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Showing 81 - 90 of 9789 results for "advisers"

Addressing modern slavery risks more critical than ever: RIAA

KARREN VERGARA  |  THURSDAY, 23 APR 2026
... and take reasonable action on such risks. Ahead of the annual conference in Melbourne next month, Ethical Investment Advisers financial adviser Karen Macleod says it is important for the investment community to be aware of and address modern-day slavery ...

Australian Unity adds Betashares ETFs to bond offerings

RIDDHIMA TALWANI  |  THURSDAY, 23 APR 2026
... reflects the growing role they play in portfolio construction. He added an increasing number of investors and financial advisers use ETFs as building blocks for portfolios across a range of investment objectives and risk profiles. "Betashares' flagship ...

ASIC bans another former MWL adviser

ELIZA BAVIN  |  THURSDAY, 23 APR 2026
... Services licence, banned one of MWL's directors and its responsible manager. Morgan is one of several former MWL financial advisers who have been banned by ASIC in regard to advice provided in relation to Shield. ASIC has also commenced proceedings against ...

APAC investments chief for Morningstar IM resigns

KARREN VERGARA  |  WEDNESDAY, 22 APR 2026
... oversees the distribution strategy for its managed portfolios across licensees, platforms, advice practices and financial advisers. Abraham works alongside the account managers and business development team to support advisers and investors.

arcpoint OCIO wins three mandates

KARREN VERGARA  |  WEDNESDAY, 22 APR 2026
... investment philosophy and build a managed account architecture around it. The portfolios provide a disciplined core, while advisers retain the flexibility to incorporate satellite exposures where appropriate. It's not an off-the-shelf solution - ...

Praemium progresses automation, finalises local job cuts

KARREN VERGARA  |  WEDNESDAY, 22 APR 2026
... harness the power of technology to improve business performance and provide better service and solutions to financial advisers. The integration work with Technotia has positioned Praemium to be a fintech leader in wealth management." Across the business ...

Treasury's proposal adds flexibility for new advisers: FAAA

MATTHEW WAI  |  WEDNESDAY, 22 APR 2026
The Financial Advice Association Australia (FAAA) supports Treasury's proposed education reforms for financial advisers, noting they will provide significant flexibility for new entrants without reducing the rigour of the current settings. With ...

Advisers reprimanded over fee-for-no-service conduct

MATTHEW WAI  |  WEDNESDAY, 22 APR 2026
The Financial Services and Credit Panel (FSCP) has issued three determinations in the month of April, including a reprimand to a financial adviser who continued to collect fees from a client for over a year after the service agreement ended. The adviser ...

HUB24 sees $4bn net inflows, advances HTFS takeover

ELIZA BAVIN  |  TUESDAY, 21 APR 2026
... institutional client in March," HUB24 said. During the quarter, 37 new licensee agreements were signed and the total number of advisers using the platform increased by 272 to 5549, up 11% on pcp. "In the context of market volatility, the business remains ...

Baby boomers look to switch benefactors' advisers: Natixis

RIDDHIMA TALWANI  |  MONDAY, 20 APR 2026
... baby boomers, Australians aged between 62 to 80, are expected to cause the most disruption as 75% said they would switch advisers upon inheritance. The survey interviewed 2700 financial professionals and 7000 individual investors globally, including ...