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Showing 451 - 460 of 13305 results for "adviser"

Conaghan holds ASIC accountable for Shield, First Guardian mess

KARREN VERGARA  |  THURSDAY, 20 NOV 2025
The shadow minister for financial services Pat Conaghan has thrust ASIC front and centre of the First Guardian and Shield Master Fund collapses, saying it should take accountability for its delayed action and it is high time for its reformation. Conaghan ...

Advice sector looks to offshore talent to bridge skills gap

KARREN VERGARA  |  THURSDAY, 20 NOV 2025
The financial advice profession is helping solve the talent shortage by tapping into the offshoring workforce, offering pathways to education and training, according to Financial Advice Association Australia (FAAA). At the annual Congress in Perth ...

Why risk advice is on the verge of collapse: Experts

MATTHEW WAI  |  WEDNESDAY, 19 NOV 2025
... Outcomes (DBFO) reforms will help soothe this stagnation. "Michelle Levy did say that the new class or new category of adviser wouldn't be able to receive a commission or charge a fee for their advice. That would mean that if those people were in ...

Scaling practices depends on AI: FAAA

KARREN VERGARA  |  WEDNESDAY, 19 NOV 2025
... over 55 and the average age at the moment of retirement is 57. Of those, 1.36 million people are actively looking for an adviser," he said, citing Adviser Ratings data. Currently, about 10% of Australians have an adviser. Taking 1.36 million and dividing ...

FAAA launches digital client identification tool

KARREN VERGARA  |  WEDNESDAY, 19 NOV 2025
The Financial Advice Association Australia (FAAA) will launch a digital client identification tool to assist advisers identify and verify their clients for anti-money laundering and counter-terrorism financing (AML/CTF) purposes. FAAA SafeID, an end-to-end ...

HNW investors prioritise trust and human connection: Praemium

ANGELIQUE MINAS  |  WEDNESDAY, 19 NOV 2025
... solutions and digital tools, the study indicated 36% of HNW investors rank trust as the most important factor in their adviser relationships, before investment performance (22%) and strategic advice (13%). Investors look to advisers for holistic insights ...

HUB24 takes stake in Finura Digital

ELIZA BAVIN  |  WEDNESDAY, 19 NOV 2025
... improve their businesses." Finura joint managing director Aron Satchell added: "We sought a collaborator as passionate about adviser productivity as we are. HUB24 is focused on investing in technology and delivering innovative products and solutions ...

Human biases call for simpler retirement framework: Research

RIDDHIMA TALWANI  |  TUESDAY, 18 NOV 2025
Financial advisers need to tackle inherent behavioural bias in members and build simpler frameworks to improve retirement outcomes, according to research by Industry Fund Services (IFS). The whitepaper, published in collaboration with Challenger, identified ...

Milford appoints country head

ELIZA BAVIN  |  TUESDAY, 18 NOV 2025
... momentum within the business." Prior to joining Milford, van Berlo spent six years with Morningstar Australia as head of adviser distribution, investment management. He was responsible for servicing a national footprint of financial advisers, dealer ...

AMP announces senior hire for North

ELIZA BAVIN  |  MONDAY, 17 NOV 2025
... aligns with its focus on accelerating the growth of the North business and its commitment to broadening its financial adviser and partner relationships. Goodwin brings extensive experience from a career in executive-level distribution and marketing roles ...