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Showing 221 - 230 of 4655 results for "FINANCIAL ADVISERS"

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 ...

ASIC sues Fortnum Private Wealth

KARREN VERGARA  |  TUESDAY, 22 JUL 2025
... allegedly failing to manage and comply with its cybersecurity obligations that exposed the information of its financial advisers and clients. In the NSW Supreme Court, ASIC alleges Fortnum exposed its authorised representatives (ARs) and clients to an ...

Adviser exodus puts retirement savings at risk: CPA

KARREN VERGARA  |  THURSDAY, 17 JUL 2025
CPA Australia says the drastic exodus of financial advisers has put Australians' retirement money at risk, possibly leading them to invest in higher-risk schemes. According to the Financial Adviser Register, there are only 15,300 advisers left in the ...

ASIC fines advice groups over unregistered advisers

JAMIE WILLIAMSON  |  THURSDAY, 17 JUL 2025
... protection mechanism to ensure AFS licensees have considered and received declarations about whether their financial advisers are fit and proper and meet the education and training standards."