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Showing 81 - 90 of 5778 results for "Financial adviser"

Mulino unveils sweeping reforms to cold calling, MISs

KARREN VERGARA  |  WEDNESDAY, 19 AUG 2026
... generation activity into providing personal advice. This means unsolicited contact may be "cleansed" when a financial adviser engages with a consumer who was hawked by a third party, such as a lead generator. This was the bedrock in which AusCompare ...

Global investment manager bids for Equity Trustees

MATTHEW WAI  |  TUESDAY, 18 AUG 2026
... its advisers, will evaluate the proposal and will update shareholders in due course. UBS has been appointed as financial adviser and Herbert Smith Freehills Kramer as legal adviser by EQT. Notably, Equity Trustees recently withdrew from providing super ...

Viridian launches national broking business

VINNY VUCAGO  |  TUESDAY, 18 AUG 2026
Viridian Financial Group has launched Viridian Lending, bringing the mortgage broking operations under a single national brand as the group seeks to strengthen links between brokers and financial advisers. The launch completes the integration of the ...

New investment governance provider for AFSL launches

MATTHEW WAI  |  TUESDAY, 18 AUG 2026
A new investment governance service provider has opened its doors for small to medium-sized Australia financial services licence (AFSL) holders to enhance and strengthen their governance frameworks. Founded by three former Russell Investments directors ...

Iress bets on AI as business transformation moves forward

KARREN VERGARA  |  MONDAY, 17 AUG 2026
Iress is shifting its focus from business simplification to executing an ambitious artificial intelligence (AI)-driven product strategy that will help financial advisers slash work processes by nearly 40%. Speaking following the release of Iress' first-half ...

Fiducian Group statutory profit falls 28%

MATTHEW WAI  |  MONDAY, 17 AUG 2026
... cultural fit with its existing network. "We believe we may have one of the highest supervisory managements to financial adviser ratios in Australia; while this comes at a cost, we consider it essential to maintaining the quality, consistency and integrity ...

FEATURE: Cryptocurrency, control and confidence

VINNY VUCAGO  |  SATURDAY, 15 AUG 2026
... younger Australians seeking greater control over their retirement savings and investment choices. Fox & Hare financial adviser Callum Newell says housing affordability has fundamentally changed how younger Australians think about building wealth, pushing ...

AI advice boom highlights urgent need for affordable advice: SMC

VINNY VUCAGO  |  THURSDAY, 13 AUG 2026
Australians are increasingly turning to artificial intelligence to understand their superannuation and retirement options, but new research suggests many remain reluctant to rely on AI alone for major financial decisions. Research commissioned by the ...

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 ...