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Showing 121 - 130 of 5681 results for "Financial Adviser"

Former adviser incurs additional charges for dishonest conduct

RIDDHIMA TALWANI  |  FRIDAY, 6 MAR 2026
Former financial adviser Donald James Cuthbertson has been charged with 11 additional counts of dishonest representation. Last year, Cuthbertson was slapped with multiple charges for allegedly making dishonest representations to potential investors ...

Morgan Stanley sheds 2500 global roles

KARREN VERGARA  |  FRIDAY, 6 MAR 2026
Morgan Stanley is shedding 2500 jobs across its global workforce, affecting many in the investment banking, wealth management and investment management divisions. As first reported overnight by the Wall Street Journal, roles from front office to the ...

Research reveals 'alarming spike' in super switching

ELIZA BAVIN  |  FRIDAY, 27 FEB 2026
... Australians' financial wellbeing and to their confidence at retirement - and great advice from a professional financial adviser can make a very positive difference." Schubert said the patterns in the data suggest the effect of other influences. "Alarm ...

Generation Life expands investment menu

RIDDHIMA TALWANI  |  THURSDAY, 26 FEB 2026
Generation Life has expanded its investment menu with five new options across private markets, geared strategies and global small caps. It said the enhancements provides investor access to asset classes traditionally reserved for institutional investors ...

CFS cuts ties with Otivo, launches own super advice

KARREN VERGARA  |  WEDNESDAY, 25 FEB 2026
... Advice, which is free to members, offering simple, tailored guidance on superannuation from a qualified CFS financial adviser. Combining digital tools with the benefits of a professional adviser, members can select an advice topic, complete a digital ...

Centrepoint Alliance, Count see strong earnings growth

MATTHEW WAI  |  TUESDAY, 24 FEB 2026
Both financial advice groups have reported strong first-half performance, underpinned by heightened demand for advice and the expansion of their adviser networks. In the first half of FY26, Centrepoint Alliance's gross revenue rose 12% from the ...

Adviser gap could boost equity release products: Homesafe

MATTHEW WAI  |  MONDAY, 23 FEB 2026
Home equity release solutions may address the "asset-rich but cash-poor" issue transpiring across older generations who cannot get access to financial advice, Homesafe Wealth says. According to Homesafe the shrinking adviser numbers are contributing ...

OneVue adviser exits dents Praemium's FUA

KARREN VERGARA  |  MONDAY, 23 FEB 2026
Praemium has lost $827 million in gross outflows mostly related to financial advisers from OneVue exiting after it finalised the acquisition of the platform last December. The group reported a total of $70.5 billion in funds under administration (FUA) ...

Advisers prioritise robust planning, education in retirement planning

KARREN VERGARA  |  FRIDAY, 20 FEB 2026
To ensure clients end up with a comfortable retirement, financial advisers prioritise providing a solid plan and boosting their superannuation literacy, a survey shows. Polling the audience at the 2026 SMSF Association National Conference in Adelaide ...

SMSFs need to stay ahead of the regulatory curve: Nowinfinity

MATTHEW WAI  |  FRIDAY, 20 FEB 2026
Nowinfinity general manager Kate Anderson said upcoming regulatory changes will have a significant impact on compliance for self-managed superannuation funds (SMSF) and advised professionals to stay alert. With Division 296, AML/CTF Tranche 2, and Payday ...