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| | | ... one of the top five largest adviser AFSLs in the country. In the latest Rainmaker Adviser Report, the largest financial adviser AFSLs groups are RI Advice Group, Morgans Financial Limited, Akumin Financial Planning, Alliance Wealth and Picture Wealth. ... |
| | | | ... conducting manager research and advising institutional clients on private infrastructure. He also worked as a financial adviser at KRA Wealth Management and interned at M&A Partners. In his new role, he will be based in Melbourne and report to head of ... |
| | | | ... the funding, acquisition and development of property in Sydney's west, ASIC said. Mr Agrawal was previously a financial adviser under Akumin Financial Planning and was active from April 2010 to November 2020. Between 30 June and 4 August 2023, 16 Mansa ... |
| | | | A diversified approach for a changing tax landscape The retirement savings confidence gap between 'advised' and 'unadvised' Australians is set to widen following the Federal Budget handed down in May. The Budget announcement introduced ... |
| | | | A former APRA deputy chair has launched CipherIQ, a new venture that provides retirement solutions via account-based pensions in partnership with superannuation funds, financial advisers and retirees. Ian Laughlin, serving as chair, works alongside ... |
| | | | Australia's major accounting bodies have urged Treasury to reconsider proposals that would shift Compensation Scheme of Last Resort (CSLR) funding costs onto self-managed superannuation funds (SMSFs), warning the move would unfairly penalise investors ... |
| | | | ... years, including responsible manager from July 2017, authorised representative from December 2020 to April 2025, financial adviser from December 2020 to December 2021, and consultant between July 2022 and October 2023. The banning order marks the latest ... |
| | | | Betashares has expanded its fixed income offering with the launch of the Bloomberg AusBond Composite ETF (ASX: COMP), with a management fee of 0.07% per annum. The fund aims to track the Bloomberg AusBond Composite 0+ Yr Index, often referenced by superannuation ... |
| | | | ... its restricted self-managed superannuation fund (SMSF)/limited-advice service, losing some 26 advisers on the Financial Adviser Register (FAR), latest data shows. Padua WealthData's weekly adviser update shows that Count now has 527 advisers - from ... |
| | | | The Australian Financial Complaints Authority (AFCA) addressed a crowd of financial advisers at the MDS Self Licensing Summit 2026, busting the myth the ombudsman is always targeting them. Speaking at a discussion panel at last Thursday, AFCA senior ... |
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