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Showing 321 - 330 of 9814 results for "Advisers"

Why risk advice is on the verge of collapse: Experts

MATTHEW WAI  |  WEDNESDAY, 19 NOV 2025
The challenges around risk advice have forced many advisers to abandon the sector. With greater complexity and a dwindling number of specialists, experts fear the risk market may cease to exist, the FAAA Congress 2025 has heard. There are currently ...

Scaling practices depends on AI: FAAA

KARREN VERGARA  |  WEDNESDAY, 19 NOV 2025
The financial advice industry cannot rely on hiring more advisers to scale practices, rather it needs to prioritise the adoption of new technology that will also help meet unprecedented demand for advice over the next five years, this year's Financial ...

FAAA launches digital client identification tool

KARREN VERGARA  |  WEDNESDAY, 19 NOV 2025
The Financial Advice Association Australia (FAAA) will launch a digital client identification tool to assist advisers identify and verify their clients for anti-money laundering and counter-terrorism financing (AML/CTF) purposes. FAAA SafeID, an end-to-end ...

HNW investors prioritise trust and human connection: Praemium

ANGELIQUE MINAS  |  WEDNESDAY, 19 NOV 2025
... factor in their adviser relationships, before investment performance (22%) and strategic advice (13%). Investors look to advisers for holistic insights developed through building a personal relationship based on trust, the report said. Underscoring the ...

HUB24 takes stake in Finura Digital

ELIZA BAVIN  |  WEDNESDAY, 19 NOV 2025
... taken an equity stake in Finura Digital, the parent company to Advice Designer, a SaaS platform that helps financial advisers automate their advice production processes. In addition, HUB24 will introduce myhub, an "ecosystem concept" being developed ...

Human biases call for simpler retirement framework: Research

RIDDHIMA TALWANI  |  TUESDAY, 18 NOV 2025
Financial advisers need to tackle inherent behavioural bias in members and build simpler frameworks to improve retirement outcomes, according to research by Industry Fund Services (IFS). The whitepaper, published in collaboration with Challenger, identified ...

Milford appoints country head

ELIZA BAVIN  |  TUESDAY, 18 NOV 2025
... leadership, Milford Australia has built a high-performing distribution team, established relationships with over 700 advisers, and grown funds under management to $700 million," Milford said of her departure. "van Berlo has been with the business since ...

AMP announces senior hire for North

ELIZA BAVIN  |  MONDAY, 17 NOV 2025
... and this is another important step to delivering on those and continuing the significant momentum we have built with advisers more recently," Maloney said. "We are excited to be welcoming Kristine to AMP. Her deep experience and leadership transforming ...

Estimated CSLR levy comes in at $127m for FY27

JAMIE WILLIAMSON  |  MONDAY, 17 NOV 2025
... Shield. In total, the initial estimate for FY27 is $137.5 million. With $126.9 million expected to be paid by financial advisers, the balance is split between the securities dealing, credit intermediation and credit provision sub-sectors. Securities ...

MST Financial acquires FIIG Securities' unit, boosts assets

KARREN VERGARA  |  FRIDAY, 14 NOV 2025
... institutional credit expertise with MST's hybrid leadership, we can deliver a truly comprehensive income platform for advisers and investors as markets evolve. MST will continue to focus solely on income, credit, and structured strategies within its ...