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Showing 491 - 500 of 9969 results for "advisers"

HUB24, TAL to launch retirement income product

KARREN VERGARA  |  WEDNESDAY, 12 NOV 2025
... role in helping more Australians achieve confidence in their retirement. We are excited to be working with HUB24 and the advisers using their platform to provide clear and accessible retirement options for their clients." At the end of June, APRA data ...

MBS Insurance partners with Orbital Life

ANGELIQUE MINAS  |  WEDNESDAY, 12 NOV 2025
... ambitious plans to double in size over the next few years by increasing its capacity through recruiting and developing advisers and driving operational and cost efficiencies. It will also join MBS Advice License. Burden said: "We have grown by bringing ...

Advice industry under strain amid crisis of inefficiencies: Elemnta

MATTHEW WAI  |  TUESDAY, 11 NOV 2025
Financial advisers are struggling with inefficiencies in data and implementations that are hindering advice accessibility, growth, and profitability. Early data from the Elemnta-Marshan Consulting 2025 Adviser Efficiency Analysis report highlights three ...

Milford launches two products in response to adviser demand

MATTHEW WAI  |  MONDAY, 10 NOV 2025
... officer and executive director Wayne Gentle said investors want to avoid "surprises" in the asset class. "We believe advisers will be receptive to an actively managed differentiated fixed income fund that targets alpha generation in a liquid and transparent ...

Ascalon Capital acquires Evergreen Consultants

ANGELIQUE MINAS  |  MONDAY, 10 NOV 2025
... relevant and deliver enduring value." "Our model brings together institutional discipline and practical support, giving advisers confidence their portfolios and practices are positioned for long-term success. Welcoming Angela and her team also reflects ...

ASIC cracks down on adviser CPD failures

ELIZA BAVIN  |  FRIDAY, 7 NOV 2025
Five financial advisers have been brought before the Financial Services and Credit Panel (FSCP) for failing to comply with their continuing professional development (CPD) requirements, ASIC said. The financial regulator convened multiple sitting panels ...

Advisers favour non-traditional equity exposures: Fidante

ANGELIQUE MINAS  |  THURSDAY, 6 NOV 2025
Fidante released its Adviser Markets Survey, which revealed that more advisers are favouring non-traditional equity exposures to boost portfolio returns. Findings showed an improvement in market confidence since the beginning of the year. Positive sentiment ...

Majority of SMSF establishments based on bad advice: ASIC

KARREN VERGARA  |  THURSDAY, 6 NOV 2025
... relating to recommendations to set up an SMSF. Only 38 files demonstrated compliance with the longstanding obligation for advisers to act in clients' best interests. For clients that were given improper advice, ASIC concluded that advisers were not basing ...

Metrics supports efforts to raise standards in private credit

RIDDHIMA TALWANI  |  THURSDAY, 6 NOV 2025
... market grows," Challenger chief executive Victor Rodriguez said. A VanEck survey in September 2025 of over 500 financial advisers found that 40% do not allocate client funds to private markets at all, and a further 27.4% only do so opportunistically. ...

Majority reject crypto investments in super fund: Swyftx

MATTHEW WAI  |  THURSDAY, 6 NOV 2025
... around fraud (31%)," the report said. "We expect this trend to continue until digital assets are legislated and financial advisers are able to support their clients on the asset class." Despite this, there remains a conviction among Australians that ...