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Showing 151 - 160 of 4463 results for "Financial advice"

Ironbark brings businesses under one national banner

RIDDHIMA TALWANI  |  WEDNESDAY, 18 MAR 2026
... Victoria, Tasmania, South Australia and the ACT. While Ironbark Advice delivers advice for all stages of life, from financial advice, lending and wealth protection to accounting and aged care, Ironbark Private Wealth provides solutions for high-net-worth ...

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
... reforms, the Council of Australian Life Insurers (CALI) said. Research by CALI found three in five Australians trust financial advice received from AI-powered programs such as ChatGPT. CALI warned this growing dependence on informal channels puts working ...

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 ...

Iress fills APAC wealth role from within

ELIZABETH FRY  |  THURSDAY, 5 MAR 2026
Iress, the financial advice software provider, has promoted from within to fill the top role in its Asia Pacific wealth business, following the departure of a long-serving executive. Sam Wall has stepped into the role of acting chief executive, succeeding ...

AFCA membership extended for Shield, First Guardian-linked firms

KARREN VERGARA  |  WEDNESDAY, 4 MAR 2026
... AFCA received a total of 111,373 complaints in 2025, up 14% from the prior year. Large-scale collapses in the financial advice sector led to a 58% increase in investment and advice complaints, including a 59% increase from SMSFs.

MIS review ignores key issues: FAAA

KARREN VERGARA  |  TUESDAY, 3 MAR 2026
... addressing critical issues that could prevent another Shield Master Fund and First Guardian Master Fund disaster, the Financial Advice Association Australia (FAAA) says. The FAAA highlighted numerous omissions that should be addressed in the latest review ...

Research reveals 'alarming spike' in super switching

ELIZA BAVIN  |  FRIDAY, 27 FEB 2026
... calls by expanding anti-hawking laws to prevent contact aimed at generating or transferring leads for personal financial advice or super. "Australians urgently need a comprehensive set of consumer protections, or we risk further Shield and First Guardian-style ...

WT Financial Group focuses on B2B strategy as profits grow

MATTHEW WAI  |  FRIDAY, 27 FEB 2026
WT Financial Group (WTL), the ASX-listed financial advice group, saw its net revenue increase 17.8% to $15.4 million in the first half of FY26, as it continues to grow its Hubco and Investco strategy. Gross revenue and other income were $119.6 million ...