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Showing 1 - 10 of 4670 results for "Financial Advisers"

FAAA warns adviser levies could exceed $5k as ASIC costs climb

VINNY VUCAGO  |  FRIDAY, 17 JUL 2026
Financial advisers could face more than $5000 in combined regulatory levies this financial year, with the Financial Advice Association Australia ( FAAA ) warning rising ASIC and Compensation Scheme of Last Resort (CSLR) cost are placing unsustainable ...

Former T. Rowe Price distribution head finds new role

MATTHEW WAI  |  FRIDAY, 17 JUL 2026
... investment management and financial services, Ross has established comprehensive understanding on assisting financial advisers, private wealth firms and institutional partners, Evidentia Private said. Ross spent nearly 11 years at T. Rowe Price, where ...

Another MWL adviser banned over Shield collapse

RIDDHIMA TALWANI  |  THURSDAY, 16 JUL 2026
... Services licence, banned one of MWL's directors and its responsible manager. Niu 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 ...

FAAA names new chair as David Sharpe prepares to step down

VINNY VUCAGO  |  WEDNESDAY, 15 JUL 2026
... management and our members, I would like to thank him for his leadership, commitment and tireless work on behalf of financial advisers and their clients across Australia."

Traditional investing principles unsuitable in decumulation: Research

KARREN VERGARA  |  MONDAY, 13 JUL 2026
... identical standard deviations, but as we have shown, their retirement outcomes will be worlds apart." Furthermore, financial advisers traditionally focus on sequencing risk in retirement but overlooked a broader set of interconnected threats, including ...

FEATURE | Retirement | A layer of confidence

MATTHEW WAI  |  MONDAY, 13 JUL 2026
... comment on Challenger's sale of the products. Minney, instead, points to the trend that take-up is driven by financial advisers. "We're seeing lots of growth and interest in solutions that will provide income for life," he says. Meanwhile, Huppert ...

HeirWealth launches AI integration

VINNY VUCAGO  |  FRIDAY, 10 JUL 2026
HeirWealth has launched a Model Context Protocol (MCP) server allowing financial advisers, accountants and family offices to query consolidated client wealth data through artificial intelligence assistants such as ChatGPT and Claude. The Australian ...

Nominations open for the 2026 Power50

STAFF WRITER  |  THURSDAY, 9 JUL 2026
... and the wider community. This year, we celebrate the Power50 list's 13th anniversary. The FS Power50 are financial advisers deemed to be best promoting the value of the financial advice profession, while providing outstanding service to their clients ...

Netwealth expands Morgan Stanley mandate

KARREN VERGARA  |  TUESDAY, 7 JUL 2026
... legacy domestic platform to Netwealth's one. Such clients will continue to be advised by Morgan Stanley financial advisers. Morgan Stanley is the first major client win amid Netwealth's broader investment in stockbroking and private wealth management ...

AUSIEX launches cash account for advisers

RIDDHIMA TALWANI  |  TUESDAY, 7 JUL 2026
AUSIEX has launched a cash account to help financial advisers manage client cash seamlessly alongside trading accounts. The account is designed to simplify and streamline cash management, accelerate funding and settlement, improve visibility and control ...
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