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Showing 451 - 460 of 13215 results for "Adviser"

Netwealth separates itself from First Guardian: 'A case of fraud'

ELIZA BAVIN  |  THURSDAY, 9 OCT 2025
Netwealth has continued to separate itself from the collapse of First Guardian, saying it was a "case of fraud". In its September quarterly business update, Netwealth said it was working cooperatively with industry bodies and regulators in relation ...

ASIC reports 50% jump in investigations in FY25

RIDDHIMA TALWANI  |  THURSDAY, 9 OCT 2025
ASIC has reported an increase of 50% in investigations and an almost 20% rise in new civil enforcement proceedings in the financial year 2025. In its report for the full year, ASIC highlighted a ramp up in its enforcement activity and work to address ...

HUB24 launches new client reporting solution

ANGELIQUE MINAS  |  THURSDAY, 9 OCT 2025
HUB24 has launched a new client reporting tool, Engage. The solution aims to help financial advisers create transparent and timely reports for custody and non-custody asset investments. HUB24 said advisers spend 57% of their time engaging in client-facing ...

State Super offloads investment team to Frontier Advisors

KARREN VERGARA  |  WEDNESDAY, 8 OCT 2025
... management, operational, risk management, administration, custody and reporting requirements, while retaining its unconflicted adviser status." State Super has been a client of Frontier Advisors since 2006. It will have an undisclosed stake in the asset ...

Annual ReCALIbrate recipients named

ANGELIQUE MINAS  |  WEDNESDAY, 8 OCT 2025
... Insurers' (CALI) third annual ReCALIbrate program have been announced. The five beneficiaries are Whitsunday Wealth financial adviser Zoe Kennedy, Parachute Cover life insurance specialist Natalie Lackner, My Fortress Townsville financial adviser Alyssa ...

Full automation key for business success, but not investments

MATTHEW WAI  |  WEDNESDAY, 8 OCT 2025
... advice documents to flag any inconsistencies, automate compliance monitoring, conduct anti-money laundering checks, track adviser licensing, and more. "Among AdviceTech Stars, usage rose from 30% in 2024 to 42% in 2025, and a further 21% plan to implement ...

Retail investors want true hedge fund exposure: Morningstar

KARREN VERGARA  |  WEDNESDAY, 8 OCT 2025
Retail and financial adviser-led investors, who demand exposures to hedge funds, continue to face substantial hurdles and receive lower returns from similar strategies, according to Morningstar. Retail investors see that hedge funds can truly diversify ...

JPMAM launches ETF models with Vanguard

ANGELIQUE MINAS  |  WEDNESDAY, 8 OCT 2025
... passive index ETFs from Vanguard are a true reflection of this," he said. Vanguard Investments Australia head of financial adviser services Rachel White described the collaboration reflects an industry evolution. "We are excited to be the index partner ...

ETF adoption 'intensifies': VanEck

ELIZA BAVIN  |  WEDNESDAY, 8 OCT 2025
New research has revealed ETF adoption among advisers has intensified in the last year, with over 70% reporting greater usage and 65% using two or more smart beta strategies. The 2025 VanEck Smart Beta Survey also found the depth of usage has expanded ...

Platform trustees told to improve investment governance

JAMIE WILLIAMSON  |  TUESDAY, 7 OCT 2025
... for negative news and unusual flows. Some also employ a range of monitoring controls, like overseeing holding limits, adviser trends, and event-based monitoring, and compare the choice products offered by their peers. In relation to the final metric ...