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Showing 11 - 20 of 5647 results for "financial adviser"

AIOFP partners to launch adviser protection program

MATTHEW WAI  |  TUESDAY, 26 MAY 2026
The Association of Independently Owned Financial Professionals (AIOFP) is partnering with DASH to provide financial advisers with a new white labelling capability for platform access. The Foundation Advisers Wrap will allow advisers to retain access ...

Super fund-backed AFSL adviser numbers drop: Rainmaker

RIDDHIMA TALWANI  |  FRIDAY, 22 MAY 2026
Industry superannuation funds will continue to adopt a hybrid framework of advice, integrating digital and human channels, as the number of advisers under super funds owned AFSL's has declined progressively in the last five years. Rainmaker Information ...

Proposed CGT reforms could upend HNW low advice demand

KARREN VERGARA  |  FRIDAY, 22 MAY 2026
... pool of wealth estimated to be worth a whopping $4.4 trillion, yet only one quarter employ the services of a financial adviser, new research finds, but Labor's proposed tax reforms could change this. A survey conducted by the Stockbrokers and Investment ...

Behavioural constraint is costing retirees greatly: Allianz Retire+

MATTHEW WAI  |  THURSDAY, 21 MAY 2026
The insurer found that market volatility, and inadequate savings are no longer the greatest threats to retirement outcomes, rather, it comes down to hesitancy to make the decisions retirement requires. Allianz Retire+'s The two-chapter retirement report ...

InvestSMART to realise $16m from Intelligent Investor sale

MATTHEW WAI  |  THURSDAY, 21 MAY 2026
... indicated their commitment and focus to grow the newsletter and funds management business, including through the financial adviser market. The TIP funds management business follows the same value investing methodology as Intelligent Investor and will ...

ASIC launches action against Equity Trustees for $65m First Guardian failures

ELIZA BAVIN  |  THURSDAY, 21 MAY 2026
ASIC has commenced civil penalty proceedings in the Federal Court against Equity Trustees Superannuation (ETSL), alleging failures in care, skill and diligence concerning the decision to allow members to invest in the First Guardian Master Fund. This ...

CFS plots 'largest' retirement product expansion with new alliance

MATTHEW WAI  |  WEDNESDAY, 20 MAY 2026
Colonial First State (CFS) is plotting the "largest-ever" expansion of its retirement offerings through a multi-partner alliance to enhance retirement solutions. Developed with Challenger, Generation Life, and BlackRock, the partnerships transform product-led ...

Vital Business Partners names chief executive

MATTHEW WAI  |  WEDNESDAY, 20 MAY 2026
Vital Business Partners (VBP), part of AZ NGA's network, has appointed a new chief executive, replacing Nathan Jacobsen who joined the parent company as chief operating officer earlier this year but continued to oversee the management of VBP. VBP has ...

Buyer beware: Private credit as a defensive play

KARREN VERGARA  |  TUESDAY, 19 MAY 2026
Financial advisers grapple finding a meaningful place for private credit in portfolios as investment experts urge them to carefully consider the risks of making it part of the defensive allocation. The Stockbrokers and Investment Advisers Association ...

Russell Investments hires from BT

ELIZA BAVIN  |  TUESDAY, 19 MAY 2026
Russell Investments has welcomed a director of key accounts and platforms within the wealth team. Tonya Ripley has joined from BT where she was head of national accounts. Prior to that Ripley also held roles at HUB24 and AMP. "Tonya brings over 20-plus ...