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Showing 51 - 60 of 4649 results for "FINANCIAL ADVISERS"

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 ...

Yarra hunts for superior returns outside ASX giants

RIDDHIMA TALWANI  |  THURSDAY, 26 MAR 2026
... stocks hold them forever, I generally feel is broken," Hershan said. "Circumstances have changed. Yet, what many financial advisers actually do hasn't changed. When I talk to advisors, the most common thing that I hear is they'll have an ASX ...

Sequoia offloads InterPrac in $50k fire sale

KARREN VERGARA  |  MONDAY, 23 MAR 2026
... to InterPrac, writing down the client list following mass financial adviser resignations. InterPrac had 216 financial advisers in mid-March, dropping from about 312 at the end of 2024, prior to the Shield and First Guardian collapses. The adviser exodus ...

FSC questions SMC's claim on younger members' super switches

RIDDHIMA TALWANI  |  MONDAY, 23 MAR 2026
... that financial advisers' use of superannuation platforms is inherently risky is insulting to professional financial advisers, ignores the benefits that financial advice offers Australian consumers, and is not supported by evidence." Late last year ...

FAAA urges inclusion of advisers on occupational shortage list

ELIZA BAVIN  |  THURSDAY, 19 MAR 2026
... financial advice, which has "plagued our profession since 2019". In the submission, Abood said the number of financial advisers and paraplanners continues to fall well short of demand at a time when Australians are increasingly seeking financial advice ...

ETFs grow in popularity for SMSF investors

JAMIE WILLIAMSON  |  TUESDAY, 17 MAR 2026
Exchange-traded funds (ETFs) are quickly becoming a dominant feature of self-managed super funds, with financial advisers increasingly turning to them for diversification. According to an analysis of SMSFs on the AUSIEX platform, about 44% of advised ...

Treasury proposes advice education standard reforms

KARREN VERGARA  |  TUESDAY, 17 MAR 2026
... mass attrition in the profession following the Financial Services Royal Commission. There were 15,151 active financial advisers at the end of 2025, dropping substantially from the peak of 28,000 prior to the Royal Commission. In the proposed reforms ...

Super tax changes shake HNWs' retirement confidence: Report

JAMIE WILLIAMSON  |  MONDAY, 16 MAR 2026
... Division 296 tax, have left HNWs feeling less confident than they did in 2022. Surveying over 650 HNWs and 354 financial advisers, Generation Life found 71% feel less financially secure, while 69% are less confident they'll be able to retire comfortably. ...

Perpetual CIO jumps to Pinnacle

ELIZABETH FRY  |  THURSDAY, 12 MAR 2026
... investment in FinCap Group to support the launch of a private assets managed accounts platform for Australian financial advisers and their wholesale clients.