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Showing 381 - 390 of 13215 results for "adviser"

HUB24, TAL to launch retirement income product

KARREN VERGARA  |  WEDNESDAY, 12 NOV 2025
HUB24 will launch a lifetime retirement solution in conjunction with TAL in the first half of 2026. HUB24 chief executive Andrew Alcock said the solution will address one of the most pressing concerns for Australians - the risk of outliving their retirement ...

MBS Insurance partners with Orbital Life

ANGELIQUE MINAS  |  WEDNESDAY, 12 NOV 2025
Risk insurance specialist MBS Insurance (MBS) has acquired a minority interest in boutique risk advisory firm Orbital Life. The partnership will enhance MBS's capacity to provide professional advice and make quality insurance advice more accessible ...

Advice industry under strain amid crisis of inefficiencies: Elemnta

MATTHEW WAI  |  TUESDAY, 11 NOV 2025
... that are hindering advice accessibility, growth, and profitability. Early data from the Elemnta-Marshan Consulting 2025 Adviser Efficiency Analysis report highlights three key areas where advisers continue to face challenges, including the misconception ...

Vale Ken Atchison

KARREN VERGARA  |  MONDAY, 10 NOV 2025
... mentorship of Ken," Atchison said on LinkedIn. "Over the next two decades, his leadership helped shape Atchison into a trusted adviser to many of Australia's most sophisticated investors." Atchison's career began with Towers Perrin as a consultant. ...

Milford launches two products in response to adviser demand

MATTHEW WAI  |  MONDAY, 10 NOV 2025
... Milford Australia has launched two new actively managed funds, including a fixed income strategy in response to growing adviser demand for more liquid, transparent credit solutions. Both the Corporate Bond Plus Fund and the Australian Active 100 Fund ...

Ascalon Capital acquires Evergreen Consultants

ANGELIQUE MINAS  |  MONDAY, 10 NOV 2025
... has acquired Evergreen Consultants, saying the two firms have a shared focus on investment excellence, governance and adviser partnerships. The deal will strengthen Ascalon's position in the domestic wealth management market by leveraging Evergreen's ...

ASIC cracks down on adviser CPD failures

ELIZA BAVIN  |  FRIDAY, 7 NOV 2025
... 2025. The panel decided to give four financial advisers reprimands and to take no action in relation to one financial adviser. ASIC said it is important financial advisers remember continuing professional development is "not merely a compliance obligation ...

Advisers favour non-traditional equity exposures: Fidante

ANGELIQUE MINAS  |  THURSDAY, 6 NOV 2025
Fidante released its Adviser Markets Survey, which revealed that more advisers are favouring non-traditional equity exposures to boost portfolio returns. Findings showed an improvement in market confidence since the beginning of the year. Positive sentiment ...

Majority of SMSF establishments based on bad advice: ASIC

KARREN VERGARA  |  THURSDAY, 6 NOV 2025
Nearly two thirds of SMSFs established under the recommendations of a financial adviser are unsuitable to their needs and put retirement savings at risk, an ASIC review reveals. Of 100 financial advice files investigated, 62 failed to demonstrate compliance ...

Metrics supports efforts to raise standards in private credit

RIDDHIMA TALWANI  |  THURSDAY, 6 NOV 2025
Metrics Credit Partners has strongly supported ASIC's calls for the private credit industry to deliver enhanced standards and says it looks to play a leading role in the process. ASIC's deep dive into the private credit sector revealed fund managers ...