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Showing 111 - 120 of 4655 results for "financial advisers"

Advisers 'positioned to thrive' in 2026

ANGELIQUE MINAS  |  THURSDAY, 15 JAN 2026
In conversation with key industry professionals, the prospects for financial advisers in 2026 orbit around an evolving regulatory landscape, positioning and sector focus, and portfolio construction and global allocation. Fradley Advice specialist financial ...

Betashares launches retirement income SMAs on CFS Edge

MATTHEW WAI  |  WEDNESDAY, 14 JAN 2026
... grow, and Betashares has received "strong growth" in demand for the retirement income solution. "As a result, financial advisers can build scalable practices, while also continuing to provide tailored advice, dependent on their clients' goals and ...

Most read in 2025: Financial advice

STAFF WRITER  |  FRIDAY, 19 DEC 2025
... advice stories of the year that was. 1. Jones instigates CSLR review, levy hits $70m As new estimates showed financial advisers would have to fork out $70 million to fund the Compensation Scheme of Last Resort (CSLR) for FY26 - breaching the $20 million ...

Why a single insto client is a massive business risk

KARREN VERGARA  |  TUESDAY, 16 DEC 2025
... ultra-high-net-worth investors, and offers direct investments such as unit trusts and managed accounts, and indirectly via financial advisers. Super funds increasingly moving money to be managed internally is a growing trend that active fund managers ...

Sequoia expects earnings hit from Shield, First Guardian

KARREN VERGARA  |  TUESDAY, 16 DEC 2025
... units," Sequoia said. ASIC is currently suing Sequoia's subsidiary Interprac Financial Planning, alleging its financial advisers provided thousands of Australians poor financial advice and put their retirement savings at significant risk. In August ...

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 ...