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Showing 71 - 80 of 9886 results for "Advisers"

AUSIEX launches cash account for advisers

RIDDHIMA TALWANI  |  TUESDAY, 7 JUL 2026
AUSIEX has launched a cash account to help financial advisers manage client cash seamlessly alongside trading accounts. The account is designed to simplify and streamline cash management, accelerate funding and settlement, improve visibility and control ...

June adviser exam registers 72% pass rate

KARREN VERGARA  |  MONDAY, 6 JUL 2026
... analysis by Padua WealthData highlighted the adviser numbers dropping below 15,000, as seven licensees have reduced to zero advisers. In the new financial year, the adviser population dipped below 15,000, as seven licensees reduced to zero advisers. ...

Natixis IM appoints head of wholesale distribution

VINNY VUCAGO  |  MONDAY, 6 JUL 2026
... to Australia and New Zealand head Danny King. The appointment comes as Natixis IM seeks to deepen relationships with advisers and intermediaries while broadening access to investment strategies managed by its network of affiliated global investment managers. ...

ASIC ceases a further 26 authorisations after review

MATTHEW WAI  |  FRIDAY, 3 JUL 2026
ASIC has completed the review on the Financial Advisers Register (FAR) relating to compliance with the qualifications standard that took effect on 1 January 2026, as adviser numbers plummeted below 15,000 entering the new financial year. The review ...

Financial services CSLR Levy hits $198m

MATTHEW WAI  |  THURSDAY, 2 JUL 2026
... don't see a repeat of a similar type of collapse." He is now urging the government to cap the total CSLR levy so that advisers pay no more than $20 million until adviser numbers are sustained to ensure no Australians are missing out on the advice ...

Centrepoint completes $3m client book acquisition

VINNY VUCAGO  |  THURSDAY, 2 JUL 2026
Centrepoint Alliance has completed the acquisition of the client books and employed advisers from Cairns Wealth and Pinnacle Wealth further expanding its salaried financial advice business. The ASX-listed advice group confirmed final settlement of the ...

Bell Potter launches private wealth platform

KARREN VERGARA  |  WEDNESDAY, 1 JUL 2026
... she said. "We created Bell Potter Private Wealth to centralise this capability, making it easier for clients and their advisers to understand holistic portfolio performance, manage administration and access broader opportunities across markets. This ...

Esencia seals third merger

VINNY VUCAGO  |  WEDNESDAY, 1 JUL 2026
... strategy, merging with New South Wales-based Cove Financial Group in a deal that brings around 650 clients and four financial advisers into the business. The Shellharbour-based advice firm is Esencia Wealth's third merger this year as it continues its ...

Stablecoins a key to instant access to global credit markets

MATTHEW WAI  |  TUESDAY, 30 JUN 2026
... increased regulation scrutiny on the sector will provide better confidence in consumers, while the draft legislation to allow advisers, institutions, and retail investors to participate will further pledge that confidence. "That clarity tends to accelerate ...

ASIC calls out platform trustees: 'Clear breach of trust'

RIDDHIMA TALWANI  |  MONDAY, 29 JUN 2026
... thresholds for risk-based checks, incorporate questions and processes to identify unusual activity, maintain a watchlist of advisers and advice licensees of concern and monitor advice fees for patterns or irregularities, including those designed to bypass ...