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Showing 191 - 200 of 9962 results for "advisers"

More advisers go self-licensed to avoid associative risks

MATTHEW WAI  |  THURSDAY, 28 MAY 2026
An industry expert said financial advisers are increasingly moving towards a self-licensed model to gain better control of their business, while avoiding the risks of operating under large dealer groups. My Dealer Services (MDS) managing director Alex ...

Royal London AM extends SS&C mandate for new Aussie funds

RIDDHIMA TALWANI  |  WEDNESDAY, 27 MAY 2026
... trust launch process for our team, allowing us to focus on building direct relationships with Australian investors and advisers." "We are pleased to further our long-term relationship with Royal London Asset Management as they continue developing their ...

Scarcity Partners takes minority stake in Infocus

VINNY VUCAGO  |  WEDNESDAY, 27 MAY 2026
... undisclosed. Scarcity Partners notes the deal reflects growing demand for strategic capital among advice businesses as advisers contend with rising compliance obligations, technology costs and increasingly complex client needs. Infocus said it currently ...

FAAA pushes for 'fundamental' changes to CSLR

KARREN VERGARA  |  TUESDAY, 26 MAY 2026
... changes" to how the Compensation Scheme of Last Resort (CSLR) is funded, arguing it would be detrimental to financial advisers and small businesses if it continues in its current form. To avoid this, the association wants the CSLR to capture managed ...

MPC Markets partners with HeirWealth

VINNY VUCAGO  |  TUESDAY, 26 MAY 2026
... power the portfolio reporting capabilities within its Mosaic client platform. The partnership will provide MPC Markets advisers with consolidated multi-asset reporting, automated branded review documents and broader total wealth visibility for clients ...

AIOFP partners to launch adviser protection program

MATTHEW WAI  |  TUESDAY, 26 MAY 2026
The Association of Independently Owned Financial Professionals (AIOFP) is partnering with DASH to provide financial advisers with a new white labelling capability for platform access. The Foundation Advisers Wrap will allow advisers to retain access ...

Bridgewest Ventures lands in Australia

KARREN VERGARA  |  MONDAY, 25 MAY 2026
... capital firm Bridgewest Ventures has scored an AFSL to expand in Australia, hoping to win over family offices, wealth advisers and institutional investors with a new fund. Founded in 2020, Bridgewest Venture invests in the sectors of life sciences, medical ...

Super fund-backed AFSL adviser numbers drop: Rainmaker

RIDDHIMA TALWANI  |  FRIDAY, 22 MAY 2026
... superannuation funds will continue to adopt a hybrid framework of advice, integrating digital and human channels, as the number of advisers under super funds owned AFSL's has declined progressively in the last five years. Rainmaker Information reviewed ...

Proposed CGT reforms could upend HNW low advice demand

KARREN VERGARA  |  FRIDAY, 22 MAY 2026
... finds, but Labor's proposed tax reforms could change this. A survey conducted by the Stockbrokers and Investment Advisers Association (SIAA), Praemium and CoreData reveals financial advice has not kept up with the HNW population's booming wealth. ...

Feature: Private credit | The fine print

RIDDHIMA TALWANI  |  FRIDAY, 22 MAY 2026
... work. Looking ahead, Torrington says adviser education will be key. "They should know what to ask. I'm always saying advisers will fix this long before ASIC," he adds. While advisers are getting better and blunt with their questions, Torrington says ...