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Showing 1 - 10 of 5687 results for "Financial adviser"

BlackRock urgers broader diversification

VINNY VUCAGO  |  WEDNESDAY, 5 AUG 2026
BlackRock is urging financial advisers to move beyond traditional approaches to diversification, arguing heightened geopolitical uncertainty, artificial intelligence (AI) and structural economic shifts require more dynamic portfolio construction. Speaking ...

FAAA calls for rethink on trust tax overhaul

VINNY VUCAGO  |  TUESDAY, 4 AUG 2026
The Financial Advice Association (FAAA) has urged the federal government to reconsider its proposed minimum tax on discretionary trusts, warning the reforms could impose significant costs on small businesses, financial advisers and lower income Australians ...

Platforms are not solution providers: AZ NGA

MATTHEW WAI  |  FRIDAY, 31 JUL 2026
... group chief executive Paul Barrett warned platforms should stay in their lane rather than overstep to improve financial adviser productivity, reiterating that it is the advice business' responsibility to do so. Speaking at the Financial Services ...

FSC calls for tougher oversight of advice licensees

VINNY VUCAGO  |  THURSDAY, 30 JUL 2026
... duties to consumers," he said. The FSC also recommended modernising ASIC's register infrastructure, including the Financial Adviser Register, improving the use of existing licensing and enforcement powers, and strengthening oversight of professional ...

InvestStream, MUFG partner to enhance digital advice in super

MATTHEW WAI  |  WEDNESDAY, 29 JUL 2026
InvestStream is aiming to lead the delivery and expansion of personalised digital advice across super funds in a new partnership with MUFG Retirement Solutions. The strategic partnership aims to simplify the member engagement experience by combining ...

Padua expands advice portal with AUSIEX partnership

VINNY VUCAGO  |  TUESDAY, 28 JUL 2026
Padua Solutions has expanded its Padua Advice Portal, naming AUSIEX as its exclusive broking partner as the advice technology provider looks to streamline advice generation, implementation and compliance for financial advisers. The partnership integrates ...

AMP appoints employer partnership lead

VINNY VUCAGO  |  FRIDAY, 24 JUL 2026
AMP has created a new executive role overseeing its employer and adviser partnerships as it seeks to deepen engagement with two of the key channels shaping Australians' retirement outcomes. The wealth manager has appointed Richard Millington as ...

Advisers lean on AQF7 to meet education standards: Rainmaker

MATTHEW WAI  |  FRIDAY, 24 JUL 2026
... experience provider pathway, which recognises long-tenured advisers with a clean record. According to Rainmaker's Financial Adviser Report for the June quarter, licensees are viewing AQF 8 as the benchmark for advisers moving forward. The Graduate Diploma ...

Acclaim Wealth makes C-suite appointment in newly created role

MATTHEW WAI  |  THURSDAY, 23 JUL 2026
Acclaim Wealth has promoted its head of adviser services into a newly created C-suite role to reflect the company's continued growth and focus on enhancing service delivery to its national adviser network. Aimie West extends her eight-year tenure ...

FEATURE | Platforms | The investment supermarket

RIDDHIMA TALWANI  |  TUESDAY, 21 JUL 2026
Grab a shopping cart and enter the investment supermarket. The shelves are stacked - an Aussie large-cap fund here, an ETF there, a fixed-income fund somewhere near the back, past the alternatives nobody quite understands. There is an estimated $1 trillion ...
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