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Showing 81 - 90 of 13463 results for "Adviser"

GQG outflows worsen, ousted from ASX200

MATTHEW WAI  |  FRIDAY, 11 SEP 2026
GQG Partners' continued slump in performance continues as net outflows for funds under management (FUM) stood at US$4.3 billion in August alone, and worse, the firm has been bumped out of the ASX200 index. Investment performance during the month ...

Tribunal affirms InterPrac, FSGA adviser bans

MATTHEW WAI  |  FRIDAY, 11 SEP 2026
The Administrative Review Tribunal has affirmed ASIC's decisions to ban two former financial advisers from InterPrac Financial Planning and Financial Services Group Australia (FSGA) who were involved in the Shield and First Guardian master funds ...

Trust emerges as key drivers of super fund loyalty

VINNY VUCAGO  |  FRIDAY, 11 SEP 2026
... unchanged since 2024. Members considering a switch were younger on average and more likely to work full-time, use a financial adviser or hold an SMSF. The leading reasons for switching included wanting greater control, dissatisfaction with fees and dealings ...

New law tightens foreign resident CGT rules on Australian property assets

KARREN VERGARA  |  FRIDAY, 11 SEP 2026
... Australian real property have passed both houses of parliament. Treasury Laws Amendment (Strengthening Accountability for Tax Adviser Misconduct and other Measures) Bill 2026 covers numerous new reforms that included strengthening the integrity of the ...

Netwealth recruits AI expert to boost in-house advice tech

RIDDHIMA TALWANI  |  THURSDAY, 10 SEP 2026
... capabilities, and working with advisers, industry and regulators to ensure evolving technology helps to safely unlock adviser capacity and meet demand for advice," Giorgio said. Giorgio and his team will also be focused on making automation tools available ...

'Easy peasy, done': Senate rips Equity Trustees' checklist governance

RIDDHIMA TALWANI  |  THURSDAY, 10 SEP 2026
A Senate committee tore into Equity Trustees' governance at a hearing today, with one senator calling its approach to onboarding Shield and First Guardian a "checklist model", a characterisation the trustee rejected. The committee revealed Equity ...

ASIC zeroes in on recurring compliance breaches

VINNY VUCAGO  |  THURSDAY, 10 SEP 2026
ASIC has warned financial advice licensees to address lapses in reference checking, professional indemnity insurance and superannuation advice practices in an update released this week. The regulator has recently released new guidance for professional ...

Iress retains tech mandate with Capital Haus

RIDDHIMA TALWANI  |  THURSDAY, 10 SEP 2026
Private wealth management firm Capital Haus has extended its technology mandate with Iress. Iress noted its core advice technology platform, Xplan, has supported Capital Haus throughout its evolution from a small independent financial advice practice ...

Acclaim Wealth appoints head of distribution

RIDDHIMA TALWANI  |  WEDNESDAY, 9 SEP 2026
... Acclaim Wealth has appointed Tony Smith as head of distribution. Smith will lead Acclaim's distribution strategy, adviser engagement initiatives and business development activities nationally, with a focus on supporting existing adviser relationships ...

Infocus continues leadership expansion with new appointment

MATTHEW WAI  |  TUESDAY, 8 SEP 2026
... he will lead Infocus' practice development management team to drive a more deliberate, structured approach to help its adviser community pursue growth opportunities, strengthen business performance and execute their strategic objectives, the firm said. ...