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Showing 21 - 30 of 5647 results for "Financial adviser"

Mulino targets retail investor protections, high-risk MISs: SIAA

KARREN VERGARA  |  TUESDAY, 19 MAY 2026
... sector, including the Compensation Scheme of Last Resort (CSLR), Delivering Better Financial Outcomes (DBFO) and financial adviser education pathways, as a broad piece of work. "What happened soon after I came into this role is that we saw the Shield ...

Combating modern slavery difficult but not impossible: RIAA

KARREN VERGARA  |  MONDAY, 18 MAY 2026
... held at the Melbourne Convention & Exhibition Centre on May 27-28. He is joined by Ethical Investment Advisers financial adviser Karen Macleod, U Ethical Investors stewardship manager Rachel Alembakis and RIAA acting manager for membership and engagement ...

ACCC approves Zurich's ClearView takeover

KARREN VERGARA  |  MONDAY, 18 MAY 2026
... insurance. ClearView primarily supplies these life insurance products under its ClearChoice brand and via the retail financial adviser channel. Zurich Financial Services is owned by Zurich Insurance Group, which is listed on the SIX Swiss Exchange. ClearView ...

InterPrac targets First Guardian victim, disputes AFCA ruling

KARREN VERGARA  |  FRIDAY, 15 MAY 2026
... Kee was contacted by lead generator Aus Super Compare or AusCompare and subsequently referred to an InterPrac financial adviser that moved her superannuation into First Guardian. Kee recently told Financial Standard she lost $380,000 of her retirement ...

Channel Capital appoints distribution director

STAFF WRITER  |  THURSDAY, 14 MAY 2026
Xavier Jeans joins Channel Capital to help strengthen the group's distribution arm, with a focus on supporting financial advisers in the state of Victoria. Based in Melbourne, Xavier will focus on servicing wealth advisers and sophisticated clients ...

Aequitas hires former Vanguard consultant

MICHELLE BALTAZAR  |  THURSDAY, 14 MAY 2026
A former portfolio consultant at Vanguard who led the fund manager's launch of its own portfolio analytics and consulting function for Australian-based financial advisers is Aequitas' latest recruit. Mark Stephan joins as a principal asset consultant ...

FinCap increases investment oversight ahead of PM platform launch

MATTHEW WAI  |  THURSDAY, 14 MAY 2026
FinCap Group is adding two experienced financial services stalwarts to its investment committee ahead of the scheduled launch of its private markets managed account platform next month. The committee has welcomed Leanne Bradley as independent chair ...

Aware Super strengthens support for financial advisers

MATTHEW WAI  |  THURSDAY, 14 MAY 2026
Aware Super is introducing better support to financial advisers as it antes up the delivery of education with licensees and advisers, in a move to expand its advice relationships capability. To better focus on the initiative, the $235 billion super ...

Adviser ban stretched to 2028 in ASIC deterrence win

RIDDHIMA TALWANI  |  WEDNESDAY, 13 MAY 2026
The Administrative Review Tribunal (ART) has prohibited Stephen Rogers from being registered as a financial adviser for another three years. Melbourne-based Stephen Rogers, a representative of United Global Capital, had been prohibited from registering ...

Investors the biggest losers in 2026 Budget

KARREN VERGARA  |  WEDNESDAY, 13 MAY 2026
... window, and a near-universal default to companies for new structures from 2026 onwards." Hamilton Wealth Partners financial adviser and managing director Will Hamilton slammed the tax reforms. "The government does not have a mandate for these changes. ...