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Showing 131 - 140 of 4369 results for "Financial advice"

Rainmaker's John Dyall to retire

STAFF WRITERS  |  THURSDAY, 27 NOV 2025
... practices. His ability to engage audiences and make complex topics accessible made him a go-to presenter within the financial advice community. Rainmaker managing director Christopher Page said Dyall's departure marks the end of a significant chapter ...

Super funds continue to fail vulnerable members: UNSW

MATTHEW WAI  |  THURSDAY, 27 NOV 2025
... super funds to deliver better information, guidance and advice to members. Addressing financial advisers at the Financial Advice Association Australia (FAAA) Congress last week, minister for financial services Daniel Mulino struggled to provide a clear ...

Clime shutters two funds, offloads retail book

KARREN VERGARA  |  TUESDAY, 25 NOV 2025
... which is under an ASIC investigation, and will offload its retail client book for $1.65 million to an undisclosed financial advice practice. At the annual general meeting last week, Clime chair John Abernethy announced the closure of the Clime Australian ...

Entireti partners with Striver to shore up talent

ANGELIQUE MINAS  |  TUESDAY, 25 NOV 2025
... described the program as a step in the right direction to addressing the prolific demand and supply challenges of the financial advice profession; an issue which requires greater attention from all stakeholders including government, tertiary education ...

APRA-regulated funds should not pay CSLR special levy: SMC

MATTHEW WAI  |  MONDAY, 24 NOV 2025
... Australians to contribute. The FY26 special levy is $47.3 million, and the estimated levy to be payable by the financial advice industry in FY27 is more than doubled ($126.9 million) - but that doesn't account for First Guardian and Shield. The Financial ...

AMP launches new digital financial advice tools

ANGELIQUE MINAS  |  FRIDAY, 21 NOV 2025
... Health Checks have been completed on AMP members since January, driving over 20,000 members to engage with its financial advice services, since their launch, AMP said. Findings indicated a 33-fold increase on the total number of AMP members receiving ...

Advisers may be caught by new AML/CTF reforms: Expert

MATTHEW WAI  |  FRIDAY, 21 NOV 2025
Although financial advice is not part of the group that will fall under the upcoming anti-money laundering/counter-terrorism financing (AML/CTF) reform, an expert told the Financial Advice Association Australia (FAAA) Congress advisers may be caught ...

Ditch cash, curb emotionally led investing: Expert

KARREN VERGARA  |  FRIDAY, 21 NOV 2025
... emotional responses when it comes to taking higher risks with their money, a behavioural finance expert said. At the Financial Advice Association Australia (FAAA) Congress in Perth this week, Greg B. Davies, the head of behavioural finance at Oxford ...

Sequoia boasts of 'good governance' despite ASIC action

JAMIE WILLIAMSON  |  THURSDAY, 20 NOV 2025
... saying the outlook for Sequoia is strong. "The environment continues to play to our strengths. Demand for quality financial advice is rising, adviser supply remains constrained, and the value of trusted, well-governed networks is increasing... Our focus ...

FAAA Award winners announced

ANGELIQUE MINAS  |  THURSDAY, 20 NOV 2025
The 2025 Financial Advice Association Australia (FAAA) Award recipients were announced at the FAAA Congress Gala Dinner in Perth. Following judging, 18 finalists across six categories were recognised for their focus on delivering the highest standard ...