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Showing 91 - 100 of 10633 results for "advice"

FEATURE | Managed accounts | Industrialising advice

RIDDHIMA TALWANI  |  MONDAY, 31 AUG 2026
... meeting with that client for another six months," he says. "And so, the actual implementation of what was potentially good advice would have to wait until the next meeting or review with the client." If the change was urgent, the adviser might start ...

APRA hits 12 super options with failed grade

KARREN VERGARA  |  FRIDAY, 28 AUG 2026
... types - but platform TDPs remain materially more expensive, even before considering the costs of any personal financial advice. The CPPP also shows platform TDPs have higher rates of underperformance over 10 years when compared against other product ...

Vanguard to acquire custodian Altruist

KARREN VERGARA  |  FRIDAY, 28 AUG 2026
... that when independent advisers have better technology and lower prices, they can do their best work and bring high-quality advice to more people." "Vanguard shares our conviction in that mission, and their trusted investment expertise and resources will ...

FAAA pushes to expand NCA to financial advisers

RIDDHIMA TALWANI  |  FRIDAY, 28 AUG 2026
Financial Advice Association Australia (FAAA) said it will advocate strongly to expand the scope of the New Class of Advisers' to all financial advisers, which will currently be limited to only superannuation funds and life insurers. The reforms will ...

UniSuper unlocks close to $15k for members moving into retirement

MATTHEW WAI  |  FRIDAY, 28 AUG 2026
... strength of our overall retirement offering. Competitive fees, tax-effective income, easy access to tools and calculators, and advice at every level..." The implementation follows Colonial First State's launch of a similar offering this month. It was ...

FEATURE | Group insurance | Dusk to dawn

KARREN VERGARA  |  FRIDAY, 28 AUG 2026
... founder and senior financial adviser Zoe Kennedy caters to young accumulators in the Mackay region, providing goals-based advice largely to clients employed in the mining industry and spend extended periods away from home on rostered work schedules. ...

GDG posts 21% profit rise as record inflows lift FUM

VINNY VUCAGO  |  THURSDAY, 27 AUG 2026
... research, ratings and governance support remained strong amid heightened governance and compliance expectations across the advice sector. GDG chief executive Grant Hackett said the group entered FY27 with momentum across its core business. "FY26 was ...

Centrepoint takes control of QLD advice group

VINNY VUCAGO  |  THURSDAY, 27 AUG 2026
Centrepoint Alliance will acquire a 51% controlling stake in Queensland-based financial advice business SEQ Advice Group Pty Limited (SEQ), with the deal expected to initially contribute about $600,000 in annualised EBITDA. The acquisition forms part ...

AFCA moves to reinstate APT Strategy, opens doors for victims

KARREN VERGARA  |  THURSDAY, 27 AUG 2026
... This follows the Supreme Court of Queensland directing ASIC to re-register APT Strategy on July 2. APT Strategy provided advice in relation to managed investment schemes (MISs). ASIC estimates 600 retail investors invested about $160 million into MISs ...

CBA, Colonial First State settle class action for $249m

KARREN VERGARA  |  WEDNESDAY, 26 AUG 2026
... Colonial First State to KKR on 1 December 2021. This included CFSIL and Avanteos. Last November, CBA also settled a financial advice class action in in-principle for $22.5 million relating to Commonwealth Financial Planning (CFP), Financial Wisdom and ...