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Showing 641 - 650 of 13305 results for "adviser"

WT Financial's Investco makes acquisition

ELIZA BAVIN  |  THURSDAY, 7 AUG 2025
The joint venture between WT Financial (WTL) and Merchant Wealth - Investco - has announced a fresh acquisition and the establishment of its second "Hubco". Titan Advice Group (TAG) - which was formed as the first Hubco in April - has announced the ...

FAAA expands specialist education programs

MATTHEW WAI  |  THURSDAY, 7 AUG 2025
The Financial Advice Association Australia (FAAA) is looking to expand its Approved Specialisations Program, urging eligible education providers to sign up. The program has historically included specialisations in aged care, life risk and the Fellow ...

SQM sheds light on Shield Master Fund, First Guardian ratings

MATTHEW WAI  |  WEDNESDAY, 6 AUG 2025
... significant period of time and that questions remain." Christopher added that the research house has continued to contact its adviser and platform clients and will remain supportive of all stakeholders during this period.

Treasury launches consultation on CSLR breaching sub-sector levy caps

KARREN VERGARA  |  FRIDAY, 1 AUG 2025
... will inform consideration of the CSLR operator's notification of a revised costs estimate that exceeds the financial adviser sub-sector cap. They will also inform Treasury's consideration of matters within the terms of reference of the post-implementation ...

Overcoming the three-body problem in advice

JAMIE WILLIAMSON  |  FRIDAY, 1 AUG 2025
Financial advisers have heard how an active, factor-based approach can help eliminate the three-body problem in financial advice. In 1867, Sir Isaac Newton identified the three-body problem. Relating to the laws of gravity, he found that it's impossible ...

Orbis Investments recruits top marketing executive

MICHELLE BALTAZAR  |  THURSDAY, 31 JUL 2025
... marketing director at Capital Group for more than seven years, responsible for the marketing function and brand across adviser, wholesale, and institutional channels for Australia. She has also held senior marketing roles with SuperConcepts, AMP and ...

ASIC calls out trustees 'passing the buck' on super switching

KARREN VERGARA  |  THURSDAY, 31 JUL 2025
... including from inappropriate advice fee charges," he said. "You can't pass the buck by saying 'Well, there's an adviser in the picture, so as trustees we have a diminished role.' "Similarly, if you are a licensee who has engaged the service ...

HUB24 recruits Vanguard sales manager

MATTHEW WAI  |  THURSDAY, 31 JUL 2025
... brings nearly three decades of experience across financial services, most recently as national sales manager, financial adviser services at Vanguard Australia for over two years. Previously, he served as head of business development at Aware Super from ...

Adviser banned for PRP supervision failures

MATTHEW WAI  |  THURSDAY, 31 JUL 2025
A financial adviser that did not properly supervise a provisional relevant provider (PRP) is now banned from the industry for five years. Ian Wailes Potter of Superannuation Advice Australia has been banned from providing any financial services, controlling ...

Former fund investment chief joins JANA

MICHELLE BALTAZAR  |  THURSDAY, 31 JUL 2025
Leading asset consultant JANA boosts its not-for-profit (NFP) consulting ranks with its recent hire. Linda Trusler joined JANA Investment Advisers as senior consultant this month, focusing on the institutional client base of the group in the NFP sector. ...