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Showing 201 - 210 of 4647 results for "financial advisers"

Fiducian FUA reaches $5bn

KARREN VERGARA  |  MONDAY, 18 AUG 2025
... funds under advice (FUA) hit $5 billion in the 2025 financial year as net inflows from salaried and franchisee financial advisers reached $343 million. FUA grew 4% year on year from $4.8 billion across its Core, Auxilium and Badges platforms. Salaried ...

Account number issue causes angst, undue admin work: FAAA

KARREN VERGARA  |  WEDNESDAY, 13 AUG 2025
Flaws in Delivering Better Financial Outcomes (DBFO) Tranche 1 has inundated financial advisers with angst and more administrative work thanks to confusion surrounding account number inclusion in consent forms, according to the Financial Advice Association ...

PC suggests removing excessive entry requirements for advisers

ELIZA BAVIN  |  WEDNESDAY, 13 AUG 2025
... for financial advisors are disproportionate to the level of risk, contributing to a decline in the number of financial advisers, which has limited the public's access to affordable advice." CPA Australia welcomed the PC's acknowledgement in its fourth ...

CBA sets aside $52m for remediation

ELIZA BAVIN  |  WEDNESDAY, 13 AUG 2025
... CFSIL acted unconscionably as it failed to take steps to avoid the payment of grandfathered commissions to financial advisers, which would have resulted in a reduction of the fees paid by members. CFSIL denied the allegations and defended the proceedings. ...

Insignia offloads IOOF Alliances to Entireti

KARREN VERGARA  |  TUESDAY, 12 AUG 2025
... merge with Jigsaw Advice Solutions to form Entireti Alliances. About 70 self-licensed advisory firms and 350 financial advisers linked with IOOF Alliances will be part of the new structure. In total, Entireti Alliances will support 85 self-licensed advisory ...

CFS prices advice practice valuation gap at $1.1m

KARREN VERGARA  |  MONDAY, 11 AUG 2025
... aspects because that's what exposes them to risks and ultimately drives down their value." About one third of financial advisers said they want to exit the business within the next five years. The same number are planning to stay for more than 10 years. ...

MLC adds term deposits, ETFs to Expand

MATTHEW WAI  |  FRIDAY, 8 AUG 2025
... and Vanguard, coupled with our existing suite of investment solutions from MLC Asset Management, we're giving financial advisers the tools to deliver better outcomes for their clients, whether they're looking for stability through term deposits or growth ...

Betashares details private markets play, signs first partner

JAMIE WILLIAMSON  |  FRIDAY, 8 AUG 2025
... partnership is with Cliffwater LLC, providing an AUD hedged exposure to its flagship US private credit strategy to financial advisers and their clients. The underlying Cliffwater Corporate Lending Fund Platform provides exposure to more than 3900 direct ...

Treasury launches consultation on CSLR breaching sub-sector levy caps

KARREN VERGARA  |  FRIDAY, 1 AUG 2025
... sector, the estimate is larger than the $20 million levy cap. In January, the CSLR announced it estimates that financial advisers will have to fork out $70 million to fund the scheme for FY26 - breaching the $20 million cap. Shortly after, former assistant ...

Overcoming the three-body problem in advice

JAMIE WILLIAMSON  |  FRIDAY, 1 AUG 2025
Financial advisers have heard how an active, factor-based approach can help eliminate the three-body problem in financial advice. In 1867, Sir Isaac Newton identified the three-body problem. Relating to the laws of gravity, he found that it's impossible ...