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Showing 221 - 230 of 4721 results for "FINANCIAL ADVISERS"

Challenger, Iress partner for retirement income solution

ELIZA BAVIN  |  TUESDAY, 28 OCT 2025
... improve accessibility of retirement income products in Australia. Iress said the technology solution will enable financial advisers to better serve their clients as they approach retirement. The solution will be built on Iress' existing Xplan infrastructure ...

ASIC bans adviser attached to UGC, MWL

ELIZA BAVIN  |  THURSDAY, 23 OCT 2025
... deputy commissioner Sarah Court told a parliamentary committee that the regulator has identified around 140 financial advisers who were involved in super switching misconduct relating or similar to Shield and First Guardian. "We had a paper at the one ...

Insignia Financial posts strong quarter

MATTHEW WAI  |  THURSDAY, 23 OCT 2025
... Boost following its launch on the MLC Expand platform in August." He also added that the acquisition of PMD Financial Advisers has expanded the capacity of its advice business. "Our advice business, Shadforth Financial Group, continued to scale its national ...

Feature: Group insurance | Cold comfort

MATTHEW WAI  |  WEDNESDAY, 22 OCT 2025
... them, with the insurer seeing a 171% increase in claims between 2018 and 2023. Designed in collaboration with financial advisers, TPD Severity offers more flexibility around existing TPD options, allowing advisers to tailor cover to their clients' ...

HUB24 sees $5.2bn in net inflows

ANGELIQUE MINAS  |  TUESDAY, 21 OCT 2025
... active advisers, which is up 11% from 4720 in the prior corresponding period. The strong growth indicates more financial advisers are electing to use HUB24's platform and services, it said, highlighting that it ranked first in the Adviser Ratings ...

ASIC targets potential vertical integration in managed accounts

KARREN VERGARA  |  FRIDAY, 17 OCT 2025
... governance frameworks, management of conflicts of interest, and outcomes for consumers," the report said. Some financial advisers who do not recommend managed accounts have voiced concerns about the conflicts of interest that infiltrate the ecosystem ...

iExtend hires national BDM

ELIZABETH FRY  |  THURSDAY, 16 OCT 2025
... development specialist, hiring from Resolution Life. In the newly created role, David Sutjipto will work closely with financial advisers to enhance the client experience and ensure policy owners understand their options when life insurance is at risk ...

Vanguard partners to launch core-satellite portfolios for advisers

MATTHEW WAI  |  THURSDAY, 16 OCT 2025
Financial advisers will be able to access the combination of Vanguard's expertise in global index portfolio construction and Lonsec Investment Solutions investment management experience through a new core-satellite model portfolio offering. The Vanguard ...

Feature: Compliance | Passing the buck

ELIZA BAVIN  |  WEDNESDAY, 15 OCT 2025
... their interest, and then get connected with a licensed financial adviser, and it goes on from there." Several financial advisers are within ASIC's crosshairs. For example, principal and financial adviser of Venture Egg, Ferras Merhi is under investigation ...

BlackRock looks to add Bitcoin ETF to local suite

MATTHEW WAI  |  WEDNESDAY, 15 OCT 2025
... and private keys, allowing investors to be more readily build a position," Mothoneos said. "In the way most financial advisers or wealth managers build portfolios through ETFs, the legal structure will fit even easier with the asset allocation framework ...