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Showing 171 - 180 of 4655 results for "financial advisers"

HUB24 launches new client reporting solution

ANGELIQUE MINAS  |  THURSDAY, 9 OCT 2025
HUB24 has launched a new client reporting tool, Engage. The solution aims to help financial advisers create transparent and timely reports for custody and non-custody asset investments. HUB24 said advisers spend 57% of their time engaging in client-facing ...

Full automation key for business success, but not investments

MATTHEW WAI  |  WEDNESDAY, 8 OCT 2025
Financial advisers are moving to automate many business processes, but investment automation remains limited as they look to maintain control over decision-making. The AdviceTech 2025 Turning Data Into Growth report, based on over 300 financial advice ...

JPMAM launches ETF models with Vanguard

ANGELIQUE MINAS  |  WEDNESDAY, 8 OCT 2025
... are a low-cost solution blending active and passive management and will be accessible to wealth managers and financial advisers through third-party investment platforms. The solution comes amidst a cultural shift towards a holistic wealth management ...

ETF adoption 'intensifies': VanEck

ELIZA BAVIN  |  WEDNESDAY, 8 OCT 2025
... remains the most popular digital asset among financial professionals, Van Eck said. In private markets, 60% of financial advisers currently allocate, with single private market funds and listed vehicles being the most popular way to gain exposure. However ...

Generation Life hires former Allianz Retire+ exec

ELIZA BAVIN  |  TUESDAY, 7 OCT 2025
... strengthen our growth trajectory by enhancing our capabilities and broadening the sectors we represent, supporting financial advisers in delivering solutions aligned to Australians' evolving wealth needs," Generation Life chief executive Felipe Araujo ...

Ironbark snaps up trio of hires to supercharge wholesale team

ELIZABETH FRY  |  THURSDAY, 2 OCT 2025
... firm's long-term wholesale distribution strategy while deepening relationships with dealer groups, independent financial advisers, private wealth firms, family offices, research houses, platforms, and consultants. She brings over 20 years of industry ...

GROW recruits HESTA exec to lead product push

ELIZABETH FRY  |  THURSDAY, 2 OCT 2025
... MUFG Pension and Retirement Services-formerly Link Group-to GROW Inc. proved contentious for HESTA members and financial advisers, with the fund enforcing an extensive seven-week period of limited services. HESTA terminated its decade-long partnership ...

3500 advisers at risk as deadline looms

JAMIE WILLIAMSON  |  TUESDAY, 30 SEP 2025
ASIC is urgently calling on financial advisers to review the accuracy of their Financial Adviser Register profile if they intend to continue providing advice into 2026 and beyond. The regulator said, based on current information, some 3459 advisers ...

CSLR publishes paid claims details

JAMIE WILLIAMSON  |  FRIDAY, 26 SEP 2025
... Shield and First Guardian collapses can access recourse. Anne Street Partners, Nextgen Financial Group, Dover Financial Advisers, Spectrum Wealth, Libertas Financial Planning, and Brite Advisors are also on the list of advice groups where claims against ...

AFCA temporarily reinstates UGC to address complaints

RIDDHIMA TALWANI  |  FRIDAY, 26 SEP 2025
... noted that government is looking into failure at every step of the value chain, including lead generators, financial advisers, superannuation trustees, auditors, managed investment schemes and research houses. This, despite the government opting to drop ...