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Showing 101 - 110 of 10414 results for "Advice"

ASIC bans another MWL adviser

RIDDHIMA TALWANI | WEDNESDAY, 8 APR 2026

... savings into the High Growth or Growth class of the Shield Master Fund. ASIC said Lofthouse gave six clients inappropriate advice which was not in their best interests. The ban took effect from March 30. "The Shield Master Fund was a new financial product ...

Treasury proposes lead generator, super switching reforms

KARREN VERGARA | WEDNESDAY, 8 APR 2026

... four key issues: making switching superannuation safer, strengthening trustee governance, limiting or better protecting advice-fee deductions from super and requiring platforms to compensate members for some investment failures on their platforms. Treasury ...

Treasury opens CSLR funding, sustainability consultation

KARREN VERGARA | WEDNESDAY, 8 APR 2026

... 'waterfall' framework to respond more predictably to large-scale, investment-related losses arising from personal financial advice misconduct where costs exceed the annual sub-sector levy caps." This means that any funding shortfall would be ...

Viridian targets double-digit growth

ELIZA BAVIN | WEDNESDAY, 8 APR 2026

... responds to recent disruption and a sharper focus on governance and accountability," Shahien said. Shahien said as the advice sector faces scrutiny, now is the time for advisers to be proactive. "The industry has had lots of different evolutions in terms ...

Minchin Moore, Edney Ryan Wealth Management merge

MATTHEW WAI | TUESDAY, 7 APR 2026

Edney Ryan Wealth Management, the advice arm of Edney Ryan Group, will merge with Minchin Moore Private Wealth, operating under the latter's Australian financial services licence. Both firms are headquartered in Mosman, NSW, and will maintain a ...

Adviser exam pass rate exceeds 70% for the first time in 12 months

MATTHEW WAI | TUESDAY, 7 APR 2026

... 2026. To date, 22,611 individuals have sat the exam and 92% (20,963) have passed, ASIC said. This comes after the Financial Advice Association of Australia (FAAA) made a submission to the Jobs and Skills Australia (JSA) consultation urging the inclusion ...

Former Macquarie Private Bank adviser joins Aura Group

MICHELLE BALTAZAR | THURSDAY, 2 APR 2026

A specialist in private wealth advice for Australian expats joins a $1bn-plus private wealth manager. Aura Group names Jamie Burgmann as director within its wealth management division, supporting high-net-worth individuals and families with complex ...

AZ NGA plots regional NSW advice hub via new partnership

MATTHEW WAI | THURSDAY, 2 APR 2026

... Nathan Jacobsen as chief operating officer in February this year. The partnership supports AZ NGA's plans for a financial advice hub in the area to service key locations like Young, Wagga Wagga and Orange, where many individuals and families have complex ...

FEATURE: Estate planning | Best laid plans

ELIZA BAVIN | WEDNESDAY, 1 APR 2026

... the estate. The innovation, I think, will come with getting more of that off-the-shelf." Brooke says he wants to see the advice industry get behind the need for better, more efficient and automated estate planning. He encourages advisers to get behind ...

Women to drive tailored advice demand: State Street

RIDDHIMA TALWANI | WEDNESDAY, 1 APR 2026

Women are expected to inherit an estimated $3.2 trillion over the next decade, creating demand for tailored advice, legacy planning and retirement income design, State Street Investment Management said. State Street's first module of Reimagining Retirement ...

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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