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Showing 201 - 210 of 5778 results for "Financial adviser"

Channel Capital adds distribution director

ELIZABETH FRY  |  THURSDAY, 26 MAR 2026
Channel Capital has added a distribution director, strengthening its team at a time of growing demand for alternatives education and adviser support in the wealth sector. In his new role, Keenan Bunning will support advisers across the market, helping ...

Adviser reprimanded over clients' loss of cover

JAMIE WILLIAMSON  |  THURSDAY, 26 MAR 2026
The Financial Services and Credit Panel (FSCP) issued a reprimand to a financial adviser who recommended a client roll their super over to another product, costing them their insurance coverage. The financial adviser was reprimanded this month, after ...

Yarra hunts for superior returns outside ASX giants

RIDDHIMA TALWANI  |  THURSDAY, 26 MAR 2026
The 280 companies on the ASX 300 beyond the top 20 blue chip names can offer investors superior risk-adjusted returns, Yarra Capital Management chair and head of Australian equities Dion Hershan said. Speaking at the Financial Standard Advisers Big ...

FEATURE | Regulation: Picking up the pieces

KARREN VERGARA  |  TUESDAY, 24 MAR 2026
... liquidation. "It had a legitimate name, and I went on to research the company. AusCompare then allocated me to a financial adviser at Reilly Financial. I talked to the adviser and did my due diligence, Google checking and so forth," Kee says. This took ...

Platform funds, mega funds to dominate: Mercer

KARREN VERGARA  |  MONDAY, 23 MAR 2026
... that reflect the tri-partite relationship between trustee, adviser and member. The analysis also found that financial adviser-focused platforms hold 6% of the total super accounts, yet they are winning 42% of all retirement account flows. Mega funds ...

Managed accounts increase confidence amid volatility: Research

RIDDHIMA TALWANI  |  MONDAY, 23 MAR 2026
... certainty. I'm not going to make a quick move, and that's because I'm in a managed account, I work with a financial adviser." Nearly three-quarters of advisers using managed accounts now position them at the center of client portfolios as ...

Sequoia offloads InterPrac in $50k fire sale

KARREN VERGARA  |  MONDAY, 23 MAR 2026
... slashed $4.7 million in intangible assets relating to InterPrac, writing down the client list following mass financial adviser resignations. InterPrac had 216 financial advisers in mid-March, dropping from about 312 at the end of 2024, prior to the Shield ...

FSC questions SMC's claim on younger members' super switches

RIDDHIMA TALWANI  |  MONDAY, 23 MAR 2026
... correct to infer that a superannuation consumer who has switched out of a default fund on the recommendation of a financial adviser has necessarily been subject to predatory lead generation or poor advice, and the default funds making that claim do not ...

FAAA urges inclusion of advisers on occupational shortage list

ELIZA BAVIN  |  THURSDAY, 19 MAR 2026
... reflected in job vacancies as some may be sole traders/SMEs who shut their doors or sell their business to another financial adviser or firm - rather than their exit a job creating an open position for someone else to fill," she said. "The combined loss ...

ETFs grow in popularity for SMSF investors

JAMIE WILLIAMSON  |  TUESDAY, 17 MAR 2026
Exchange-traded funds (ETFs) are quickly becoming a dominant feature of self-managed super funds, with financial advisers increasingly turning to them for diversification. According to an analysis of SMSFs on the AUSIEX platform, about 44% of advised ...