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Showing 111 - 120 of 4369 results for "financial advice"

Sequoia expects earnings hit from Shield, First Guardian

KARREN VERGARA  |  TUESDAY, 16 DEC 2025
... subsidiary Interprac Financial Planning, alleging its financial advisers provided thousands of Australians poor financial advice and put their retirement savings at significant risk. In August, Sequoia was already dealing with $22 million worth of complaints ...

Centrepoint Alliance expects core profit to top guidance

RIDDHIMA TALWANI  |  TUESDAY, 16 DEC 2025
... 316 - who have fixed-term contracts due for review over the next year - have confirmed they will transition to Financial Advice Matters, a subsidiary of Centrepoint Alliance.

ASIC welcomes support for simplifying guidance on conflicts of interest

MATTHEW WAI  |  TUESDAY, 16 DEC 2025
... attracted 26 submissions including responses from the Association of Superannuation Funds of Australia (ASFA), the Financial Advice Association Australia (FAAA), the Super Members Council (SMC), and more. ASIC said it received "broad support" from industry ...

Mulino wants PII to step up to make CSLR sustainable

KARREN VERGARA  |  MONDAY, 15 DEC 2025
... compensated." CSLR chief executive David Berry questioned the value PII brings in the context of CSLR. At the recent Financial Advice Association Congress, he shared that one large AFSL had to fly to London to negotiate with the insurer Lloyd's of ...

Betashares-backed firm names inaugural managing partner

ELIZABETH FRY  |  THURSDAY, 11 DEC 2025
... assets reached $256.25 billion as of 30 June 2025, reflecting the sector's role in improving the efficiency of financial advice by delivering institutional-grade investment portfolios. "Cameron's appointment strengthens our leadership to support ...

Mulino looks to reform CSLR

ELIZA BAVIN  |  THURSDAY, 11 DEC 2025
... levied in 2025-26, despite about 80% of existing claims on the CSLR scheme relating to advice in that sector." The Financial Advice Association Australia (FAAA) chief executive Sarah Abood said asking advice firms to pay 22% of the CSLR special levy ...

AMP to pay $29m to settle class action

RIDDHIMA TALWANI  |  THURSDAY, 11 DEC 2025
... interests by selling in-house life insurance products at inflated prices, thus failing to provide them with objective financial advice. It said AMP failed to implement systems and processes to ensure its authorised representatives complied with their ...

'Outdated' law gating teenagers from thousands of dollars in super: Industry

MATTHEW WAI  |  THURSDAY, 11 DEC 2025
... Rest, the industry super fund for retail industry workers, is also calling for urgent progress on reforms to financial advice and retirement, as well as a review into the introduction of Superannuation Carer Credits for periods of unpaid caring work. ...

1659 First Guardian, Shield complaints reach AFCA

KARREN VERGARA  |  MONDAY, 8 DEC 2025
... don't know who to complain against and the whole process is quite overwhelming for them," Singh told the recent Financial Advice Association Australia (FAAA) Congress. "There are a lot of parties involved in these losses - the lead generator, the ...

EWM to buy three advice firms

ANGELIQUE MINAS  |  MONDAY, 8 DEC 2025
Financial advice firm Eureka Whittaker Macnaught (EWM) has announced three new acquisitions, advancing its ambitions to become a 'super firm'. Before the year's end, EWM will acquire MSI Taylor Wealth Management led by Peter O'Callaghan and Daniel Shine ...