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Showing 61 - 70 of 5750 results for "Financial Adviser"

HNW investors turn to AI but remain loyal to advisers

VINNY VUCAGO  |  WEDNESDAY, 12 AUG 2026
... turning to artificial intelligence (AI) to manage their finances, but most remain reluctant to replace their financial adviser with the technology, new research from Praemium and CoreData has found. Around 80% of HNW investors who work with an adviser ...

Super funds should not be asked to fund the CSLR: ASFA

MATTHEW WAI  |  TUESDAY, 11 AUG 2026
The Association of Superannuation Funds of Australia (ASFA) said Australia's Compensation Scheme of Last Resort (CSLR) is the only scheme of its kind worldwide funded from the retirement savings of people who cannot claim from it, and that needs to ...

ASIC ramps up enforcement action

VINNY VUCAGO  |  MONDAY, 10 AUG 2026
... involving the dishonest transfer of almost $90,000 from former clients. ASIC also permanently banned former financial adviser Barry King after finding he had misappropriated client funds and provided false documents. The regulator disqualified former ...

BlackRock urgers broader diversification

VINNY VUCAGO  |  WEDNESDAY, 5 AUG 2026
BlackRock is urging financial advisers to move beyond traditional approaches to diversification, arguing heightened geopolitical uncertainty, artificial intelligence (AI) and structural economic shifts require more dynamic portfolio construction. Speaking ...

FAAA calls for rethink on trust tax overhaul

VINNY VUCAGO  |  TUESDAY, 4 AUG 2026
The Financial Advice Association (FAAA) has urged the federal government to reconsider its proposed minimum tax on discretionary trusts, warning the reforms could impose significant costs on small businesses, financial advisers and lower income Australians ...

Platforms are not solution providers: AZ NGA

MATTHEW WAI  |  FRIDAY, 31 JUL 2026
... group chief executive Paul Barrett warned platforms should stay in their lane rather than overstep to improve financial adviser productivity, reiterating that it is the advice business' responsibility to do so. Speaking at the Financial Services ...

FSC calls for tougher oversight of advice licensees

VINNY VUCAGO  |  THURSDAY, 30 JUL 2026
... duties to consumers," he said. The FSC also recommended modernising ASIC's register infrastructure, including the Financial Adviser Register, improving the use of existing licensing and enforcement powers, and strengthening oversight of professional ...

InvestStream, MUFG partner to enhance digital advice in super

MATTHEW WAI  |  WEDNESDAY, 29 JUL 2026
InvestStream is aiming to lead the delivery and expansion of personalised digital advice across super funds in a new partnership with MUFG Retirement Solutions. The strategic partnership aims to simplify the member engagement experience by combining ...

Padua expands advice portal with AUSIEX partnership

VINNY VUCAGO  |  TUESDAY, 28 JUL 2026
Padua Solutions has expanded its Padua Advice Portal, naming AUSIEX as its exclusive broking partner as the advice technology provider looks to streamline advice generation, implementation and compliance for financial advisers. The partnership integrates ...

AMP appoints employer partnership lead

VINNY VUCAGO  |  FRIDAY, 24 JUL 2026
AMP has created a new executive role overseeing its employer and adviser partnerships as it seeks to deepen engagement with two of the key channels shaping Australians' retirement outcomes. The wealth manager has appointed Richard Millington as ...