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Showing 181 - 190 of 13299 results for "adviser"

Addressing modern slavery risks more critical than ever: RIAA

KARREN VERGARA  |  THURSDAY, 23 APR 2026
... reasonable action on such risks. Ahead of the annual conference in Melbourne next month, Ethical Investment Advisers financial adviser Karen Macleod says it is important for the investment community to be aware of and address modern-day slavery and human ...

Australian Unity adds Betashares ETFs to bond offerings

RIDDHIMA TALWANI  |  THURSDAY, 23 APR 2026
Australian Unity will include 11 Betashares ETFs on its Lifeplan Investment Bond menu, the first time ETFs have been accessible via its investment bond range. The 11 Betashares ETFs added to the menu invest across growth and defensive assets, spanning ...

ASIC bans another former MWL adviser

ELIZA BAVIN  |  THURSDAY, 23 APR 2026
ASIC has banned Sydney-based former financial adviser John Morgan from providing financial services, controlling an entity that carries on a financial services business or performing any function involved in the carrying on of a financial services business ...

APAC investments chief for Morningstar IM resigns

KARREN VERGARA  |  WEDNESDAY, 22 APR 2026
Morningstar Investment Management's chief investment officer for Asia Pacific will shortly leave the post to pursue other opportunities. Matt Wacher was appointed to the role in 2019 and will finish up in late May. Wacher is also the chair of Morningstar's ...

arcpoint OCIO wins three mandates

KARREN VERGARA  |  WEDNESDAY, 22 APR 2026
... provide portfolio design. At licensee support firm Capella Advisory, arcpoint will provide a managed accounts solution and adviser toolkit. For financial consulting firm United Advisory, arcpoint will deliver a portfolio solution. arcpoint chief executive ...

Praemium progresses automation, finalises local job cuts

KARREN VERGARA  |  WEDNESDAY, 22 APR 2026
... Praemium chief executive Anthony Wamsteker said: "The March quarter delivered strong net flows into Spectrum, reflecting adviser confidence in the platform and validating our strategic focus on the HNW segment. This demand highlights the breadth and ...

Treasury's proposal adds flexibility for new advisers: FAAA

MATTHEW WAI  |  WEDNESDAY, 22 APR 2026
... FAAA supports key elements of the proposal around education requirements and the prerequisites to becoming a financial adviser. "The FAAA recognises that the transition from the current standard to the new standard will take time. It is particularly ...

Advisers reprimanded over fee-for-no-service conduct

MATTHEW WAI  |  WEDNESDAY, 22 APR 2026
... Services and Credit Panel (FSCP) has issued three determinations in the month of April, including a reprimand to a financial adviser who continued to collect fees from a client for over a year after the service agreement ended. The adviser was handed ...

HUB24 sees $4bn net inflows, advances HTFS takeover

ELIZA BAVIN  |  TUESDAY, 21 APR 2026
HUB24 has reported strong Q3 results delivering platform net inflows of $4 billion, up 9% on the prior corresponding period (pcp) when excluding large migrations. Platform funds under administration (FUA) as at March 31 was $127.8 billion, up 25% on ...

Baby boomers look to switch benefactors' advisers: Natixis

RIDDHIMA TALWANI  |  MONDAY, 20 APR 2026
Two-thirds of Australians don't plan to retain their parents' or spouse's financial adviser after they receive an inheritance. According to Natixis Investment Managers' (Natixis IM) Great Wealth Transfer report, baby boomers, Australians aged between ...