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Showing 71 - 80 of 5642 results for "Financial adviser"

Sequoia offloads InterPrac in $50k fire sale

KARREN VERGARA | MONDAY, 23 MAR 2026

... slashed $4.7 million in intangible assets relating 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 ...

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

RIDDHIMA TALWANI | MONDAY, 23 MAR 2026

... correct to infer that a superannuation consumer who has switched out of a default fund on the recommendation of a financial adviser has necessarily been subject to predatory lead generation or poor advice, and the default funds making that claim do not ...

FAAA urges inclusion of advisers on occupational shortage list

ELIZA BAVIN | THURSDAY, 19 MAR 2026

... reflected in job vacancies as some may be sole traders/SMEs who shut their doors or sell their business to another financial adviser or firm - rather than their exit a job creating an open position for someone else to fill," she said. "The combined loss ...

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

... requirements are "excessive compared to other professions". The new consultation proposes the pathway to becoming a financial adviser require possessing any bachelor's degree or higher, completing four financial concept subjects and four accredited ...

Super tax changes shake HNWs' retirement confidence: Report

JAMIE WILLIAMSON | MONDAY, 16 MAR 2026

... them apparently did it because of the proposed tax changes, and about the same number did so after consulting a financial adviser. That said, about 65% of HNWs who were familiar with the Division 296 tax said they supported it and just 9% said it reduced ...

Perpetual CIO jumps to Pinnacle

ELIZABETH FRY | THURSDAY, 12 MAR 2026

Perpetual's outgoing chief investment officer is set to join Pinnacle Investment Management, which is launching a new managed accounts offering for clients. Kyle Lidbury will join as the chief investment officer of a newly created affiliate. Pinnacle ...

Tahlia Rozis heads to Generation Life

ELIZABETH FRY | THURSDAY, 12 MAR 2026

Tahlia Rozis, who joined Federation Asset Management in November as distribution manager, has left the firm after three months to take up a new role at Generation Life. Generation Life has appointed Rozis as distribution manager. She joins Brendon Rodda's ...

Australians like AI, reluctant to trust it on financial decisions: Survey

RIDDHIMA TALWANI | WEDNESDAY, 11 MAR 2026

... can support better outcomes, but it works best when it complements the expertise and oversight of a qualified financial adviser. While 42% of Australians are comfortable using AI for everyday activities such as budgeting, product comparisons or tracking ...

Brisbane financial adviser appears in court on dishonesty charges

RIDDHIMA TALWANI | TUESDAY, 10 MAR 2026

Brisbane financial adviser Sunny Mahendra Prakash appeared in the city's Magistrates Court on March 6 to face multiple charges of dishonesty offences. Prakash is a director of Principal Financial Services, Self-Managed Super, Provest Enterprises, and ...

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BT appoints new head of strategy

KARREN VERGARA

A former Allianz Retire+ executive has joined BT as the new head of strategy.

ASX sees trade volumes soar in May

MATTHEW WAI

ASX saw a substantial growth in trade volumes last month, despite continued lackluster movement in IPOs.

Otivo launches AI-powered financial advice

MATTHEW WAI

Otivo has launched a mobile app for Australians to access licensed advice powered by AI.

Munro expands access to climate focused fund

VINNY VUCAGO

The Munro Global Growth Climate Leaders PIE Fund has been opened to retail investors in New Zealand.

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