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Showing 81 - 90 of 5647 results for "financial adviser"

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 ...

Former MWL Financial adviser banned for six years

ELIZA BAVIN  |  TUESDAY, 10 MAR 2026
ASIC has banned Melbourne-based financial adviser Raluca Terheci from providing financial services, controlling an entity that carries on a financial services business or performing any function involved in the carrying on of a financial services business ...

Former adviser incurs additional charges for dishonest conduct

RIDDHIMA TALWANI  |  FRIDAY, 6 MAR 2026
Former financial adviser Donald James Cuthbertson has been charged with 11 additional counts of dishonest representation. Last year, Cuthbertson was slapped with multiple charges for allegedly making dishonest representations to potential investors ...

Morgan Stanley sheds 2500 global roles

KARREN VERGARA  |  FRIDAY, 6 MAR 2026
Morgan Stanley is shedding 2500 jobs across its global workforce, affecting many in the investment banking, wealth management and investment management divisions. As first reported overnight by the Wall Street Journal, roles from front office to the ...

Research reveals 'alarming spike' in super switching

ELIZA BAVIN  |  FRIDAY, 27 FEB 2026
... Australians' financial wellbeing and to their confidence at retirement - and great advice from a professional financial adviser can make a very positive difference." Schubert said the patterns in the data suggest the effect of other influences. "Alarm ...

Generation Life expands investment menu

RIDDHIMA TALWANI  |  THURSDAY, 26 FEB 2026
Generation Life has expanded its investment menu with five new options across private markets, geared strategies and global small caps. It said the enhancements provides investor access to asset classes traditionally reserved for institutional investors ...