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Showing 271 - 280 of 9901 results for "Advisers"

OneVue adviser exits dents Praemium's FUA

KARREN VERGARA  |  MONDAY, 23 FEB 2026
Praemium has lost $827 million in gross outflows mostly related to financial advisers from OneVue exiting after it finalised the acquisition of the platform last December. The group reported a total of $70.5 billion in funds under administration (FUA) ...

Mason Stevens appoints chief investment officer

ELIZA BAVIN  |  MONDAY, 23 FEB 2026
... delivering institutional-grade portfolio management and sophisticated investment solutions to Australia's most sophisticated advisers and investors. Taylor has more than 25 years' experience as a senior investment leader. Most recently, Taylor held senior ...

Advisers prioritise robust planning, education in retirement planning

KARREN VERGARA  |  FRIDAY, 20 FEB 2026
To ensure clients end up with a comfortable retirement, financial advisers prioritise providing a solid plan and boosting their superannuation literacy, a survey shows. Polling the audience at the 2026 SMSF Association National Conference in Adelaide ...

SMSFs need to stay ahead of the regulatory curve: Nowinfinity

MATTHEW WAI  |  FRIDAY, 20 FEB 2026
... Division 296, AML/CTF Tranche 2, and Payday Super coming into effect on July 1, Anderson said it is crucial for financial advisers and auditors to prepare ahead of the deadline. Financial advisers will need real-time, accurate data to remain compliant ...

Aged care misinformation poses opportunity for advisers

KARREN VERGARA  |  FRIDAY, 20 FEB 2026
Financial advisers can bridge the gap in aged care advice, according to an expert, who says that too many elderly people are suffering from the confusion and misinformation surrounding the new aged care reforms. Louise Biti, director of Aged Care Steps ...

Advisers at the forefront of elder financial abuse prevention

KARREN VERGARA  |  FRIDAY, 20 FEB 2026
Often on the frontlines of dealing with an ageing client base, financial advisers have the obligation to identify, safeguard and respond to elder and financial abuse. This is according to Pitcher Partners client director of estate planning Anna Hacker ...

Product showcase: Strength amid noise

STAFF WRITER  |  FRIDAY, 20 FEB 2026
... capital before La Trobe Financial does, and the average LTV is just 40%. To date, La Trobe Financial has seen financial advisers using the fund for three primary reasons: income generation, defensive allocation and diversification. "It also gives advisers ...

SMSF advice guidelines require improvement: AFCA

MATTHEW WAI  |  FRIDAY, 20 FEB 2026
... Australian Financial Complaints Authority (AFCA) has vented its frustration over ASIC's recommendations for financial advisers around self-managed superannuation funds (SMSF), claiming some suggestions were not "done well at all." In INFO SHEET 274 ...

SMSFs avoid advisers due to lack of asset-specific support

MATTHEW WAI  |  FRIDAY, 20 FEB 2026
... Association (SMSFA) Conference. During a panel discussion, Easy Super director Natalia Clack said she understood that financial advisers cannot provide advice on assets like cryptocurrencies and property due to compliance requirements, but they should ...

Process to become an adviser remains 'unattractive': SMSFA

MATTHEW WAI  |  THURSDAY, 19 FEB 2026
... ballooning costs of the Compensation Scheme of Last Resort (CSLR). These reforms were crucial to introducing a new class of advisers and streamlining the intricate process for more entrants, but were exacerbated by several universities dropping financial ...