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Showing 351 - 360 of 13215 results for "adviser"

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

MATTHEW WAI  |  FRIDAY, 21 NOV 2025
... need to refresh their compliance framework to prepare for the upcoming changes. According to the AML/CTF Act, a financial adviser or an authorised representative of an Australian financial services licence (AFSL) is providing an item 54 designated service ...

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
The deputy chief investment officer of LGT Wealth Management has joined the investments team at Hostplus, the $140 billion superannuation fund. Kevin Wan Lum has taken up the post of executive manager of investment research - a critical role given that ...

IFM head of global real estate resigns

ELIZABETH FRY  |  THURSDAY, 20 NOV 2025
... the team over the next month to ensure a smooth handover before taking a well-deserved break over the summer External adviser John Dynon will serve as interim head of the real estate business while the search for Chapple's successor is underway. ...

Rest hires from AustralianSuper

ELIZABETH FRY  |  THURSDAY, 20 NOV 2025
... working at AustralianSuper, he worked for Bupa in several roles from 2008 to 2021, culminating in four years as senior legal adviser at head office advisory. In this role, he provided governance and company secretarial support for Bupa's 13 subsidiary ...

Privity adds to sales team

ELIZABETH FRY  |  THURSDAY, 20 NOV 2025
... Queensland. Operating from Sydney, Philips will partner with Melbourne-based distribution lead Nigel Credlin to deliver enhanced adviser support and strengthen access to Privity's private credit investment strategies across Australia's eastern ...

MLC platform adds retirement specialist

ELIZABETH FRY  |  THURSDAY, 20 NOV 2025
MLC Expand has hired a retirement specialist following strong demand for its retirement income product launched in August with TAL and Challenger. Andrew Long is tasked with promoting MLC Retirement Boost to licensees and financial advisers. Long brings ...

Sequoia boasts of 'good governance' despite ASIC action

JAMIE WILLIAMSON  |  THURSDAY, 20 NOV 2025
... Sequoia is strong. "The environment continues to play to our strengths. Demand for quality financial advice is rising, adviser supply remains constrained, and the value of trusted, well-governed networks is increasing... Our focus over the next 12 months ...

FAAA Award winners announced

ANGELIQUE MINAS  |  THURSDAY, 20 NOV 2025
... and professional judgement to adapt and deliver client first advice in times of considerable client distress." The FAAA Adviser of the Year Award honoured Prominent Financial Services senior financial adviser and director Christine Swanson. Since the ...

Talent crunch lifts base salaries for advisers: Kaizen

RIDDHIMA TALWANI  |  THURSDAY, 20 NOV 2025
... read. "The talent shortage is driving super funds to expand teams to ensure service levels and meet growing member needs." Adviser numbers have fallen from over 28,000 in 2019 to around 15,500 in 2025, and are expected to drop further over the next year. ...