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Showing 461 - 470 of 13302 results for "adviser"

Alexander Funds bolsters Sydney office with new hire

ELIZABETH FRY  |  THURSDAY, 13 NOV 2025
... financial advisory and broking team. "Alexander Funds continues to experience strong growth through retail and wholesale adviser channels. Oliver's appointment in our Sydney office will strengthen our ability to support and engage with our expanding ...

JANA deepens bench with six principal promotions

ELIZABETH FRY  |  THURSDAY, 13 NOV 2025
JANA Investment Advisers has elevated six senior leaders, deepening its bench across investment consulting, research and operations. The promotions come after the recent appointments of the firm's new heads of sustainability, infrastructure and ...

ASIC acts against MWL, its director and lead generator

ANGELIQUE MINAS  |  THURSDAY, 13 NOV 2025
ASIC is taking legal action against MWL Financial Services, its former director Nicholas Maikousis, and lead generator Imperial Capital Group Australia over alleged Shield advice failures. ASIC alleges that MWL operated a business model that provided ...

Brighter Super expands senior team

ANGELIQUE MINAS  |  THURSDAY, 13 NOV 2025
Brighter Super has introduced three new senior leadership positions. It has appointed Hayley Powell as head of superannuation and retirement advice, Craig Godfrey as head of IFA partnership and growth, and Brendan Nerdal as head of stakeholder and corporate ...

Stay or leave: ASIC's private credit clampdown tests managers

RIDDHIMA TALWANI  |  THURSDAY, 13 NOV 2025
ASIC's crackdown on the private credit market has created a 'stay or leave' proposition for some fund managers, a Financial Standard event heard. Speaking at the recent Financial Standard Advisers in Focus event in Melbourne, HMC Private ...

SQM Research faces court over 'favourable' rating of Shield

MATTHEW WAI  |  THURSDAY, 13 NOV 2025
ASIC is suing SQM Research over its 'favourable' rating for the Shield Master Fund, marking the first time the watchdog has acted against a research house. ASIC alleges that the research house failed to obtain information needed to properly ...

Interprac sued over Shield, First Guardian failures

JAMIE WILLIAMSON  |  THURSDAY, 13 NOV 2025
... superannuation being invested in products that were unsuitable, high risk and costly. "We allege that no competent financial adviser could have recommended Australians invest large amounts of their superannuation in these funds, and that Interprac - ...

HUB24, TAL to launch retirement income product

KARREN VERGARA  |  WEDNESDAY, 12 NOV 2025
HUB24 will launch a lifetime retirement solution in conjunction with TAL in the first half of 2026. HUB24 chief executive Andrew Alcock said the solution will address one of the most pressing concerns for Australians - the risk of outliving their retirement ...

MBS Insurance partners with Orbital Life

ANGELIQUE MINAS  |  WEDNESDAY, 12 NOV 2025
Risk insurance specialist MBS Insurance (MBS) has acquired a minority interest in boutique risk advisory firm Orbital Life. The partnership will enhance MBS's capacity to provide professional advice and make quality insurance advice more accessible ...

Advice industry under strain amid crisis of inefficiencies: Elemnta

MATTHEW WAI  |  TUESDAY, 11 NOV 2025
... that are hindering advice accessibility, growth, and profitability. Early data from the Elemnta-Marshan Consulting 2025 Adviser Efficiency Analysis report highlights three key areas where advisers continue to face challenges, including the misconception ...