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Showing 21 - 30 of 13206 results for "adviser"

AIOFP partners to launch adviser protection program

MATTHEW WAI  |  TUESDAY, 26 MAY 2026
... on a 'for cause' basis, including regulatory or disciplinary action. All restrictions will apply only to the individual adviser, not the entire dealer group. AIOFP chief executive Peter Johnston said the initiative is designed to restore confidence and ...

ASIC, APRA target insurers' TPD product sustainability

KARREN VERGARA  |  MONDAY, 25 MAY 2026
... meanwhile, is introducing new TPD product designs, yet there is low take-up and existing products continue to dominate the adviser-led market. Another issue is if the appropriate pricing of existing products reflects the latest TPD risk profile. On this ...

Bridgewest Ventures lands in Australia

KARREN VERGARA  |  MONDAY, 25 MAY 2026
... materials and clean technology that operate across New Zealand and Australia. John van der Wielen was hired to be a senior adviser to Bridgewest Venture, as well as lead the Australian distribution strategy. The Bridgewest Venture Fund I LP is aiming ...

Super fund-backed AFSL adviser numbers drop: Rainmaker

RIDDHIMA TALWANI  |  FRIDAY, 22 MAY 2026
... Information reviewed a number of funds including Australian Retirement Trust, Aware Super and HESTA and found combined adviser numbers fell from 687 in March 2021 to 501 by March 2026. "This contraction contrasts sharply with the expansion in both membership ...

Proposed CGT reforms could upend HNW low advice demand

KARREN VERGARA  |  FRIDAY, 22 MAY 2026
... pool of wealth estimated to be worth a whopping $4.4 trillion, yet only one quarter employ the services of a financial adviser, new research finds, but Labor's proposed tax reforms could change this. A survey conducted by the Stockbrokers and Investment ...

Feature: Private credit | The fine print

RIDDHIMA TALWANI  |  FRIDAY, 22 MAY 2026
... credit funds. Torrington says a lot of the money going into private credit is also coming through wealth investors from the adviser channel. At present, a wholesale investor is someone with net assets of at least $2.5 million or a gross income for each ...

Behavioural constraint is costing retirees greatly: Allianz Retire+

MATTHEW WAI  |  THURSDAY, 21 MAY 2026
The insurer found that market volatility, and inadequate savings are no longer the greatest threats to retirement outcomes, rather, it comes down to hesitancy to make the decisions retirement requires. Allianz Retire+'s The two-chapter retirement report ...

InvestSMART to realise $16m from Intelligent Investor sale

MATTHEW WAI  |  THURSDAY, 21 MAY 2026
... indicated their commitment and focus to grow the newsletter and funds management business, including through the financial adviser market. The TIP funds management business follows the same value investing methodology as Intelligent Investor and will ...

HUB24 expands retirement options with TAL

MATTHEW WAI  |  THURSDAY, 21 MAY 2026
HUB24 has launched a lifetime super solution with life insurer TAL, available through HUB24 Super. The new offering meets the requirements of an Innovative Retirement Income Stream (IRIS) and provides access to concessional Centrelink treatment when ...

ASIC launches action against Equity Trustees for $65m First Guardian failures

ELIZA BAVIN  |  THURSDAY, 21 MAY 2026
ASIC has commenced civil penalty proceedings in the Federal Court against Equity Trustees Superannuation (ETSL), alleging failures in care, skill and diligence concerning the decision to allow members to invest in the First Guardian Master Fund. This ...