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Showing 281 - 290 of 5778 results for "Financial adviser"

68% pass financial adviser exam: ASIC

KARREN VERGARA  |  MONDAY, 8 DEC 2025
Some 68% of candidates who sat the November sitting of the financial adviser exam passed, ASIC's results show. A total of 308 candidates undertook the exam, with 208 passing with flying colours. About three-quarters (75.6%) sat the exam for the first ...

EWM to buy three advice firms

ANGELIQUE MINAS  |  MONDAY, 8 DEC 2025
... and Wealthmed, located on the Sunshine Coast. In support of the new partnerships, MTP Financial partner and financial adviser Anthony Menico described the merger as improving efficiency and delivering cost synergies. "This merger benefits us all in achieving ...

Datt Capital opens small cap fund to retail investors

ELIZA BAVIN  |  MONDAY, 8 DEC 2025
Datt Capital has expanded access to its high conviction small cap strategy, launching the Datt Capital Small Companies Fund Class B, a retail friendly version of its previously wholesale-only fund. The original Small Companies Fund, launched in 2023 ...

Shield proposes to liquidate equities to pay investors

KARREN VERGARA  |  WEDNESDAY, 3 DEC 2025
The Shield Master Fund (SMF) is expected to make a distribution to victims by selling a large portion of its listed equities portfolio, according to liquidators Alvarez & Marsal. Keystone Asset Management, which is the responsible entity for the Shield ...

Super funds most relied upon for advice: Survey

MATTHEW WAI  |  WEDNESDAY, 3 DEC 2025
Australians continue to seek advice from their super funds but struggle to know exactly when they can retire, an MFS Investment Management survey found. The 2025 MFS Global Retirement Survey - studying some 1000 participants across Australia, Canada ...

More than 2000 advisers at risk as deadline looms

JAMIE WILLIAMSON  |  MONDAY, 1 DEC 2025
Just one month out from the qualification deadline, some 2326 financial advisers are still yet to meet the standard, says ASIC. As at November 20, there were 15,469 relevant providers listed on the Financial Advisers Register. Of these, 7959 hold an ...

Advisers acquired 300k new clients in 2025: Report

KARREN VERGARA  |  MONDAY, 1 DEC 2025
The number of new clients financial advisers acquired amounted to 300,000 in 2025, bucking the downward trend in recent years, an Investment Trends report shows. The 2025 Financial Advice Report found that after several years of decline in client acquisition ...

FAAA's Advice Academy launches

KARREN VERGARA  |  FRIDAY, 28 NOV 2025
... advisers who want to explore what a career in financial planning could look like. It explains why becoming a financial adviser is rewarding on many levels, shares real stories from those who have made the transition, outlines what types of roles (and ...

Brookfield, GIC chase $4bn acquisition

ELIZA BAVIN  |  FRIDAY, 28 NOV 2025
Brookfield and GIC Investments have made a $4 billion bid for National Storage REIT (NSR). NSR confirmed it has received a proposal from Brookfield and GIC to acquire 100% to the REIT for $2.86 cash per stapled security. The proposal is subject to a ...

FEATURE | Agriculture: Golden soil

KARREN VERGARA  |  FRIDAY, 28 NOV 2025
... thematics without the headache of the day-to-day challenges that come with it," he says. Ballarat-based RSM financial adviser Kate Tierney, who specialises in providing financial advice for agri-clients, says bigger domestic factors are at play when ...