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Showing 41 - 50 of 4647 results for "financial advisers"

Spheria launches active ETF for small caps fund

MATTHEW WAI | TUESDAY, 14 APR 2026

... from the Middle East. Spheria said SPHX is being launched in response to demand from investors, brokers and financial advisers for access to the fund's strategy, which will be available as an unlisted fund, active ETF, and LIC (ASX: SEC). The unlisted ...

ASIC bans former adviser Rhys Reilly for 10 years

KARREN VERGARA | MONDAY, 13 APR 2026

... Venture Egg from October 2021 to July 2023. After leaving Venture Egg, he went on to be authorised by Hejaz Financial Advisers up until February this year. He was found to be actively involved in Venture Egg's high volume advice process, in which ...

Former Venture Egg adviser permanently banned

JAMIE WILLIAMSON | THURSDAY, 9 APR 2026

... Venture Egg from October 2021 to July 2023. After leaving Venture Egg, he went on to be authorised by Hejaz Financial Advisers up until February this year. Prior, Papapavlou was licensed through Dover Financial Advisers until its closure in July 2018 ...

Super Consumers Australia raises concerns over Treasury reforms

RIDDHIMA TALWANI | THURSDAY, 9 APR 2026

... coming weeks and will engage with members on their responses. "In the current system, a declining number of financial advisers are paying the largest share of the CSLR levy despite having nothing to do with the misconduct that gave rise to the need for ...

ASIC bans another MWL adviser

RIDDHIMA TALWANI | WEDNESDAY, 8 APR 2026

... Dedicated Advisory with almost year-long breaks between authorisations. ASIC has banned several former MWL financial advisers for inappropriate advice provided by them in relation to Shield. This includes Isaac McQueen for four years, Matthew Bradley ...

Adviser exam pass rate exceeds 70% for the first time in 12 months

MATTHEW WAI | TUESDAY, 7 APR 2026

... Australia (FAAA) made a submission to the Jobs and Skills Australia (JSA) consultation urging the inclusion of financial advisers on the occupational shortage list. FAAA chief executive Sarah Abood said there is "substantial evidence" of the skills shortage ...

Digital assets framework bill passes, paves the way for consumer confidence

MATTHEW WAI | THURSDAY, 2 APR 2026

... custodians rather than the underlying technology, supporting not only consumers but institutional investors and financial advisers that are keen to participate. "This approach helps ensure that businesses are accountable for their actions, while keeping ...

FEATURE: Estate planning | Best laid plans

ELIZA BAVIN | WEDNESDAY, 1 APR 2026

... find out what was left behind and to whom, but this is not how things are done nowadays - which is why many financial advisers have moved away from the phrase "estate planning" and towards "succession planning", finding it a more fitting descriptor. ...

Count expands national advice footprint with $72m takeover

MATTHEW WAI | WEDNESDAY, 1 APR 2026

... transition period. Established in 1986 and headquartered in Newcastle, NSW, Oracle is currently home to 22 financial advisers and manages approximately $0.8 billion in funds under management (FUM) and $1.8 billion in funds under advice (FUA), taking ...

Channel Capital adds distribution director

ELIZABETH FRY | THURSDAY, 26 MAR 2026

... the evolving alternatives landscape and build long-term relationships. Channel said the appointment comes as financial advisers face increasing pressure to deliver differentiated portfolio solutions, with traditional asset classes under strain to meet ...

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Treasury considers reward system for whistleblowers

RIDDHIMA TALWANI

The government has opened consultation on a review of corporate whistleblowing laws in Australia to ensure they are working to effectively protect whistleblowers.

Raiz names new chief executive

KARREN VERGARA

The chief executive of Raiz Invest stepped down after nearly four years in the post and has been replaced by former Selfwealth chief Craig Keary.

What does a world with 'zero migration' look like?

RIDDHIMA TALWANI

Oxford Economics hypothesised an extreme scenario of "zero migration" globally and found while destination economies would see significant declines in output per capita, origin economies would have modest gains.

Invesco, Trinetra IM strategies to wind up

KARREN VERGARA

After failing to scale, Invesco's True Balance Fund and Trinetra Investment Management's emerging markets strategy are set to wind up.

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