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Showing 1 - 10 of 5642 results for "Financial adviser"

We don't always vote in complainants' favour: AFCA

MATTHEW WAI | MONDAY, 1 JUN 2026

The Australian Financial Complaints Authority (AFCA) addressed a crowd of financial advisers at the MDS Self Licensing Summit 2026, busting the myth the ombudsman is always targeting them. Speaking at a discussion panel at last Thursday, AFCA senior ...

CSLR levy must be directed towards bad actors: Burgess

MATTHEW WAI | FRIDAY, 29 MAY 2026

... SMSF investors are eligible because they are a retail client who has paid for financial advice from a licensed financial adviser to invest in a regulated retail financial product, and as a result have fallen victim to poor advice and/or product failure." ...

Marex Group expands structured products to HNWIs

MATTHEW WAI | FRIDAY, 29 MAY 2026

Marex Group received approval by ASIC to distribute structured investment solutions to wholesale clients under its existing foreign AFSL earlier this month, in a move to fill the structured product adoption gap in Australia. While the group is not new ...

More advisers go self-licensed to avoid associative risks

MATTHEW WAI | THURSDAY, 28 MAY 2026

An industry expert said financial advisers are increasingly moving towards a self-licensed model to gain better control of their business, while avoiding the risks of operating under large dealer groups. My Dealer Services (MDS) managing director Alex ...

FAAA pushes for 'fundamental' changes to CSLR

KARREN VERGARA | TUESDAY, 26 MAY 2026

... the scheme. Currently, consumers believe the only means to be compensated is to make a complaint against their financial adviser, the FAAA explains in its submission to the CSLR reform options to support the ongoing sustainability consultation that recently ...

AIOFP partners to launch adviser protection program

MATTHEW WAI | TUESDAY, 26 MAY 2026

The Association of Independently Owned Financial Professionals (AIOFP) is partnering with DASH to provide financial advisers with a new white labelling capability for platform access. The Foundation Advisers Wrap will allow advisers to retain access ...

Super fund-backed AFSL adviser numbers drop: Rainmaker

RIDDHIMA TALWANI | FRIDAY, 22 MAY 2026

Industry superannuation funds will continue to adopt a hybrid framework of advice, integrating digital and human channels, as the number of advisers under super funds owned AFSL's has declined progressively in the last five years. Rainmaker Information ...

Proposed CGT reforms could upend HNW low advice demand

KARREN VERGARA | FRIDAY, 22 MAY 2026

... pool of wealth estimated to be worth a whopping $4.4 trillion, yet only one quarter employ the services of a financial adviser, new research finds, but Labor's proposed tax reforms could change this. A survey conducted by the Stockbrokers and Investment ...

Behavioural constraint is costing retirees greatly: Allianz Retire+

MATTHEW WAI | THURSDAY, 21 MAY 2026

The insurer found that market volatility, and inadequate savings are no longer the greatest threats to retirement outcomes, rather, it comes down to hesitancy to make the decisions retirement requires. Allianz Retire+'s The two-chapter retirement report ...

InvestSMART to realise $16m from Intelligent Investor sale

MATTHEW WAI | THURSDAY, 21 MAY 2026

... indicated their commitment and focus to grow the newsletter and funds management business, including through the financial adviser market. The TIP funds management business follows the same value investing methodology as Intelligent Investor and will ...

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BT appoints new head of strategy

KARREN VERGARA | 10:47AM

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

ASX sees trade volumes soar in May

MATTHEW WAI | 12:24PM

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

Otivo launches AI-powered financial advice

MATTHEW WAI | 12:21PM

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

Munro expands access to climate focused fund

VINNY VUCAGO | 12:09PM

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

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