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Showing 1 - 10 of 308 results for "Mum"

FEATURE | Platforms | The investment supermarket

RIDDHIMA TALWANI  |  TUESDAY, 21 JUL 2026
... letting them select exactly what they want, with each investment held in their own name. While platforms can serve everyone from mum-and-dad investors to more sophisticated high-net-worth investors, all the capital is not the same. Superannuation, which ...

Feature: Private credit | The fine print

RIDDHIMA TALWANI  |  FRIDAY, 22 MAY 2026
... the previous financial years of at least $250,000 a year. "They're likely not truly sophisticated investors. They're mum and dad investors putting money in with no protection," Torrington says. ASIC already recommended the government increase ...

Adviser-client relationships eroded by AI: Research

MATTHEW WAI  |  WEDNESDAY, 6 MAY 2026
While there are elements of artificial intelligence (AI) that boost operational efficiency for financial advisers, a new study finds they are not fond of the idea of their clients seeking a second opinion through the technology, as it can be "insulting ...

FEATURE: Estate planning | Best laid plans

ELIZA BAVIN  |  WEDNESDAY, 1 APR 2026
... want them to think about, 'what are your objectives?' What are you trying to achieve? And that might be different for mum and dad; if there's blended families, that level of detail with the client and understanding what they're trying ...

Advisers at the forefront of elder financial abuse prevention

KARREN VERGARA  |  FRIDAY, 20 FEB 2026
... removed," she said. "Almost all of those were family members, and in almost all those cases, it was because they stole money from mum or dad. It's terrible because in a lot of those cases, even when there's a loss of capacity, the small understanding ...

Former AMP adviser banned over false documents

JAMIE WILLIAMSON  |  THURSDAY, 5 FEB 2026
... adviser who's always up to date on the latest in the financial world and who's always in your corner (someone you'd tell your mum about!)."

Mulino looks to reform CSLR

ELIZA BAVIN  |  THURSDAY, 11 DEC 2025
... managed investment schemes," he said. "So, together all of these different reforms are critically important to ensure that mum and dad investors can invest with confidence and safety in our financial services and superannuation sector." In response ...

GIM director slapped with travel restraints

KARREN VERGARA  |  WEDNESDAY, 24 SEP 2025
... Capital investors have been locked out of their money since March amid a liquidity crunch as corporate regulator ASIC stays mum about its knowledge or investigation into the potential collapse of another managed investment scheme. A significant event ...

Ausbil launches active ETF

KARREN VERGARA  |  MONDAY, 8 SEP 2025
... accessible to more investors. By offering an active ETF, we're meeting the requests of brokers, financial advisers, SMSFs and mum and dad investors for a more convenient and efficient way to generate regular monthly income from equities, with the ...

Liquidity issues hurting Healthbridge Capital investors

KARREN VERGARA  |  FRIDAY, 22 AUG 2025
... Capital investors have been locked out of their money since March amid a liquidity crunch as corporate regulator ASIC stays mum about its knowledge or investigation into the potential collapse of another managed investment scheme. A significant event ...
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