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Showing 501 - 510 of 9975 results for "advisers"

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 ...

ASIC considers 'cooling off period' for super switching

ELIZA BAVIN  |  THURSDAY, 6 NOV 2025
... money to an entirely different space and very quickly. And remember, that often involves lead generators and financial advisers." Longo said while there are no silver bullets, the regulator is considering options to slow the process of super switching ...

Paradice lists mid cap strategy as ETF

ANGELIQUE MINAS  |  WEDNESDAY, 5 NOV 2025
... Management managing director David Paradice said that mid caps are starting to generate strong demand from financial advisers, and actively managed ETFs are growing in popularity across Australia. As of mid-2025 actively managed ETFs made up 37% of all ...

Feature: Retirement | The right mix

LACHLAN COLQUHOUN  |  WEDNESDAY, 5 NOV 2025
... like us, technology providers who are increasingly producing solutions that bring the cost of delivering advice down for advisers because we drive efficiency in their back office." More clients seen means the cost of advice comes down, and technology ...

Outsourcing will 'supercharge' value of advice: Netwealth

MATTHEW WAI  |  TUESDAY, 4 NOV 2025
... and 39%). However, speaking to Financial Standard recently, Akambo managing director Joe Akiki observed that Australian advisers exhibit the attitude of 'doing everything themselves', which he said is inefficient and those that are successful ...