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Showing 21 - 30 of 9789 results for "advisers"

FAAA pushes for 'fundamental' changes to CSLR

KARREN VERGARA  |  TUESDAY, 26 MAY 2026
... changes" to how the Compensation Scheme of Last Resort (CSLR) is funded, arguing it would be detrimental to financial advisers and small businesses if it continues in its current form. To avoid this, the association wants the CSLR to capture managed ...

MPC Markets partners with HeirWealth

VINNY VUCAGO  |  TUESDAY, 26 MAY 2026
... power the portfolio reporting capabilities within its Mosaic client platform. The partnership will provide MPC Markets advisers with consolidated multi-asset reporting, automated branded review documents and broader total wealth visibility for clients ...

AIOFP partners to launch adviser protection program

MATTHEW WAI  |  TUESDAY, 26 MAY 2026
The Association of Independently Owned Financial Professionals (AIOFP) is partnering with DASH to provide financial advisers with a new white labelling capability for platform access. The Foundation Advisers Wrap will allow advisers to retain access ...

Bridgewest Ventures lands in Australia

KARREN VERGARA  |  MONDAY, 25 MAY 2026
... capital firm Bridgewest Ventures has scored an AFSL to expand in Australia, hoping to win over family offices, wealth advisers and institutional investors with a new fund. Founded in 2020, Bridgewest Venture invests in the sectors of life sciences, medical ...

Super fund-backed AFSL adviser numbers drop: Rainmaker

RIDDHIMA TALWANI  |  FRIDAY, 22 MAY 2026
... superannuation funds will continue to adopt a hybrid framework of advice, integrating digital and human channels, as the number of advisers under super funds owned AFSL's has declined progressively in the last five years. Rainmaker Information reviewed ...

Proposed CGT reforms could upend HNW low advice demand

KARREN VERGARA  |  FRIDAY, 22 MAY 2026
... finds, but Labor's proposed tax reforms could change this. A survey conducted by the Stockbrokers and Investment Advisers Association (SIAA), Praemium and CoreData reveals financial advice has not kept up with the HNW population's booming wealth. ...

Feature: Private credit | The fine print

RIDDHIMA TALWANI  |  FRIDAY, 22 MAY 2026
... work. Looking ahead, Torrington says adviser education will be key. "They should know what to ask. I'm always saying advisers will fix this long before ASIC," he adds. While advisers are getting better and blunt with their questions, Torrington says ...

Behavioural constraint is costing retirees greatly: Allianz Retire+

MATTHEW WAI  |  THURSDAY, 21 MAY 2026
... said. "The constraint is behavioural, and no amount of additional information or projections are likely to help. Instead, advisers need a fresh approach which reframes levels of commitment and stresses the exit ramps in any retirement income strategy. ...

InvestSMART to realise $16m from Intelligent Investor sale

MATTHEW WAI  |  THURSDAY, 21 MAY 2026
... wealth advice business through the InvestSMART platform, technology tools for investors with the addition of financial advisers." TIP chief executive Andrew Coleman said the incoming business will become TIP's retail facing arm, aligned with its ...

HUB24 expands retirement options with TAL

MATTHEW WAI  |  THURSDAY, 21 MAY 2026
... Life (AGILE) and Challenger annuities. HUB24 chief operating officer Craig Lawrenson said the new offering will allow advisers to deliver better outcomes for their clients. "Choice and flexibility are fundamental to a trusted superannuation system, enabling ...