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Showing 121 - 130 of 4647 results for "financial advisers"

Advisers want to boost client book by 36%: CFS

KARREN VERGARA  |  MONDAY, 24 NOV 2025
While financial advisers have marginally increased the number of clients on their books to 112 on average, they aspire to serve 36% more, a new Colonial First State (CFS) survey finds. Advisers on average have increased the number of clients served ...

Advisers may be caught by new AML/CTF reforms: Expert

MATTHEW WAI  |  FRIDAY, 21 NOV 2025
... primary goal of the reform is to help the government catch the "bad guys", as it realises lawyers, accountants, financial advisers and other professional service providers tend to better understand their clients than banks, as he outlines how advisers ...

Ditch cash, curb emotionally led investing: Expert

KARREN VERGARA  |  FRIDAY, 21 NOV 2025
The opportunity costs of leaving cash in a savings account are too high as financial advisers can do more to help manage clients' emotional responses when it comes to taking higher risks with their money, a behavioural finance expert said. At the ...

MLC platform adds retirement specialist

ELIZABETH FRY  |  THURSDAY, 20 NOV 2025
... August with TAL and Challenger. Andrew Long is tasked with promoting MLC Retirement Boost to licensees and financial advisers. Long brings years of experience to the role, having held strategic retirement partnership positions at Colonial First State ...

FAAA Award winners announced

ANGELIQUE MINAS  |  THURSDAY, 20 NOV 2025
... winners and finalists at this year's awards." "They are showcasing the positive and life-changing impact that financial advisers can have, particularly in Australia's complex and ever-changing financial environment. "This important recognition can't ...

Talent crunch lifts base salaries for advisers: Kaizen

RIDDHIMA TALWANI  |  THURSDAY, 20 NOV 2025
The shortage of financial advisers is seeing firms increasingly raise base salaries by as much as $50,000, according to a report by Kaizen Recruitment. The recruitment firm's latest wealth management salary guide found it comes as superannuation funds ...

FAAA launches digital client identification tool

KARREN VERGARA  |  WEDNESDAY, 19 NOV 2025
... working with the Attorney-General's Department and AUSTRAC on the new AML/CTF reforms. "The win here is that financial advisers will retain their less onerous obligations under item 54 of the regulations, and they will not be captured unreasonably by ...

HUB24 takes stake in Finura Digital

ELIZA BAVIN  |  WEDNESDAY, 19 NOV 2025
... taken an equity stake in Finura Digital, the parent company to Advice Designer, a SaaS platform that helps financial advisers automate their advice production processes. In addition, HUB24 will introduce myhub, an "ecosystem concept" being developed ...

Human biases call for simpler retirement framework: Research

RIDDHIMA TALWANI  |  TUESDAY, 18 NOV 2025
Financial advisers need to tackle inherent behavioural bias in members and build simpler frameworks to improve retirement outcomes, according to research by Industry Fund Services (IFS). The whitepaper, published in collaboration with Challenger, identified ...

Milford appoints country head

ELIZA BAVIN  |  TUESDAY, 18 NOV 2025
... head of adviser distribution, investment management. He was responsible for servicing a national footprint of financial advisers, dealer groups, research teams and platforms in addition to leading a team of business development professionals. Milford ...