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Showing 81 - 90 of 4647 results for "financial advisers"

CFS to integrate estate planning services for members

ELIZA BAVIN | MONDAY, 16 FEB 2026

... protect what matters most, and plan for the future with confidence." CFS said the partnership also supports financial advisers without an existing estate planning or legal partner and is available to any adviser with CFS clients. Advisers can incorporate ...

AustralianSuper calls for reform in pre-Budget submission

ELIZA BAVIN | MONDAY, 16 FEB 2026

... members to access financial advice, either by providing advice directly, or by facilitating access to third party financial advisers. "The government's DBFO proposals for advice reform are an important step in facilitating access to advice. We encourage ...

Another MWL Financial Services adviser banned

ANGELIQUE MINAS | THURSDAY, 12 FEB 2026

... involved in the carrying on of a financial services business. The ban is one of many being imposed on former MWL financial advisers and is the latest in a series of regulatory interventions following the Shield and First Guardian Master Fund (First Guardian) ...

CBA updates on class actions, governance review

ELIZA BAVIN | WEDNESDAY, 11 FEB 2026

... Limited (FWL) and CMLA. The claim related to certain CMLA life insurance policies recommended to clients by financial advisers. The action alleged CFP and FWL or their financial advisers breached their duties and prioritised their own interests over ...

Aged care advice needs regulatory intervention: Research

ANGELIQUE MINAS | TUESDAY, 10 FEB 2026

... organisation credited this to gaps in financial advice regulation, including the growing number of unlicensed financial advisers, exposing older Australians to serious financial harm. It also identified the lack of distinction between personal advice ...

Tax reform uncertainty to exacerbate property sell-offs: Survey

MATTHEW WAI | FRIDAY, 6 FEB 2026

... qualified advisers to help them navigate uncertainty, including 21% seeking property investment advice from financial advisers.

Betashares, VanEck add to product lineups

JAMIE WILLIAMSON | THURSDAY, 5 FEB 2026

... rules-based ETF, we're able to remove many of these practical and behavioural roadblocks." GTUM enables investors and financial advisers to access a transparent and consistent approach to global momentum investing through a single trade on the ASX, he ...

Advisers need more support: FAAA submission

ANGELIQUE MINAS | THURSDAY, 5 FEB 2026

... FAAA urged the federal government to address the drop in adviser numbers, ensuring the supply of professional financial advisers meets the increasing demand. Recognising the inflexible education requirements, and the toll on small businesses, advisers ...

WT Financial Group clear on 2026 strategy, rebrands retail advice arm

MATTHEW WAI | WEDNESDAY, 4 FEB 2026

... Daniel Kirk has joined as principal financial adviser. Further, Cullen said there are about six provisional financial advisers conducting their professional year in its central advice team, who work across its broad network of businesses. "Because we ...

Chartered accountants should be allowed to provide advice: CA ANZ

MATTHEW WAI | MONDAY, 2 FEB 2026

... submission read. "There is currently a gap between the number of individuals needing advice and the number of financial advisers available to close the gap." The body noted that the retirement sector, specifically in superannuation, has been changing ...

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BT appoints new head of strategy

KARREN VERGARA

A former Allianz Retire+ executive has joined BT as the new head of strategy.

ASX sees trade volumes soar in May

MATTHEW WAI

ASX saw a substantial growth in trade volumes last month, despite continued lackluster movement in IPOs.

Otivo launches AI-powered financial advice

MATTHEW WAI

Otivo has launched a mobile app for Australians to access licensed advice powered by AI.

Munro expands access to climate focused fund

VINNY VUCAGO

The Munro Global Growth Climate Leaders PIE Fund has been opened to retail investors in New Zealand.

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