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Showing 131 - 140 of 13206 results for "adviser"

Capstone launches back office service for self-licensed advisers

MATTHEW WAI | WEDNESDAY, 1 APR 2026

... operations, freeing up their time to service clients." "There's a common message I hear from nearly every self-licensed adviser, 'I didn't realise how much time and effort was involved in running my own AFSL' - it's the same frustration ...

Another former Venture Egg adviser slapped with four-year ban

MATTHEW WAI | TUESDAY, 31 MAR 2026

A Victorian financial adviser, who was supervised by Ferras Merhi of United Financial Advice and Ferras Merhi Pty Ltd (Venture Egg), has been banned for four years over inappropriate advice and deceptive conduct, including impersonating other advisers. ...

Fundamental focus necessary in volatile markets: Auscap

RIDDHIMA TALWANI | MONDAY, 30 MAR 2026

The long-term drivers of return come down to dividend yield and earnings growth over time, according to Auscap Asset Management chief investment officer Tim Carleton. Speaking at the recent Financial Standard Advisers Big Day Out (ABDO) in Sydney, Carleton ...

T. Rowe Price Australia country head exits

ELIZABETH FRY | MONDAY, 30 MAR 2026

T. Rowe Price Australia is bracing for further leadership change, with its country head confirmed to depart in July following the exit of its head of intermediary. Darren Hall, who served as head of distribution for Australia and New Zealand, will leave ...

Channel Capital adds distribution director

ELIZABETH FRY | THURSDAY, 26 MAR 2026

... Capital has added a distribution director, strengthening its team at a time of growing demand for alternatives education and adviser support in the wealth sector. In his new role, Keenan Bunning will support advisers across the market, helping them navigate ...

Adviser reprimanded over clients' loss of cover

JAMIE WILLIAMSON | THURSDAY, 26 MAR 2026

The Financial Services and Credit Panel (FSCP) issued a reprimand to a financial adviser who recommended a client roll their super over to another product, costing them their insurance coverage. The financial adviser was reprimanded this month, after ...

Yarra hunts for superior returns outside ASX giants

RIDDHIMA TALWANI | THURSDAY, 26 MAR 2026

The 280 companies on the ASX 300 beyond the top 20 blue chip names can offer investors superior risk-adjusted returns, Yarra Capital Management chair and head of Australian equities Dion Hershan said. Speaking at the Financial Standard Advisers Big ...

North adds private markets SMA for retail investors

MATTHEW WAI | THURSDAY, 26 MAR 2026

... staying private for longer, the firm said, noting more opportunities are occurring outside listed markets, ramping up adviser demand. Russell Investments head of distribution in Australia and New Zealand Neil Rogan said the portfolio aims to accommodate ...

ETF home bias more prominent amid global unrest: BlackRock

RIDDHIMA TALWANI | WEDNESDAY, 25 MAR 2026

BlackRock said Australian ETF investors are preferring local equities over the US as global unrest rises due to the conflict in the Middle East. It's flagship IOZ ETF, which provides investors exposure to Australian S&P/ASX200 stocks, saw flows ...

FEATURE | Regulation: Picking up the pieces

KARREN VERGARA | TUESDAY, 24 MAR 2026

... liquidation. "It had a legitimate name, and I went on to research the company. AusCompare then allocated me to a financial adviser at Reilly Financial. I talked to the adviser and did my due diligence, Google checking and so forth," Kee says. This took ...

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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