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Showing 311 - 320 of 13206 results for "Adviser"

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 ...

First Sentier adds second active ETF

MATTHEW WAI | WEDNESDAY, 3 DEC 2025

First Sentier Investors is listing its second ETF on the Australian Securities Exchange (ASX), leveraging its ex-20 Australian share strategy. The First Sentier ex-20 Australian Share Fund Active ETF (ASX: XX20) provides investors long-term returns ...

AZ NGA partners with Sydney Financial Planning

ANGELIQUE MINAS | TUESDAY, 2 DEC 2025

... within new graduates during their Professional Year. "Sydney Financial Planning has a structured development plan and adviser pairing model, which is designed to enhance the experience of PY advisers and up-and-coming client services employees," he said. ...

Royal London AM launches four new funds locally

ELIZA BAVIN | TUESDAY, 2 DEC 2025

Royal London Asset Management has announced the launch of four new funds for Australian investors, with Equity Trustees as responsible entity. Royal London Asset Management manages $378 billion for clients in the UK and select international locations ...

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 ...

Betashares launches new Enhanced Credit Income ETF

ANGELIQUE MINAS | MONDAY, 1 DEC 2025

Betashares has launched its Australian Enhanced Credit Income Complex ETF (ASX: ECRD), in expansion of its innovative fixed income investment solutions range. The ETF is designed to invest in floating-rate subordinated bonds issued by Australia's Big ...

Advisers acquired 300k new clients in 2025: Report

KARREN VERGARA | MONDAY, 1 DEC 2025

... differentiator in a market where confidence and relationships matter more than ever." The survey also found the number of adviser-client relationships have stabilised over the past year. At the same time, advised Australians report higher satisfaction ...

Capital Haus acquires Adelaide advice firm, FUM to exceed $1bn

MATTHEW WAI | MONDAY, 1 DEC 2025

Capital Haus has acquired Adelaide's advice business Baker Young, with the firm to retain its brand and staff. Baker Young founders Alan Young and David Baker will remain in active advisory roles, as Capital Haus will also move its existing client to ...

Financially savvy Australians can add $1.2tn to wealth: Research

RIDDHIMA TALWANI | FRIDAY, 28 NOV 2025

New research has found that if all Australians were to reach a level of advanced financial capability, it could uplift aggregate household wealth by $1.2 trillion, equal to $122,950 per household. The Big Lift report by Deloitte in collaboration with ...

Morningstar widens private credit coverage, kicks off with Metrics

RIDDHIMA TALWANI | FRIDAY, 28 NOV 2025

Morningstar will kick start ratings coverage of Australian private credit and private equity funds from next year, picking Metrics Credit Partners for its first assessment. The research house said that while the private credit ratings will be available ...

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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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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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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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