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Showing 131 - 140 of 4647 results for "financial advisers"

Estimated CSLR levy comes in at $127m for FY27

JAMIE WILLIAMSON | MONDAY, 17 NOV 2025

... Shield. In total, the initial estimate for FY27 is $137.5 million. With $126.9 million expected to be paid by financial advisers, the balance is split between the securities dealing, credit intermediation and credit provision sub-sectors. Securities ...

Brighter Super expands senior team

ANGELIQUE MINAS | THURSDAY, 13 NOV 2025

... team will be responsible for the fund's growth strategy and strengthening relationships with independent financial advisers (IFAs). He will also lead a team of on-the-ground super specialists, managing the fund's relationships with nearly 1600 ...

Stay or leave: ASIC's private credit clampdown tests managers

RIDDHIMA TALWANI | THURSDAY, 13 NOV 2025

... procedures that managers have in place." He noted that the liquidity of a product should be something that gives financial advisers confidence. "As advisers, if you can't get comfort around the liquidity that someone's offering you, that's ...

SQM Research faces court over 'favourable' rating of Shield

MATTHEW WAI | THURSDAY, 13 NOV 2025

... Research downgraded Shield's rating to 'hold' in December 2023. The reports were distributed to financial advisers and super trustees, subsequently leading some 5800 people to invest in Shield. In many cases, people invested in Shield after ...

Advice industry under strain amid crisis of inefficiencies: Elemnta

MATTHEW WAI | TUESDAY, 11 NOV 2025

Financial advisers are struggling with inefficiencies in data and implementations that are hindering advice accessibility, growth, and profitability. Early data from the Elemnta-Marshan Consulting 2025 Adviser Efficiency Analysis report highlights three ...

ASIC cracks down on adviser CPD failures

ELIZA BAVIN | FRIDAY, 7 NOV 2025

Five financial advisers have been brought before the Financial Services and Credit Panel (FSCP) for failing to comply with their continuing professional development (CPD) requirements, ASIC said. The financial regulator convened multiple sitting panels ...

Advisers favour non-traditional equity exposures: Fidante

ANGELIQUE MINAS | THURSDAY, 6 NOV 2025

... indicating that advisers are looking towards opportunities beyond traditional equity exposures. Of the over 200 financial advisers surveyed, 60% indicated a bullish sentiment towards Australian small caps in the next six months. This was paralleled in ...

Majority of SMSF establishments based on bad advice: ASIC

KARREN VERGARA | THURSDAY, 6 NOV 2025

... borrowing arrangements. ASIC warned licensees that they are ultimately responsible for the advice provided by their financial advisers. Looking at licensees' policies and procedures, 47 client files that contained records of pre-vetting the SMSF establishment ...

Metrics supports efforts to raise standards in private credit

RIDDHIMA TALWANI | THURSDAY, 6 NOV 2025

... market grows," Challenger chief executive Victor Rodriguez said. A VanEck survey in September 2025 of over 500 financial advisers found that 40% do not allocate client funds to private markets at all, and a further 27.4% only do so opportunistically. ...

Majority reject crypto investments in super fund: Swyftx

MATTHEW WAI | THURSDAY, 6 NOV 2025

... around fraud (31%)," the report said. "We expect this trend to continue until digital assets are legislated and financial advisers are able to support their clients on the asset class." Despite this, there remains a conviction among Australians that ...

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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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