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Showing 121 - 130 of 10630 results for "Advice"

ASIC warns investors over Yepbit platform

VINNY VUCAGO  |  THURSDAY, 13 AUG 2026
... Australia, but does not hold an Australian financial services licence (AFSL) and is not authorised to provide financial advice or services in Australia. The corporate regulator said Yepbit has falsely claimed ASIC froze investor funds while it complied ...

DASH appoints new chief executive

KARREN VERGARA  |  WEDNESDAY, 12 AUG 2026
... continues to execute its growth strategy. "We are fortunate to have Glenn onboard to lead DASH on our journey to develop a new advice model that gives Australians access to the financial planning and investment administration services they need," Lloyd ...

HNW investors turn to AI but remain loyal to advisers

VINNY VUCAGO  |  WEDNESDAY, 12 AUG 2026
... already used AI for financial tasks, including financial education, comparing investment strategies and sense checking advice. However, only 29% said they would manage their portfolio themselves if given access to the same tools as their adviser, while ...

Super funds should not be asked to fund the CSLR: ASFA

MATTHEW WAI  |  TUESDAY, 11 AUG 2026
... not the case in Australia. Despite accounting for almost all (96%) compensation the CSLR has paid, the personal financial advice sector has only contributed 84% of its funding. ASFA acknowledged it would be "impossible" for financial advisers to fund ...

AustralianSuper enters advice space

ELIZA BAVIN  |  TUESDAY, 11 AUG 2026
AustralianSuper will offer personalised advice and guidance for members through a new online service. The service will be available to members via the AustralianSuper member portal. Launching in stages starting this year, it will allow members to access ...

Advisers bolster client book amid compliance burden: CoreData

KARREN VERGARA  |  MONDAY, 10 AUG 2026
Financial advice practices are serving more clients, charging higher fees and reporting record levels of satisfaction with their licensees, despite the weight of compliance, according to CoreData. The average number of clients per practice has increased ...

Evans and Partners uplifts MDA offering

KARREN VERGARA  |  MONDAY, 10 AUG 2026
... fixed income solutions we provide to advisers and clients." Evans and Partners oversees around $35 billion in funds under advice. Bloomberg head of Australia and New Zealand Ben Pool said demand for managed accounts continued to increase as advisers ...

ASFA names board chair

RIDDHIMA TALWANI  |  FRIDAY, 7 AUG 2026
... retirement savings to helping members use them. "Linda has spent her career working across industry and retail funds, platforms, advice, and government. She is uniquely qualified to lead super's peak body as ASFA works on delivering our policy agenda ...

Black Kite Partners nabs MST's chief operating officer

RIDDHIMA TALWANI  |  THURSDAY, 6 AUG 2026
... million, providing anywhere between $30 million to $150 million in equity investments. It has over $1.3 billion in funds under advice as of December 2025. "Karen joins us as chief operating officer with deep experience building and scaling financial ...

SMC questions SCA's 'mystery caller' report

RIDDHIMA TALWANI  |  WEDNESDAY, 5 AUG 2026
... for members. At the time of the transition, members who contacted us across our channels were advised of delays and given advice on other ways they could resolve their queries." Team Super declined Financial Standard's request for a comment. The ...