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Showing 231 - 240 of 13463 results for "Adviser"

Advisers expect growth despite uphill challenges

MATTHEW WAI  |  THURSDAY, 25 JUN 2026
... provide, but a catalyst for evolution," King highlighted. "In today's uncertain economic environment, working with an adviser is one of the best ways Australians can stay on track to achieve their financial goals. To succeed in the years ahead, advisers ...

Kudu continues Australian expansion with fresh investment

MATTHEW WAI  |  THURSDAY, 25 JUN 2026
... support its continued growth, while maintaining its independent ownership structure. The funding will expand AFPG's adviser base and pursuit of strategic acquisitions and will continue to be led by its founder Matt Carter and management team, with ...

FEATURE | Member engagement | On the ball

KARREN VERGARA  |  TUESDAY, 23 JUN 2026
When it comes to superannuation, Australians traditionally follow the path of least resistance. When a pot of gold feels 'so far away' members tend to adopt a cavalier attitude and habitual disengagement and, instead, dismiss it in the 'too-hard ...

KeyInvest unveils new investment platform, awards mandate

MATTHEW WAI  |  MONDAY, 22 JUN 2026
... certain principles about successful investing remain consistent." Meanwhile, Atchison has been appointed as investment adviser to provide manager research capabilities, portfolio construction, and ongoing oversight. KIMI executive director Ciaran McAssey ...

Kudu acquires minority stake in Drummond Capital Partners

MATTHEW WAI  |  MONDAY, 22 JUN 2026
New York's Kudu Investment Management has acquired a minority stake in boutique investment manager Drummond Capital Partners as it looks to expand scope across the domestic wealth management industry. Kudu's investment, although undisclosed, is structured ...

Passive ETFs continue to dominate domestic market

MATTHEW WAI  |  FRIDAY, 19 JUN 2026
The latest analysis from Betashares indicates index ETFs continue to drive the expansion of Australia's ETF industry. Index ETFs attracted approximately $53.5 billion in net inflows over the past year, compared with around $6.1 billion for active ETFs ...

ASIC slaps adviser with 10-year ban, strips AFSL

MATTHEW WAI  |  FRIDAY, 19 JUN 2026
ASIC has banned Brett Newbound of Victoria, a financial adviser and the sole director of Freedom Wealth Services, which has subsequently lost its Australian financial services licence (AFSL). According to ASIC, Newbound was found to have forged client ...

Poor succession plans expose advice firms to crisis events: Report

KARREN VERGARA  |  THURSDAY, 18 JUN 2026
... highest level of key-person risk with the lowest levels of preparedness. At the same time, 41% of practices rely on a single adviser, amplifying continuity risk for clients. Self-licensed principals face additional challenges, including uncertainty over ...

FinCap launches private markets platform targeting wholesale investors

VINNY VUCAGO  |  THURSDAY, 18 JUN 2026
... portfolios to be genuinely complementary to existing public market holdings rather than diluted private markets beta that an adviser could replicate themselves," he said, Global Investment research from BCA Research has been appointed to provide top-down ...

ASIC expands list of super lead generation entities

VINNY VUCAGO  |  THURSDAY, 18 JUN 2026
ASIC has named 19 additional entities involved in superannuation lead generation activities as part of an ongoing review into business models that may encourage consumers to switch super funds unnecessarily or inappropriately. The regulator updated ...