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Showing 311 - 320 of 9814 results for "Advisers"

Advisers may be caught by new AML/CTF reforms: Expert

MATTHEW WAI  |  FRIDAY, 21 NOV 2025
... laundering/counter-terrorism financing (AML/CTF) reform, an expert told the Financial Advice Association Australia (FAAA) Congress advisers may be caught by new obligations when they apply. From 1 July 2026, professionals, including real estate agents ...

Ditch cash, curb emotionally led investing: Expert

KARREN VERGARA  |  FRIDAY, 21 NOV 2025
The opportunity costs of leaving cash in a savings account are too high as financial advisers can do more to help manage clients' emotional responses when it comes to taking higher risks with their money, a behavioural finance expert said. At the ...

Hostplus snares LGT Wealth deputy CIO

ELIZABETH FRY  |  THURSDAY, 20 NOV 2025
... - Susan Orr and Greg Clerk. Clerk has worked at Hostplus for almost ten years, following 17 years at JANA Investment Advisers, where he advised the industry fund set up to look after hospitality workers. For her part, Orr was appointed deputy CIO just ...

Privity adds to sales team

ELIZABETH FRY  |  THURSDAY, 20 NOV 2025
... A specialist in retirement income solutions and adviser engagement, Philips has built a strong reputation for helping advisers construct resilient client investment strategies and navigate complex market environments. "Privity's disciplined approach ...

MLC platform adds retirement specialist

ELIZABETH FRY  |  THURSDAY, 20 NOV 2025
... August with TAL and Challenger. Andrew Long is tasked with promoting MLC Retirement Boost to licensees and financial advisers. Long brings years of experience to the role, having held strategic retirement partnership positions at Colonial First State ...

Sequoia boasts of 'good governance' despite ASIC action

JAMIE WILLIAMSON  |  THURSDAY, 20 NOV 2025
... central" to how it operates and confirmed it is in talks with Netwealth and Macquarie over their decision to bar InterPrac advisers. Addressing its annual general meeting this morning, Sequoia chair Mike Ryan said the litigation brought by ASIC last ...

FAAA Award winners announced

ANGELIQUE MINAS  |  THURSDAY, 20 NOV 2025
... contribution and advocacy for the profession and purpose-built business practices around the client journey. Boutique Advisers' managing director Gary Hasler accepted the FAAA Professional Practice of the Year Award. The firm has been operating since ...

Talent crunch lifts base salaries for advisers: Kaizen

RIDDHIMA TALWANI  |  THURSDAY, 20 NOV 2025
The shortage of financial advisers is seeing firms increasingly raise base salaries by as much as $50,000, according to a report by Kaizen Recruitment. The recruitment firm's latest wealth management salary guide found it comes as superannuation funds ...

Conaghan holds ASIC accountable for Shield, First Guardian mess

KARREN VERGARA  |  THURSDAY, 20 NOV 2025
... failing, in my view, is ASIC," he warned. "If there was any justice, part of the CSLR burden would be on ASIC and not the advisers who did nothing wrong. ASIC was too slow out of the gates. They can deny all they like, but the facts speak for themselves." ...

Advice sector looks to offshore talent to bridge skills gap

KARREN VERGARA  |  THURSDAY, 20 NOV 2025
... potentially place them with the firm that they've been working for offshore." A spot poll conducted revealed that half of advisers in the audience out of a pool of about 85 currently use offshoring providers and are "very happy with it." Thirteen ...