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Showing 221 - 230 of 6561 results for "Review"

Advisers want to boost client book by 36%: CFS

KARREN VERGARA  |  MONDAY, 24 NOV 2025
While financial advisers have marginally increased the number of clients on their books to 112 on average, they aspire to serve 36% more, a new Colonial First State (CFS) survey finds. Advisers on average have increased the number of clients served ...

Magellan global equities lead exits amid investigation

JAMIE WILLIAMSON  |  THURSDAY, 20 NOV 2025
... equities has resigned following reports alleging he was in a relationship with a junior employee. The Australian Financial Review reported overnight that Arvid Streimann was allegedly in a relationship with a junior, female direct report. This morning ...

Conaghan holds ASIC accountable for Shield, First Guardian mess

KARREN VERGARA  |  THURSDAY, 20 NOV 2025
The shadow minister for financial services Pat Conaghan has thrust ASIC front and centre of the First Guardian and Shield Master Fund collapses, saying it should take accountability for its delayed action and it is high time for its reformation. Conaghan ...

Advice sector looks to offshore talent to bridge skills gap

KARREN VERGARA  |  THURSDAY, 20 NOV 2025
... investment committee. So, that whole thing that the offshore team member is just going to do client research or calls a review prep, it's moved a long way from them," she said. Abood assured job seekers in Australia that there are still plenty of ...

Why risk advice is on the verge of collapse: Experts

MATTHEW WAI  |  WEDNESDAY, 19 NOV 2025
... disability and mental health and everything we're grappling with. "As they continue to change, we need to continue to review regulations to make sure all the different parts of that, including insurance, are actually able to support the sector."

SQM vows to 'respectfully' defend ASIC case

MATTHEW WAI  |  TUESDAY, 18 NOV 2025
Almost a week after ASIC decided to take the research house to court over 'favourable' ratings of the Shield Master Fund, SQM Research has confirmed it will defend itself against the allegations. In a statement overnight, SQM Research managing director ...

SMC makes recommendations to safeguard super

ELIZA BAVIN  |  MONDAY, 17 NOV 2025
... target super switching and SMSF setups under the guise of "education" or "coaching". Second, a joint ASIC-APRA-Treasury review, tasked with strengthening governance and executive accountability, which should also reassess the trustee-for-hire model where ...

Top fund scoops up APRA's investment risk chief

ELIZABETH FRY  |  THURSDAY, 13 NOV 2025
The head of investment risk at the prudential regulator is set to join one of Australia's top superannuation funds. The Australian Prudential Regulator Authority (APRA) confirmed Geoff Stewart's resignation, with James Fleming, its head of capital ...

First Sentier Group to combine investment affiliates

JAMIE WILLIAMSON  |  THURSDAY, 13 NOV 2025
... to manage this part of the business going forward". First Sentier Group confirmed the Stewart Investors brand is under review amid the transition. "Since the unexpected departure of three of SI's senior portfolio managers in August, we have been working ...

APRA to continue crackdown on super fund expenditure

ELIZA BAVIN  |  THURSDAY, 13 NOV 2025
... somewhat inconsistent." Beverley-Smith said while there has been some improvement since ASIC and APRA conducted a thematic review a year after the Covenant came into effect, it was clear some in the industry are still lagging. "There is a clear and growing ...