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Showing 171 - 180 of 5643 results for "Financial adviser"

Former ASIC chair, FASEA chief launch trustee

JAMIE WILLIAMSON | MONDAY, 17 NOV 2025

... to 2021, will serve as independent chair of the new trustee firm. Glenfield, who was chief executive of the Financial Adviser Standards and Ethics Authority (FASEA) between 2018 and 2022, is an independent director. Super Trustees Australia currently ...

Estimated CSLR levy comes in at $127m for FY27

JAMIE WILLIAMSON | MONDAY, 17 NOV 2025

... under the CSLR where a 'counterfactual investment loss' occurred if a complaint is made against their financial adviser. If all 3000 investors were to lodge a complaint and were successful, this could total an additional $100 million to be paid ...

Brighter Super expands senior team

ANGELIQUE MINAS | THURSDAY, 13 NOV 2025

Brighter Super has introduced three new senior leadership positions. It has appointed Hayley Powell as head of superannuation and retirement advice, Craig Godfrey as head of IFA partnership and growth, and Brendan Nerdal as head of stakeholder and corporate ...

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

RIDDHIMA TALWANI | THURSDAY, 13 NOV 2025

ASIC's crackdown on the private credit market has created a 'stay or leave' proposition for some fund managers, a Financial Standard event heard. Speaking at the recent Financial Standard Advisers in Focus event in Melbourne, HMC Private ...

SQM Research faces court over 'favourable' rating of Shield

MATTHEW WAI | THURSDAY, 13 NOV 2025

ASIC is suing SQM Research over its 'favourable' rating for the Shield Master Fund, marking the first time the watchdog has acted against a research house. ASIC alleges that the research house failed to obtain information needed to properly ...

Interprac sued over Shield, First Guardian failures

JAMIE WILLIAMSON | THURSDAY, 13 NOV 2025

... superannuation being invested in products that were unsuitable, high risk and costly. "We allege that no competent financial adviser could have recommended Australians invest large amounts of their superannuation in these funds, and that Interprac - ...

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

... 2025. The panel decided to give four financial advisers reprimands and to take no action in relation to one financial adviser. ASIC said it is important financial advisers remember continuing professional development is "not merely a compliance obligation ...

Advisers favour non-traditional equity exposures: Fidante

ANGELIQUE MINAS | THURSDAY, 6 NOV 2025

Fidante released its Adviser Markets Survey, which revealed that more advisers are favouring non-traditional equity exposures to boost portfolio returns. Findings showed an improvement in market confidence since the beginning of the year. Positive sentiment ...

Majority of SMSF establishments based on bad advice: ASIC

KARREN VERGARA | THURSDAY, 6 NOV 2025

Nearly two thirds of SMSFs established under the recommendations of a financial adviser are unsuitable to their needs and put retirement savings at risk, an ASIC review reveals. Of 100 financial advice files investigated, 62 failed to demonstrate compliance ...

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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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