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Showing 221 - 230 of 5643 results for "Financial adviser"

3500 advisers at risk as deadline looms

JAMIE WILLIAMSON  |  TUESDAY, 30 SEP 2025
ASIC is urgently calling on financial advisers to review the accuracy of their Financial Adviser Register profile if they intend to continue providing advice into 2026 and beyond. The regulator said, based on current information, some 3459 advisers ...

CSLR publishes paid claims details

JAMIE WILLIAMSON  |  FRIDAY, 26 SEP 2025
The Compensation Scheme of Last Resort (CSLR) has made 551 payments totalling $54 million since it began operating, some 291 of which were made in relation to Dixon Advisory. The overwhelming majority of payments relate to personal financial advice ...

ASIC permanently bans jailed adviser

MATTHEW WAI  |  FRIDAY, 26 SEP 2025
ASIC has permanently banned a former financial adviser after he was convicted for defrauding family and friends out of $4.5 million. Anthony Joseph Del Vecchio served as a financial adviser for Freedom Finance Australia from November 2016 to October ...

Feature: Digital advice | Sleeping giant

KARREN VERGARA  |  FRIDAY, 26 SEP 2025
... just a tool." moneyGPS executive adviser Jason Nyilas describes digital advice as technology that mirrors a financial adviser offering personalised strategy and product recommendations. He adds that financial wellbeing and the role of a coach are critical ...

AFCA temporarily reinstates UGC to address complaints

RIDDHIMA TALWANI  |  FRIDAY, 26 SEP 2025
The Australian Financial Complaints Authority (AFCA) has reinstated United Global Capital's (UGC) membership until 31 March 2026, to ensure consumers can lodge complaints regarding Shield and First Guardian Master Fund. UGC was expelled from AFCA membership ...

Australian Retirement Trust chief executive steps down

JAMIE WILLIAMSON  |  TUESDAY, 23 SEP 2025
... part in driving retirement outcomes for those 2.4 million Australians alongside 200,000 employers, union and financial adviser partners," Anderson said. "I'm so proud of the accomplishments of my ART colleagues in my time here. In addition to award-winning ...

Colonial First State partners with MST Financial

ANGELIQUE MINAS  |  TUESDAY, 23 SEP 2025
Colonial First State (CFS) has partnered with MST Financial to create a platform that empowers advisers to deliver better insights to clients. With MST Financial, CFS will debut Sandstone Insights, a premium research platform. This program will equip ...

Unprecedented US M&As a boon for Australia: BGA

KARREN VERGARA  |  MONDAY, 22 SEP 2025
Mergers and acquisitions (M&A) in the US wealth management sector have reached unprecedented levels over the last five years and the local sector is poised to benefit highly from this, according to Berkshire Global Advisors (BGA). Bomy Hagopian, a partner ...

BT launches new low-cost investment menu

ANGELIQUE MINAS  |  FRIDAY, 19 SEP 2025
... reinforcing BT Panorama's position as a flexible, future-ready platform." Meantime, Vanguard Australia head of financial adviser services Rachel White said: "BT Panorama's platform strength combined with Vanguard's investment expertise offers advisers ...

ASIC chair calls it quits

KARREN VERGARA  |  FRIDAY, 19 SEP 2025
... report. Despite receiving record funding since the Hayne Royal Commission, including massive contributions via the financial adviser levy and Compensation Scheme of Last Resort (CSLR), ASIC's effectiveness has come under fire in the wake of the Australian ...