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Showing 81 - 90 of 9814 results for "Advisers"

Investors the biggest losers in 2026 Budget

KARREN VERGARA  |  WEDNESDAY, 13 MAY 2026
... "Tax changes should not make that pathway harder," Waterhouse added. Experts in financial services, such as financial advisers and accountants, will have their work cut out, scrambling to help clients get their affairs in order prior to several changes ...

Rest faces scrutiny over alleged super reporting error

VINNY VUCAGO  |  TUESDAY, 12 MAY 2026
... who was never a member of the fund. The issue was raised publicly by financial planner Matt Marsh of PlanPlus Wealth Advisers, who said the alleged misreporting could have significant tax consequences for his client, including the risk of breaching contribution ...

Product showcase: A guaranteed future

THE FINANCIAL STANDARD TEAM  |  MONDAY, 11 MAY 2026
... risk to retirement may not be markets, but strategies that haven't kept pace with today's needs. For financial advisers who want to stay at the leading edge, Allianz Retire+ offers a compelling solution. Retirement income products and annuities ...

Mulino, Hogan headline 2026 SIAA Conference

KARREN VERGARA  |  MONDAY, 11 MAY 2026
The Stockbrokers and Investment Advisers Association (SIAA) Conference will soon unveil several, new key initiatives and research, while the minister for financial services and his counterpart will provide updates on critical reforms at the annual conference. ...

Advice industry can't afford CSLR to be an 'unsustainable mess': FAAA

MATTHEW WAI  |  FRIDAY, 8 MAY 2026
... Compensation Scheme of Last Resort (CSLR) levy will increase the cost of financial advice and may see a significant departure of advisers from the industry. The findings show nine out of 10 advisers expect the levy to increase the cost of financial advice ...

HUB24 hires head of retail distribution

VINNY VUCAGO  |  FRIDAY, 8 MAY 2026
... of platform growth Matt Willis said the appointment would support the firm's focus on strengthening relationships with advisers and improving client outcomes. The move comes as platform providers increasingly compete on service quality and adviser support ...

Iress inks partnership to embed AI across platforms

RIDDHIMA TALWANI  |  THURSDAY, 7 MAY 2026
... flexibility needed to support complex advice. Iress will implement the changes, starting with Xplan, its software offering for advisers to manage client operations. "It strengthens our ability to deliver better outcomes for clients, while driving faster ...

JANA hires general manager, wealth

JAMIE WILLIAMSON  |  THURSDAY, 7 MAY 2026
The asset consultant picked BT's former managed accounts lead to head up its wealth division. JANA Investment Advisers has appointed Zac Leman to the newly created position of general manager, wealth. Leman was most recently head of managed accounts ...

Adviser-client relationships eroded by AI: Research

MATTHEW WAI  |  WEDNESDAY, 6 MAY 2026
While there are elements of artificial intelligence (AI) that boost operational efficiency for financial advisers, a new study finds they are not fond of the idea of their clients seeking a second opinion through the technology, as it can be "insulting ...

Vision Super to close Diversified Bonds option

KARREN VERGARA  |  WEDNESDAY, 6 MAY 2026
... November 2023 as part of the real assets research team. He was also at Industry Superannuation Property Trust and Frontier Advisers.