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Showing 251 - 260 of 5643 results for "Financial adviser"

Integro Private Wealth to expand national footprint

MICHELLE BALTAZAR | THURSDAY, 28 AUG 2025

... Chartered Accountants and AH Jackson, Integro has recruited Emma Ross as advice and operations manager. A qualified financial adviser, Ross was a general manager at Financial Framework and partnership manager at AMP prior to her current role. "Emma's ...

Shield-linked advice firm director, compliance manager banned

JAMIE WILLIAMSON | THURSDAY, 28 AUG 2025

The AFSL of MWL Financial Services has been cancelled, while both its director and its compliance manager have copped bans after they allegedly helped funnel more than $150 million in investments into the Shield Master Fund. MWL recommended Shield to ...

Equity Trustees sued over Shield Master Fund failures

ELIZA BAVIN | TUESDAY, 26 AUG 2025

Equity Trustees will face court over its alleged due diligence failures concerning the Shield Master Fund. ASIC flagged that as a superannuation trustee, Equity Trustees oversaw the investment of around $160 million of retirement savings into Shield ...

Former adviser back in Australia to face theft charges

JAMIE WILLIAMSON | MONDAY, 25 AUG 2025

A former financial adviser accused of stealing millions from clients will finally face court after being extradited back to Australia from New Zealand. Marion Pearson allegedly stole $4.1 million from 13 clients between January 2009 and October 2013. ...

Betashares adds emerging markets ETF

MATTHEW WAI | FRIDAY, 22 AUG 2025

Betashares is bringing another exchange-traded fund (ETF) to its lineup, marking its third addition this month. The Betashares MSCI Emerging Markets Complex ETF (ASX: BEMG) - available on the ASX from August 25 - will provide investors with access to ...

Anti-hawking exemption for advisers a 'silly carve out': SCA

MATTHEW WAI | THURSDAY, 21 AUG 2025

... cold calling outfits get people to agree to talk to someone else. Thus, they get consent for someone, either a financial adviser or other, to talk to the client," Anderson explained. "Thus, the removal of the anti-hawking exemption for financial advisers ...

ASIC warns of 'sharp rise' in financial misconduct

MATTHEW WAI | THURSDAY, 21 AUG 2025

... insurance, and misleading and deceptive or unconscionable behaviour. One example cited by ASIC was a report of a financial adviser that obtained the signature of a client with dementia across multiple investment documents. The client did not fully understand ...

Australia emerges as managed accounts leader: Research

MATTHEW WAI | WEDNESDAY, 20 AUG 2025

A new Praemium study found that managed accounts are slowly becoming an essential tool for local financial advisers. According to the survey, 62% of financial advisers currently used managed accounts, an increase from about 59% earlier this year, and ...

HUB24 reports record inflows, user growth

JAMIE WILLIAMSON | TUESDAY, 19 AUG 2025

HUB24 achieved close to $20 billion in inflows in FY25 and reported a 68% increase in profit. Released today, HUB24's annual results show the platform had $19.8 billion in inflows over the year, $4 billion of which came from large migrations. In the ...

ASIC turns spotlight on direct life sales

KARREN VERGARA | TUESDAY, 19 AUG 2025

... since 2018. "There have also been concerning increases in rates of disputes involving policies sold through a financial adviser," ASIC said. ASIC therefore wants life insurers to improve in four key areas to be "in a better position to demonstrate their ...

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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