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Showing 131 - 140 of 5643 results for "Financial adviser"

Just 450 advisers drop off ASIC FAR after deadline hits

MATTHEW WAI  |  FRIDAY, 16 JAN 2026
... just a quarter of them have ceased their authorisation. According to Rainmaker Information analysis of the ASIC Financial Adviser Register (FAR), about 458 advisers ceased their authorisation since the beginning of December, including 16 this month. ...

'Generous' UK State Pension reforms to hit expats

KARREN VERGARA  |  FRIDAY, 16 JAN 2026
... will impact many expatriates who are relying on these "generous" payments as an income stream, according to a financial adviser. From 6 April 2026, the UK State Pension rules will effectively abolish the Class 2 voluntary National Insurance Contributions ...

Morningstar bulks up managed portfolios team

ELIZABETH FRY  |  THURSDAY, 15 JAN 2026
... trading and portfolio management, at Lonsec as an investment adviser and at Morgan Stanley Smith Barney as a financial adviser. Morningstar Australia country leader Chris Galloway said the appointments mark a big step forward for the firm's managed ...

Advisers 'positioned to thrive' in 2026

ANGELIQUE MINAS  |  THURSDAY, 15 JAN 2026
... landscape, positioning and sector focus, and portfolio construction and global allocation. Fradley Advice specialist financial adviser Nathan Fradley anticipates 2026 going one of two ways, saying "it's going to be a big year of distraction and opportunity". ...

Granite Bay Private Wealth launches, taps BlackRock

KARREN VERGARA  |  WEDNESDAY, 14 JAN 2026
... managing partner. Moon was formerly an executive director at Morgan Stanley for 13 years and was a licensed financial adviser there between 2012 and 2021. He also spent time at UBS, Macquarie and LGT Wealth Management. The firm, which has offices in ...

Betashares launches retirement income SMAs on CFS Edge

MATTHEW WAI  |  WEDNESDAY, 14 JAN 2026
Betashares aims to offer retirees an enhanced income of 2% p.a. above traditional benchmark portfolios through separately managed accounts (SMAs) on the CFS Edge platform. The SMAs leverage Betashares' institutional-grade investment solutions and portfolio ...

M&A activity falls to two-year lows: LSEG

MATTHEW WAI  |  WEDNESDAY, 7 JAN 2026
... compared to last year. Notably, Goldman Sachs advised on US$26.2 billion ($38.9bn) in deals, and was named the top financial adviser, capturing 25.86% market share.

Adviser of MWL, UGC banned for seven years

MATTHEW WAI  |  MONDAY, 22 DEC 2025
Melbourne-based financial adviser Louis Van Coppenhagen has been banned from providing financial services for seven years over a series of misconduct when he was an authorised representative of MWL Financial Services (MWL) and United Global Capital ...

Coastline Advice, Edge Advisory Partners to merge

ANGELIQUE MINAS  |  FRIDAY, 19 DEC 2025
... portfolio, AZ NGA initially gained a minority interest in Edge Advisory Partners, led by managing director and financial adviser Shaun McWilliam. This month, it increased its stake in Edge Advisory Partners and partnered with Coastline Advice, led by ...

Most read in 2025: Financial advice

STAFF WRITER  |  FRIDAY, 19 DEC 2025
... expected reforms were missing. 5. ASIC bans adviser fraudster found with child abuse material A Brisbane-based financial adviser was banned after being found guilty of stealing $640,000 from a deceased client's superannuation account, but it turned ...