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Showing 41 - 50 of 5750 results for "Financial Adviser"

FAAA pushes to expand NCA to financial advisers

RIDDHIMA TALWANI  |  FRIDAY, 28 AUG 2026
Financial Advice Association Australia (FAAA) said it will advocate strongly to expand the scope of the New Class of Advisers' to all financial advisers, which will currently be limited to only superannuation funds and life insurers. The reforms will ...

FEATURE | Group insurance | Dusk to dawn

KARREN VERGARA  |  FRIDAY, 28 AUG 2026
... that the longer someone is out of work, the less likely they are to return." Zedd Wealth founder and senior financial adviser Zoe Kennedy caters to young accumulators in the Mackay region, providing goals-based advice largely to clients employed in the ...

Centrepoint takes control of QLD advice group

VINNY VUCAGO  |  THURSDAY, 27 AUG 2026
Centrepoint Alliance will acquire a 51% controlling stake in Queensland-based financial advice business SEQ Advice Group Pty Limited (SEQ), with the deal expected to initially contribute about $600,000 in annualised EBITDA. The acquisition forms part ...

Half of Australians lack retirement plan: Vanguard

KARREN VERGARA  |  THURSDAY, 27 AUG 2026
Nearly half of working-age Australians approaching retirement do not have a retirement plan, raising concerns about long-term financial preparedness and confidence, according to Vanguard. The 2026 How Australia Retires report, based on a survey of more ...

Phil Anderson to retire at the upcoming FAAA Congress

MATTHEW WAI  |  WEDNESDAY, 26 AUG 2026
The industry stalwart is closing the curtains on a stellar career in the financial services industry at the conclusion of the upcoming FAAA Congress in Melbourne. FAAA general manager, policy, advocacy and standards Phil Anderson will retire on November ...

Advised clients more satisfied despite heightened costs: Report

MATTHEW WAI  |  TUESDAY, 25 AUG 2026
A new report highlighting the value of financial advisers indicates clients are even more satisfied despite a higher cost of seeking advice. According to Russell Investments' annual Value of an Adviser Report, which surveyed almost 1000 Australians ...

FinCap launches private markets review for advisers

VINNY VUCAGO  |  MONDAY, 24 AUG 2026
FinCap Platform has launched a complimentary private markets portfolio review for financial advisers. The move comes as it expands an education program aimed at helping allocations and respond to growing client demand. The review, led by FinCap head ...

FS Power50 voting opens

VINNY VUCAGO  |  MONDAY, 24 AUG 2026
Voting for Australia's most influential financial advisers in the 2026 Financial Standard Power50 is now open, with 122 advisers shortlisted for the annual ranking. The FS Power50 recognises advisers who demonstrate leadership and influence within ...

Second bidder emerges for Equity Trustees

MATTHEW WAI  |  MONDAY, 24 AUG 2026
Following TPG Global's initial bid for Equity Trustees' holding company last week, a local investor has joined with an improved offer. EQT Holdings (ASX: EQT) has received a proposal from BGH Capital to acquire 100% of the outstanding shares in ...

Zurich completes ClearView takeover

VINNY VUCAGO  |  FRIDAY, 21 AUG 2026
... said the two businesses overlapped in the supply of life insurance products, particularly through the retail financial adviser channel, however it noted the merged entity would continue to face competition from providers including TAL, AIA, MLC Life ...