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Showing 471 - 480 of 9814 results for "Advisers"

InterPrac hit with $22m in AFCA complaints

KARREN VERGARA  |  FRIDAY, 8 AUG 2025
... offers both choice and member protections." To assist clients during this period, InterPrac has established a team of advisers and support staff to work with clients previously serviced by Venture Egg and Rhys Reilly, who is the managing director of ...

Legal costs weigh on AMP profits

JAMIE WILLIAMSON  |  THURSDAY, 7 AUG 2025
... George said. "Our cashflow trends are particularly encouraging, reflecting greater North flows from existing and new advisers, and improvements in flows for the S&I business. These positive cashflows, together with favourable market movements, have driven ...

WT Financial's Investco makes acquisition

ELIZA BAVIN  |  THURSDAY, 7 AUG 2025
... Financial principal Richard Rushby will remain with the business, continuing to advise clients, drive growth and mentor new advisers. WT Financial provided advisory and due diligence services to TAG, which said it is targeting more acquisitions. In addition ...

FAAA expands specialist education programs

MATTHEW WAI  |  THURSDAY, 7 AUG 2025
... more. FAAA general manager of education Anne Palmer said the expanded program responds to the heightened demand to from advisers for education in specific advice areas. "By expanding the Specialisations Program, we are helping advisers distinguish themselves ...

SQM sheds light on Shield Master Fund, First Guardian ratings

MATTHEW WAI  |  WEDNESDAY, 6 AUG 2025
... investor funds," Christopher continued. "It appears that these matters may not have been fully disclosed to ASIC, investors, advisers, platforms, or SQM Research. We understand that ASIC has been investigating these matters for a significant period of ...

Treasury launches consultation on CSLR breaching sub-sector levy caps

KARREN VERGARA  |  FRIDAY, 1 AUG 2025
... sector, the estimate is larger than the $20 million levy cap. In January, the CSLR announced it estimates that financial advisers will have to fork out $70 million to fund the scheme for FY26 - breaching the $20 million cap. Shortly after, former assistant ...

Overcoming the three-body problem in advice

JAMIE WILLIAMSON  |  FRIDAY, 1 AUG 2025
Financial advisers have heard how an active, factor-based approach can help eliminate the three-body problem in financial advice. In 1867, Sir Isaac Newton identified the three-body problem. Relating to the laws of gravity, he found that it's impossible ...

ASIC calls out trustees 'passing the buck' on super switching

KARREN VERGARA  |  THURSDAY, 31 JUL 2025
ASIC fired a stern warning to superannuation funds about "passing the buck" to financial advisers and shedding responsibility for overlooking dodgy investment options as the fallout from the Shield Master Fund and First Guardian Master Fund mounts to ...

HUB24 recruits Vanguard sales manager

MATTHEW WAI  |  THURSDAY, 31 JUL 2025
... HUB24 and look forward to contributing to the next phase of growth and continuing to deliver exceptional outcomes for advisers and licensees." The platform is currently on track to overtake Insignia Financial as one of the largest platform operators ...

Former fund investment chief joins JANA

MICHELLE BALTAZAR  |  THURSDAY, 31 JUL 2025
... consultant JANA boosts its not-for-profit (NFP) consulting ranks with its recent hire. Linda Trusler joined JANA Investment Advisers as senior consultant this month, focusing on the institutional client base of the group in the NFP sector. In this role ...