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Showing 281 - 290 of 5643 results for "Financial adviser"

Ascalon snags Evidentia executive

MATTHEW WAI | FRIDAY, 25 JUL 2025

Ascalon Capital continues to stack up its executive lineup, welcoming a new deputy chief executive. Shailesh Jain has joined the firm as partner and deputy chief executive. He will drive Ascalon's investment research and consulting initiatives ...

Picture Wealth named fastest-growing planner: report

MICHELLE BALTAZAR | THURSDAY, 24 JUL 2025

... Advisory leads the top 10 AFSLs with the highest number of new advisers in the year to June, based on a new financial adviser report released by Rainmaker Information this week. The report found that Picture Wealth has signed 42 advisers in the past ...

One third of advisers use 'Big 3' platforms: Rainmaker

KARREN VERGARA | THURSDAY, 24 JUL 2025

... holds the highest number of financial advisers who are aligned at 13.1% and non-aligned at 13%, the June 2025 Financial Adviser report states. Among aligned financial advisers, BT Panorama has a 12.2% market share while Insignia's Expand has 9.8%. ...

Younger Aussies want personalised financial advice: CALI

MATTHEW WAI | TUESDAY, 22 JUL 2025

New research conducted by the peak body of life insurance indicated close to half of young Australians want financial advice on life insurance, but only one in 10 receive it. The Council of Australian Life Insurers (CALI) said more Australians between ...

ASIC sues Fortnum Private Wealth

KARREN VERGARA | TUESDAY, 22 JUL 2025

ASIC is suing Fortnum Private Wealth for allegedly failing to manage and comply with its cybersecurity obligations that exposed the information of its financial advisers and clients. In the NSW Supreme Court, ASIC alleges Fortnum exposed its authorised ...

Adviser exodus puts retirement savings at risk: CPA

KARREN VERGARA | THURSDAY, 17 JUL 2025

... Australians' retirement money at risk, possibly leading them to invest in higher-risk schemes. According to the Financial Adviser Register, there are only 15,300 advisers left in the sector, which has nearly halved from 26,500 in 2019. CPA Australia ...

ASIC fines advice groups over unregistered advisers

JAMIE WILLIAMSON | THURSDAY, 17 JUL 2025

... Skye Money and Smart Financial Capital have both paid fines of $31,300 to ASIC for authorising an unregistered financial adviser to provide personal advice to clients. ASIC said that it acted as it had reasonable grounds to believe both groups had authorised ...

Australian Ethical promotes pair to accelerate growth

MATTHEW WAI | WEDNESDAY, 16 JUL 2025

The ethical investment manager has promoted two executives to steer growth across its superannuation and investment management businesses. Maria Loyez has become the group executive of superannuation, while chief investment officer Ludovic Theau will ...

Missing personal information can boost retirement income: Vanguard

KARREN VERGARA | WEDNESDAY, 16 JUL 2025

... planning expertise." Superannuation funds can play a key role for members who cannot or do not want to engage a financial adviser, the study suggests, but they are limited in their ability to access and use personal information at scale. While super ...

HUB24 reports record $136bn FUA

KARREN VERGARA | TUESDAY, 15 JUL 2025

HUB24's total funds under administration (FUA) reached a record $136.4 billion at the end of June. Net inflows for the 2025 financial year were $19.8 billion, up 25% annually. Excluding the $4 billion of migrations during the period, net inflows ...

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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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Expert Feed

Christian Mueller-Glissmann

Head of Asset Allocation Research

Goldman Sachs

When geopolitics becomes a portfolio risk

Geopolitics is back - again - and Australian investors can no longer treat it as distant background noise.

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Tania Milnes

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Financial Advice Association Australia

Does association membership still matter?

With all the changes the advice sector has experienced in recent years, such as regulatory reform and increased education and professional standards ...

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