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Showing 211 - 220 of 4648 results for "Financial Advisers"

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 ...

ASIC calls out trustees 'passing the buck' on super switching

KARREN VERGARA  |  THURSDAY, 31 JUL 2025
ASIC fired a stern warning to superannuation funds about "passing the buck" to financial advisers and shedding responsibility for overlooking dodgy investment options as the fallout from the Shield Master Fund and First Guardian Master Fund mounts to ...

Pinnacle backs private markets managed accounts

ELIZA BAVIN  |  WEDNESDAY, 30 JUL 2025
... investment in FinCap Group to support the launch of a private assets managed accounts platform for Australian financial advisers and their wholesale clients. The platform is designed to offer wholesale and professional investors institutional-quality ...

Advisers overlook hype, embed AI in practice: Investment Trends

KARREN VERGARA  |  TUESDAY, 29 JUL 2025
Financial advisers no longer see artificial intelligence (AI) as hype as the majority use it for simple tasks as well as complex functions, a new Investment Trends survey found. In the latest Adviser Technology Needs Report, many are now embedding AI ...

HUB24, Netwealth projected to overtake Insignia: Morningstar

MATTHEW WAI  |  TUESDAY, 29 JUL 2025
... HUB24 (6.8%) and Netwealth (5.3%) are the sixth and eighth most used platforms, respectively, among aligned financial advisers, according to Rainmaker Information's June Financial Adviser report. The Colonial First State FirstChoice platform has the ...

Two more Shield Master Fund advisers banned

MATTHEW WAI  |  FRIDAY, 25 JUL 2025
ASIC has banned another two former financial advisers of MWL Financial Services that were involved in investing clients' superannuation into the Shield Master Fund, as well as other breaches of obligations. Former financial advisers of MWL, Rocco ...

Ascalon snags Evidentia executive

MATTHEW WAI  |  FRIDAY, 25 JUL 2025
... following a four-year stint at Zenith Investment Partners as a senior investment consultant, where he advised financial advisers and institutions on portfolio construction, fund selection and investment governance. He also spent more than a decade at ...

Picture Wealth named fastest-growing planner: report

MICHELLE BALTAZAR  |  THURSDAY, 24 JUL 2025
... there's more room for growth in the financial planning sector. He pointed out that of the 15,000-plus registered financial advisers, only 12,000 are client-facing to service approximately 12 million advice-ready Australians. The sector needs to move ...

One third of advisers use 'Big 3' platforms: Rainmaker

KARREN VERGARA  |  THURSDAY, 24 JUL 2025
FirstChoice, BT Panorama and Insignia Financial's Expand are the most widely used platforms among financial advisers, according to Rainmaker Information, which shows that one third of the industry rely on the 'Big 3'. Colonial First States ...

Younger Aussies want personalised financial advice: CALI

MATTHEW WAI  |  TUESDAY, 22 JUL 2025
... access to advice, while providing a clear pathway for those looking to enter the advice industry." Meantime, financial advisers are, however, optimistic about the future of life insurance, with up to 82% expecting the sector to make up a greater share ...