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Showing 141 - 150 of 10422 results for "advice"

Treasury proposes advice education standard reforms

KARREN VERGARA  |  TUESDAY, 17 MAR 2026
Treasury is proposing to overhaul the curriculum and learning outcomes for new entrants in financial advice, admitting that current requirements are "excessive compared to other professions". The new consultation proposes the pathway to becoming a financial ...

CALI pushes for advice reforms as Australians turn to AI

RIDDHIMA TALWANI  |  TUESDAY, 17 MAR 2026
More Australians are turning to artificial intelligence (AI) for insurance advice, underscoring the need for the government to deliver on its advice reforms, the Council of Australian Life Insurers (CALI) said. Research by CALI found three in five Australians ...

Super tax changes shake HNWs' retirement confidence: Report

JAMIE WILLIAMSON  |  MONDAY, 16 MAR 2026
... Division 296 is only the most recent chapter." Generation Life added that the findings underscore the importance of financial advice, with close to one-third of HNW respondents saying their adviser helped provide reassurance; 86% of those with ongoing ...

Clime offloads advice business, keeps 10% stake

KARREN VERGARA  |  MONDAY, 16 MAR 2026
Clime Investment Management is offloading its financial advice unit for $6.5 million to an unnamed group but will retain a 10% interest in the newly combined business. Clime Advice, which has $2 billion in funds under advice (FUA), will continue to ...

Bain Capital to acquire Perpetual's wealth management unit

KARREN VERGARA  |  MONDAY, 16 MAR 2026
... potentially substantial tax bill. At the end of December 2025, the wealth management unit had $21.9 billion in funds under advice (FUA) and $4 billion in philanthropic funds. Reilly added: "We believe we have found the right owner for the Wealth Management ...

AMP investment chief reshapes her team

ELIZABETH FRY  |  THURSDAY, 12 MAR 2026
... solutions team as a senior product lead. Gil joins from DASH, where she served as product manager for software and digital advice for four years. Previously, she worked at Equity Trustees and Partners Wealth Group. AMP Investments manages over $70 billion ...

Tahlia Rozis heads to Generation Life

ELIZABETH FRY  |  THURSDAY, 12 MAR 2026
... and supporting platform and dealer groups, Tahlia will play a key role in deepening engagement across the New South Wales advice community. "Tahlia's appointment reflects Generation Life's continued investment in growing its distribution footprint ...

SMSFs continue to demonstrate competitive edge: Data

JAMIE WILLIAMSON  |  THURSDAY, 12 MAR 2026
... circumstances, establishing an SMSF can be a highly effective structure - particularly when supported by specialist professional advice." While the sector has surpassed $1 trillion in total assets, Burgess stressed SMSFs are not for everyone. "SMSFs ...

Prime Super picks new asset consultant

JAMIE WILLIAMSON  |  THURSDAY, 12 MAR 2026
... "The investment team is focused on delivering both risk-aware returns and value for money to our members. The support and advice we receive from our asset consultant is critical to achieving this goal," Prime Super general manager, investments Michael ...

Australians like AI, reluctant to trust it on financial decisions: Survey

RIDDHIMA TALWANI  |  WEDNESDAY, 11 MAR 2026
... investments. "When it comes to important financial decisions, people want the confidence that comes from trusted professional advice," CFS head of technical services Craig Day said. "That confidence comes from working with someone they have developed ...