Search Results | Showing 211 - 220 of 13219 results for "adviser" |
| | | SMSF Association (SMSFA) policy manager Keddie Waller said most measures intended to help boost the number of new entrants to the advice industry have been abandoned, at least for now. Speaking at the 2026 SMSF Association National Conference, Waller ... |
| | | | Betashares has appointed a new chief marketing officer, as the firm seeks to grow its business across ETFs, managed accounts, superannuation and direct-to-investor offerings. Elaine Herlihy brings more than 25 years of senior marketing experience across ... |
| | | | FinCap Australia has appointed a new head of portfolio construction and investment solutions for its private assets managed accounts (PAMA) platform, designed for wholesale and professional investors. Ben Davis brings more than 25 years' experience ... |
| | | | ... channel outflows remain challenging. We are progressing targeted initiatives to enhance AI-enabled member engagement and adviser experience, supported by our partnership with SS&C which remains on track to deliver MasterKey platform transformation later ... |
| | | | ... businesses," it said. As of December 2025, HUB24 had 5277 advisers actively using the platform out of the total 15,400 Australian adviser market. HUB24 expects to continue growing its adviser footprint and has signed licensee agreements providing it ... |
| | | | ... skill and technical competencies to provide this type of advice confidently and responsibly. Sixty-two files showed the adviser failed to comply with the best interests duty, while some licensees had inadequate pre-vetting procedures to manage conflicts ... |
| | | | ... funds, up 33.4% year on year. The analysis also found four out of five new SMSFs established with Class had no financial adviser behind them. The figures conclude that the share of newly established SMSFs attached to advice is trending downwards. SMSF ... |
| | | | Netwealth has reported a half year net loss of $2.2 million after refunding more than $100 million to victims of the First Guardian Master Fund collapse. Excluding the First Guardian expense, Netwealth said net profit after tax would have grown 19.9% ... |
| | | | Two years on from a review into cold calling and lead generators, ASIC is launching another into the advice licensees that use them. ASIC said the aim of the review is to address practices that inappropriately or unnecessarily encourage consumers to ... |
| | | | Centrepoint Alliance will offload its lending solutions business to Astute Financial Management to solely focus on licensee services, financial advice, managed accounts and platforms. Under the agreement, Centrepoint said it will retain the lending-as-a-service ... |
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