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Showing 121 - 130 of 4369 results for "financial advice"

Preparing earlier boosts average super balance by over $250k: Brighter Super

MATTHEW WAI | FRIDAY, 5 DEC 2025

... advice from super funds is strong; this was reflected in an MFS Investment Management report this week. Personal financial advice is their top request for the second year in a row for retirees, it said. However, despite improving results, retirement ...

Super funds most relied upon for advice: Survey

MATTHEW WAI | WEDNESDAY, 3 DEC 2025

... consulting with financial advisers to make retirement planning decisions, aligning with Investment Trends' recent 2025 Financial Advice Report, which indicated a strong rebound of new clients seeking advice - an increase of 100,000 clients from 2024. ...

More than 2000 advisers at risk as deadline looms

JAMIE WILLIAMSON | MONDAY, 1 DEC 2025

... balance - 2326 advisers - have yet to meet the qualifications standard required to continue providing personal financial advice from 1 January 2026. Of these, 836 may be eligible for the experienced provider pathway but their licensee is yet to notify ...

Advisers acquired 300k new clients in 2025: Report

KARREN VERGARA | MONDAY, 1 DEC 2025

... amounted to 300,000 in 2025, bucking the downward trend in recent years, an Investment Trends report shows. The 2025 Financial Advice Report found that after several years of decline in client acquisition, the trend has finally shifted The latest figures ...

Capital Haus acquires Adelaide advice firm, FUM to exceed $1bn

MATTHEW WAI | MONDAY, 1 DEC 2025

... more than just a passing-the-torch moment. We're combining heritage and innovation to set a new standard for financial advice at a time when the industry needs it most." Gow believes the historical success Baker Young brings to the group will provide ...

ASIC suspends Newcastle advice firm's AFSL over missing key person

MATTHEW WAI | FRIDAY, 28 NOV 2025

ASIC has suspended the AFSL of Focused Financial Advice (FFA) until December 19, which has operated for more than two years without a key person. FFA was established in 2003 and provides financial services around superannuation, life insurance, retirement ...

Financially savvy Australians can add $1.2tn to wealth: Research

RIDDHIMA TALWANI | FRIDAY, 28 NOV 2025

... financial capability at age 65," the report read. The report pointed out the current disconnect in access to financial advice and called on advisers to deliver it through new and innovative forms, as well as embracing digital advice to bridge the existing ...

FAAA's Advice Academy launches

KARREN VERGARA | FRIDAY, 28 NOV 2025

The Financial Advice Association Australia (FAAA) has launched the Advice Academy in a bid to help and support new entrants. Advice Academy offers training modules from Kaplan Professional, mentoring opportunities, a professional year (PY) hours tracker ...

FEATURE | Agriculture: Golden soil

KARREN VERGARA | FRIDAY, 28 NOV 2025

... that come with it," he says. Ballarat-based RSM financial adviser Kate Tierney, who specialises in providing financial advice for agri-clients, says bigger domestic factors are at play when it comes to the profitability of the sector, casting aside the ...

DASH reshapes leadership team

ELIZABETH FRY | THURSDAY, 27 NOV 2025

... software divisions, including investment operations, client service and implementation. His background spans financial advice, distribution and strategic partnerships, positioning him to drive operational excellence as the firm broadens its whole-of-wealth ...

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BT appoints new head of strategy

KARREN VERGARA | 10:47AM

A former Allianz Retire+ executive has joined BT as the new head of strategy.

ASX sees trade volumes soar in May

MATTHEW WAI | 12:24PM

ASX saw a substantial growth in trade volumes last month, despite continued lackluster movement in IPOs.

Otivo launches AI-powered financial advice

MATTHEW WAI | 12:21PM

Otivo has launched a mobile app for Australians to access licensed advice powered by AI.

Munro expands access to climate focused fund

VINNY VUCAGO | 12:09PM

The Munro Global Growth Climate Leaders PIE Fund has been opened to retail investors in New Zealand.

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