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Showing 1 - 10 of 5777 results for "Financial adviser"

Showcase: Staying true to alpha

THE FINANCIAL STANDARD TEAM  |  FRIDAY, 13 NOV 2026
When AI drives the market, diversification needs a different engine. Australian investors are fluent in the language of market concentration risk. For most of the last two decades, banking and resources stocks have each made up around a quarter of the ...

Australian ETFs surpass annual inflow record

VINNY VUCAGO  |  THURSDAY, 12 NOV 2026
Australia's exchange traded fund (ETF) industry has surpassed its previous full-year inflow record, with investor demand pushing assets under management (AUM) to a new high of $389.5 billion in October. According to Betashares' Australian ETF Review ...

CALI recognises leadership potential

KARREN VERGARA  |  WEDNESDAY, 11 NOV 2026
... Mody and technical and capability manager Charlotte Gee. In the financial advice sector, Lautum Life senior financial adviser Nga Vu has been recognised. ClearView's senior product manager Cass Reifenstein was also recognised for her work in products. ...

Marsh expands wealth offering with Wilshire acquisition

RIDDHIMA TALWANI  |  WEDNESDAY, 11 NOV 2026
... Wilshire is an important step in growing Marsh's investments business and strengthening our connection to the financial adviser ecosystem," Marsh chief executive John Doyle said. "By combining Wilshire's capabilities with our global reach, open architecture ...

Private credit under fire again, widespread failings persist

KARREN VERGARA  |  TUESDAY, 10 NOV 2026
Private credit funds continue to lag in improving poor disclosure, distribution and conflict-management practices since ASIC handed down its scathing inaugural report into the opaque sector 12 months ago. A new ASIC investigation finds complex, multi-layered ...

Private credit bodies issue investor protection guidelines

VINNY VUCAGO  |  TUESDAY, 10 NOV 2026
Australia's private credit industry has introduced new voluntary guidance aimed at strengthening lending practices, improving transparency and addressing regulatory concerns around investor protections. The Alternative Investment Management Association ...

ASIC issues serious and final warning on lead generation

VINNY VUCAGO  |  MONDAY, 9 NOV 2026
Financial advice licensees risk losing their licence if they fail to adequately oversee lead generation arrangements, the financial regulator has warned. This comes after ASIC uncovered significant supervision gaps across firms referring consumers into ...

Drummond hires from Ascalon, HUB24

MATTHEW WAI  |  MONDAY, 9 NOV 2026
Drummond Capital Partners has expanded its national team with two senior appointments, following the launch of its tailored investment solutions last year. David Boyle joined the firm as head of asset consulting, based in Sydney, while Alexandra Scott ...

Many advised Aussies feel financially worse off: Report

MATTHEW WAI  |  FRIDAY, 6 NOV 2026
... getting financial guidance from AI, 41% of users verify the information, 23% ask family or friends and 10% ask a financial adviser, while 12% act on it, Investment Trends found. Surprisingly, the use of innovation is highest among those with an adviser ...

Succession Recruitment strengthens executive team

VINNY VUCAGO  |  FRIDAY, 6 NOV 2026
Succession Recruitment has strengthened its executive team with a new appointment adding significant financial markets experience to the specialist recruitment and executive search firm. Sally Humphris joins as executive director bringing more than ...
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