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Showing 51 - 60 of 5643 results for "Financial Adviser"

FEATURE: Private equity | Time to deploy

ELIZA BAVIN | TUESDAY, 14 APR 2026

Private markets have experienced significant growth in recent years, and investors are showing no signs of slowing down. Global private equity (PE) investment rose from US$1.8 trillion in 2024 to US$2.1 trillion in 2025, despite a decline in deal volume ...

Spheria launches active ETF for small caps fund

MATTHEW WAI | TUESDAY, 14 APR 2026

Spheria Asset Management's Spheria Australian Smaller Companies Fund - Active ETF (ASX: SPHX) will be available on the ASX tomorrow, launching amid strong momentum shown across the broader ETF market despite volatility from the Middle East. Spheria ...

Aussies remain 'positive' about retirement: Challenger

MATTHEW WAI | MONDAY, 13 APR 2026

... would be happier in retirement with greater financial education, with 39% wanting paid education provided by a financial adviser to building financial knowledge and boosting retirement happiness. Challenger chief executive, customer Mandy Mannix said ...

ASIC bans former adviser Rhys Reilly for 10 years

KARREN VERGARA | MONDAY, 13 APR 2026

Former financial adviser Rhys Reilly has been banned from working in financial services for 10 years for "serious misconduct" in which he flogged the First Guardian Master Fund in return for conflicted remuneration. ASIC's investigation into Reilly ...

SMSF Adviser Network shuts its doors, 85 advisers vanish from FAR

MATTHEW WAI | FRIDAY, 10 APR 2026

... Network (SAN) has closed its doors and subsequently seen its entire fleet of 85 advisers delisted from ASIC's financial adviser register (FAR). SAN's representatives were predominantly accountants who operated under a limited licence to provide ...

Former Venture Egg adviser permanently banned

JAMIE WILLIAMSON | THURSDAY, 9 APR 2026

A financial adviser who allowed others to provide Statements of Advice (SOAs) in his name and was actively involved in the dodgy referral processes that led to significant client losses due to the Shield and First Guardian collapses is now banned. Aristotle ...

Super Consumers Australia raises concerns over Treasury reforms

RIDDHIMA TALWANI | THURSDAY, 9 APR 2026

Super Consumers Australia has called for the government to focus on reforms that will actually protect people, warning against ineffective measures and those that will harm victims. It raised concerns over the proposal to remove the 'but for test' from ...

ASIC bans another MWL adviser

RIDDHIMA TALWANI | WEDNESDAY, 8 APR 2026

ASIC has banned another MWL financial adviser David Lofthouse for three years for advising clients to invest at least 75% of their superannuation savings into the High Growth or Growth class of the Shield Master Fund. ASIC said Lofthouse gave six clients ...

Minchin Moore, Edney Ryan Wealth Management merge

MATTHEW WAI | TUESDAY, 7 APR 2026

... into a key agricultural and regional hub," Gilmour said. As part of the merger, Lighthouse Capital Southwest financial adviser Travis Edwards joins Integro as partner and private wealth adviser after nine years at the business. He has over 17 years of ...

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

MATTHEW WAI | TUESDAY, 7 APR 2026

The pass rate has surpassed 70% for the first time in a year. In the March exam cycle, 292 sat the exam and 209, or 71.6%, passed the exam. Some 227 (77.7%) sat the exam for the first time. Unsuccessful candidates will receive general feedback on areas ...

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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Christian Mueller-Glissmann

Head of Asset Allocation Research

Goldman Sachs

When geopolitics becomes a portfolio risk

Geopolitics is back - again - and Australian investors can no longer treat it as distant background noise.

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Does association membership still matter?

With all the changes the advice sector has experienced in recent years, such as regulatory reform and increased education and professional standards ...

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