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Showing 121 - 130 of 10634 results for "advice"

FEATURE: Cryptocurrency, control and confidence

VINNY VUCAGO  |  SATURDAY, 15 AUG 2026
... this the emergence of a generation taking unprecedented ownership of its retirement savings, or evidence that an expanding advice gap is pushing younger Australians towards increasingly complex and concentrated investment decisions without the support ...

Bell Financial Group profit surges 133%

VINNY VUCAGO  |  FRIDAY, 14 AUG 2026
... while the transition of existing clients to the new Bell Potter Private Wealth platform and expansion of its investment advice offering generated $500 million in new client inflows. Funds under advice stood at $91.4 billion at the end of June, down 0.8% ...

AI advice boom highlights urgent need for affordable advice: SMC

VINNY VUCAGO  |  THURSDAY, 13 AUG 2026
... to progress its long promised Delivering Better Financial Outcomes (DBFO) reforms. "Australians shouldn't have their advice options limited to only expensive full-service comprehensive financial advice on the one hand or the Wild West of unregulated ...

LGT Wealth Management appoints chief tech officer

RIDDHIMA TALWANI  |  THURSDAY, 13 AUG 2026
... engineering capabilities, data infrastructure and AI initiatives. "Good technology should feel like an integral part of good advice, not something added on. When the two work together seamlessly, clients receive a better experience," Strydom said. "That ...

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 ...