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Showing 181 - 190 of 4650 results for "financial advisers"

ASIC sets sights on 140 advisers

ELIZA BAVIN  |  THURSDAY, 18 SEP 2025
... commissioner Sarah Court told a parliamentary committee this morning that the regulator has identified around 140 financial advisers who were involved in super switching misconduct relating or similar to Shield and First Guardian. "We had a paper at ...

Private markets, asset class correlations upending 60-40 portfolio

KARREN VERGARA  |  WEDNESDAY, 17 SEP 2025
... rise of private markets and increasing intra- and inter-fund correlation among asset classes should prompt financial advisers to rethink the traditional 60-40 portfolio. This is according to CI Global Asset Management head of fixed income and private ...

FSC appoints two new directors

ELIZA BAVIN  |  TUESDAY, 16 SEP 2025
... support the FSC's work and contribute to its efforts in representing our sector and advocating for investors and financial advisers," Shrimski said. Commenting on the appointments FSC chair David Bryant said: "Daniel and Scott's appointments to the FSC ...

AZ NGA forms strategic partnership with Qld advice firm

MATTHEW WAI  |  FRIDAY, 12 SEP 2025
... the group's future expansion plans. Established in 2015, the Queensland-based MiQ has over 50 employees, 15 financial advisers and several additional shareholders, some of whom have retired but retained equity in the business. It currently has eight ...

CSLR a 'shared responsibility' for all AFCA members: SMSFA

MATTHEW WAI  |  THURSDAY, 11 SEP 2025
... aligns with the Financial Advice Association Australia's (FAAA) suggestion earlier this month, noting that financial advisers should not be expected to pay more than the current $20 million sector cap. The estimate of the CSLR levy was calculated ...

Aware Super launches new features for advisers

MATTHEW WAI  |  TUESDAY, 9 SEP 2025
... increase in registered advisers over the past 12 months. "This upgrade and enhancement of a key platform used by financial advisers demonstrates our commitment to offering a great digital experience across all our touchpoints and acknowledges the important ...

Latest adviser exam sees 69% pass

MATTHEW WAI  |  MONDAY, 8 SEP 2025
... underperformed, ASIC said. The passing of the Financial Adviser Exam is one of the mandatory measures to be listed in the Financial Advisers Register, which is required by ASIC's imposed qualification standards. The deadline to meet the qualification ...

Ausbil launches active ETF

KARREN VERGARA  |  MONDAY, 8 SEP 2025
... strategies more accessible to more investors. By offering an active ETF, we're meeting the requests of brokers, financial advisers, SMSFs and mum and dad investors for a more convenient and efficient way to generate regular monthly income from equities ...

Advisers favour third-party support in product selection

MATTHEW WAI  |  MONDAY, 8 SEP 2025
Research and asset consultants continue to play a pivotal role in financial advisers' product selection, especially in managed accounts and superannuation, Investment Trends says. According to its 2025 Adviser Product and Marketing Needs Report, which ...

CFS, Wellington Management team up on new fund

ELIZA BAVIN  |  MONDAY, 8 SEP 2025
... making them a valuable addition for investors seeking long-term growth and diversification. "The fund offers financial advisers and the clients they support access to a vast investment universe, where fundamental research can identify quality companies ...