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Showing 131 - 140 of 5647 results for "financial adviser"

Super funds, instos shun ETFs, retail dominance prevails

KARREN VERGARA  |  THURSDAY, 22 JAN 2026
Australia's booming exchange-traded funds (ETFs) market is failing to capture the big money from superannuation funds and institutional investors as retail investors' dominance reigns supreme. Surpassing $330 billion in total funds under management ...

The revolving door of opportunities for advisers in 2026

ANGELIQUE MINAS  |  WEDNESDAY, 21 JAN 2026
... strong demand for advice which we only see getting stronger as more people age and retire," Evalesco senior financial adviser Melody Edwards said. Advisers should look towards the gender discrepancies that confoundingly impact needs for retirement advice ...

ETFs continue to drive managed accounts adoption: Research

MATTHEW WAI  |  TUESDAY, 20 JAN 2026
... growing universe of ETFs, as well as interrelated adoption of managed accounts. "We expect over 80% of Australia's financial adviser community to adopt ETFs in client portfolios in 2026," Vynokur said. "However, given the trajectory of adoption of ETFs ...

EQT stands firm on defence, blames ASIC, third parties

KARREN VERGARA  |  MONDAY, 19 JAN 2026
... diverse range of products available on the superannuation platforms for selection on the personalised advice of a financial adviser made that risk acceptable in the circumstances," the summary read. EQT concluded that "ASIC has not sought compensation ...

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 ...