025
... advisers plan ahead for the journey to becoming a licensed professional adviser." Rainmaker's analysis of the Financial Advisers Register at the end of September showed there were 15,446 active advisers. That month, ASIC warned that the profession was ...

Brookfield, GIC chase $4bn acquisition

ELIZA BAVIN  |  FRIDAY, 28 NOV 2025
... be agreed or that the potential transaction will proceed." NSR has appointed Citigroup and JP Morgan as its financial advisers.