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Showing 131 - 140 of 10432 results for "Advice"

TPB consults on AI usage rules

KARREN VERGARA  |  TUESDAY, 31 MAR 2026
... obligations it is proposing is for the tax practitioner using AI to remain accountable for the accuracy of information and advice they provide to their clients and must ensure that services are provided to a competent standard. To comply with the competency ...

APRA shuffles executive director lineup

ELIZA BAVIN  |  TUESDAY, 31 MAR 2026
... vacancies. Peter Kohlhagen has been promoted from general manager of superannuation to executive director of policy and advice following the resignation of Sean Carmody. Meanwhile, Peter Diamond has been promoted from general manager of banking to executive ...

Another former Venture Egg adviser slapped with four-year ban

MATTHEW WAI  |  TUESDAY, 31 MAR 2026
A Victorian financial adviser, who was supervised by Ferras Merhi of United Financial Advice and Ferras Merhi Pty Ltd (Venture Egg), has been banned for four years over inappropriate advice and deceptive conduct, including impersonating other advisers. ...

Akambo ventures into asset consulting, makes first hire

MATTHEW WAI  |  MONDAY, 30 MAR 2026
... and appointing a former Olympian to a senior role. Akambo has launched Vertex Investment Services, which partners with advice businesses to strengthen investment governance, portfolio construction and mandate implementation. Through its affiliation with ...

Super funds must protect members, says Kirkland

MATTHEW WAI  |  FRIDAY, 27 MAR 2026
... should have processes in place to identify practices that may cause harm to any super balance, including from inappropriate advice fee charges, and is currently undertaking a review to better understand the steps trustees have taken. Ultimately, trustees ...

AMP names interim chief financial officer

ELIZA BAVIN  |  THURSDAY, 26 MAR 2026
... management, steering our capital return program and successfully executing both the AMP Capital separation and the AMP Advice sale and partnership. The board congratulates Blair on his appointment and looks forward to working with him and our excellent ...

Adviser reprimanded over clients' loss of cover

JAMIE WILLIAMSON  |  THURSDAY, 26 MAR 2026
... their insurance coverage. The financial adviser was reprimanded this month, after they were found to have provided poor advice in August 2023. The adviser recommended two clients rollover their super balances to a new plan, failing to identify that death ...

FEATURE | Regulation: Picking up the pieces

KARREN VERGARA  |  TUESDAY, 24 MAR 2026
... a case of deja vu, the catastrophes of Shield and First Guardian have set off unsavoury repercussions for the financial advice profession, having barely shaken off the disrepute from th Financial Services Royal Commission. Good apples Freshwater Wealth ...

Managed accounts increase confidence amid volatility: Research

RIDDHIMA TALWANI  |  MONDAY, 23 MAR 2026
... practices reporting net profit margins above 30% are using managed accounts. "As managed accounts move into the core of advice delivery, advisers are reporting benefits that extend well beyond investment implementation," Blewitt said. "Many cite easier ...

Sequoia offloads InterPrac in $50k fire sale

KARREN VERGARA  |  MONDAY, 23 MAR 2026
... to, and defend its reasonable share of remediation offered to members of APRA-regulated superannuation funds who received advice to select such APRA-regulated superannuation funds from the three terminated advice practices, noting InterPrac's exposure ...