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Showing 161 - 170 of 5645 results for "Financial adviser"

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 ...

Macquarie makes bid for Qube

RIDDHIMA TALWANI  |  MONDAY, 24 NOV 2025
... relation to the proposal at this time and it will update them on the bid in due course. Qube has appointed UBS as financial adviser and Allens as legal adviser.

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

MATTHEW WAI  |  FRIDAY, 21 NOV 2025
... need to refresh their compliance framework to prepare for the upcoming changes. According to the AML/CTF Act, a financial adviser or an authorised representative of an Australian financial services licence (AFSL) is providing an item 54 designated service ...

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
MLC Expand has hired a retirement specialist following strong demand for its retirement income product launched in August with TAL and Challenger. Andrew Long is tasked with promoting MLC Retirement Boost to licensees and financial advisers. Long brings ...

FAAA Award winners announced

ANGELIQUE MINAS  |  THURSDAY, 20 NOV 2025
... considerable client distress." The FAAA Adviser of the Year Award honoured Prominent Financial Services senior financial adviser and director Christine Swanson. Since the start of her career in 1987, the judges said, they were impressed with Swanson's ...

Talent crunch lifts base salaries for advisers: Kaizen

RIDDHIMA TALWANI  |  THURSDAY, 20 NOV 2025
... financial planner with experience of less than six years can earn between $120,000-$160,000. A super intra-fund financial adviser can make $115,000-$170,000 with experience of two to five years. Those working in comprehensive advice and with between ...

FAAA launches digital client identification tool

KARREN VERGARA  |  WEDNESDAY, 19 NOV 2025
The Financial Advice Association Australia (FAAA) will launch a digital client identification tool to assist advisers identify and verify their clients for anti-money laundering and counter-terrorism financing (AML/CTF) purposes. FAAA SafeID, an end-to-end ...

HUB24 takes stake in Finura Digital

ELIZA BAVIN  |  WEDNESDAY, 19 NOV 2025
HUB24 has 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 ...

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 ...