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Showing 21 - 30 of 4681 results for "FINANCIAL ADVISERS"

AUSIEX launches cash account for advisers

RIDDHIMA TALWANI  |  TUESDAY, 7 JUL 2026
AUSIEX has launched a cash account to help financial advisers manage client cash seamlessly alongside trading accounts. The account is designed to simplify and streamline cash management, accelerate funding and settlement, improve visibility and control ...

June adviser exam registers 72% pass rate

KARREN VERGARA  |  MONDAY, 6 JUL 2026
... with the qualifications standard that took effect on 1 January 2026. The regulator's recent review of the Financial Advisers Register (FAR) found of the relevant providers who are existing providers and remained on the FAR, 132 individuals did not ...

ASIC ceases a further 26 authorisations after review

MATTHEW WAI  |  FRIDAY, 3 JUL 2026
ASIC has completed the review on the Financial Advisers Register (FAR) relating to compliance with the qualifications standard that took effect on 1 January 2026, as adviser numbers plummeted below 15,000 entering the new financial year. The review ...

Esencia seals third merger

VINNY VUCAGO  |  WEDNESDAY, 1 JUL 2026
... strategy, merging with New South Wales-based Cove Financial Group in a deal that brings around 650 clients and four financial advisers into the business. The Shellharbour-based advice firm is Esencia Wealth's third merger this year as it continues its ...

HUB24 appoints Formica to board

VINNY VUCAGO  |  FRIDAY, 26 JUN 2026
... board as HUB24 continues to grow its platform and retirement solutions business amid increasing demand from financial advisers.

Advisers expect growth despite uphill challenges

MATTHEW WAI  |  THURSDAY, 25 JUN 2026
... Despite the current headwinds involving market uncertainties, rapid digitisation and the ageing population, financial advisers remain optimistic about what they can achieve over the next few years, a new report finds. However, the growth will not be ...

FEATURE | Member engagement | On the ball

KARREN VERGARA  |  TUESDAY, 23 JUN 2026
... Kay oversees growth, marketing, stakeholder and corporate relations, and a group of about 1700 independent financial advisers. Part of her job is centred on understanding member behaviour - when they're most likely to act and what prompts them to ...

Passive ETFs continue to dominate domestic market

MATTHEW WAI  |  FRIDAY, 19 JUN 2026
... monthly average basis. This reflects the growing role ETFs now play in portfolio construction, as investors and financial advisers increasingly turn to transparent, cost-effective and diversified exposures across asset classes." He said the growing breadth ...

ASIC expands list of super lead generation entities

VINNY VUCAGO  |  THURSDAY, 18 JUN 2026
... high pressure sales tactics or provide financial services without a licence risk breaching the law. Licensed financial advisers and businesses that engage such operators may also face regulatory scrutiny. The regulator encouraged consumers to be wary ...

Capstone joins forces with PictureWealth to form $22bn FUA planning network

MICHELLE BALTAZAR  |  WEDNESDAY, 17 JUN 2026
... landmark deal with national advice licensee Capstone Financial Planning, forming a combined business with 360 financial advisers and $22 billion in funds under advice. Prior to the announcement, PictureWealth Group was already the fastest-growing planning ...