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Showing 361 - 370 of 13300 results for "adviser"

Commonwealth Super anticipates advice take-off

MATTHEW WAI  |  MONDAY, 19 JAN 2026
Use of a service that allows hesitant members to dip their toes in to receiving financial advice is expected to almost double in 2026, with 15% seeking intra-fund advice since the inception of its Super Specialist program. Commonwealth Superannuation ...

MWL complainants given $100k in lead decision outcome

MATTHEW WAI  |  MONDAY, 19 JAN 2026
... said. In this case, two people told AFCA they were cold-called to have their super reviewed, while being referred to an adviser from MWL who suggested they set up a self-managed super fund (SMSF). They were instructed to transfer their existing super ...

Just 450 advisers drop off ASIC FAR after deadline hits

MATTHEW WAI  |  FRIDAY, 16 JAN 2026
... just a quarter of them have ceased their authorisation. According to Rainmaker Information analysis of the ASIC Financial Adviser Register (FAR), about 458 advisers ceased their authorisation since the beginning of December, including 16 this month. ...

'Generous' UK State Pension reforms to hit expats

KARREN VERGARA  |  FRIDAY, 16 JAN 2026
... will impact many expatriates who are relying on these "generous" payments as an income stream, according to a financial adviser. From 6 April 2026, the UK State Pension rules will effectively abolish the Class 2 voluntary National Insurance Contributions ...

First batch of specialist advisers graduate SMSFA program

RIDDHIMA TALWANI  |  FRIDAY, 16 JAN 2026
... SMSF Association has seen the graduation of the first cohort of specialist advisers under its revamped SMSF Specialist Adviser (SSA) accreditation. A total of 37 participants completed the program. Since its inception, more than 2300 professionals have ...

Fairlight adds Sydney partner

ELIZABETH FRY  |  THURSDAY, 15 JAN 2026
Fairlight Capital Partners has appointed a new partner as it continues to tap into the Australian adviser and family office markets. William George joins the employee-owned firm from his role as associate director of The Table Club, an Australian family ...

Morningstar bulks up managed portfolios team

ELIZABETH FRY  |  THURSDAY, 15 JAN 2026
... Abraham earlier worked at Wentworth Securities as head of trading and portfolio management, at Lonsec as an investment adviser and at Morgan Stanley Smith Barney as a financial adviser. Morningstar Australia country leader Chris Galloway said the appointments ...

Advisers 'positioned to thrive' in 2026

ANGELIQUE MINAS  |  THURSDAY, 15 JAN 2026
... landscape, positioning and sector focus, and portfolio construction and global allocation. Fradley Advice specialist financial adviser Nathan Fradley anticipates 2026 going one of two ways, saying "it's going to be a big year of distraction and opportunity". ...

Betashares launches retirement income SMAs on CFS Edge

MATTHEW WAI  |  WEDNESDAY, 14 JAN 2026
Betashares aims to offer retirees an enhanced income of 2% p.a. above traditional benchmark portfolios through separately managed accounts (SMAs) on the CFS Edge platform. The SMAs leverage Betashares' institutional-grade investment solutions and portfolio ...

Granite Bay Private Wealth launches, taps BlackRock

KARREN VERGARA  |  WEDNESDAY, 14 JAN 2026
... managing partner. Moon was formerly an executive director at Morgan Stanley for 13 years and was a licensed financial adviser there between 2012 and 2021. He also spent time at UBS, Macquarie and LGT Wealth Management. The firm, which has offices in ...