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Showing 161 - 170 of 10491 results for "Advice"

Two Ensombl senior leaders exit

KARREN VERGARA  |  THURSDAY, 16 APR 2026
... executive last November. Rocks previously served as Ensombl chair between 2020 and 2023. "I've had a front row seat to the advice and corporate landscape while building Ensombl, and a few things became clear along the way. What sat underneath Ensombl's ...

Advice book valuations stagnate despite demand

MATTHEW WAI  |  WEDNESDAY, 15 APR 2026
Depending on the type of business they want to do, financial advisers looking to inorganically grow their client base will have to pay slightly more for a book now, but valuations have stalled overall, according to Radar Results. In its latest price ...

Digital advice spurring demand for full personal advice: Report

KARREN VERGARA  |  WEDNESDAY, 15 APR 2026
New research from the Financial Services Council (FSC) reveals digital advice is activating the demand for full personal advice and presents the opportunity for the industry to finally provide regulated digital advice at scale. The role and value of ...

JBWere makes senior advice hires

STAFF WRITER  |  WEDNESDAY, 15 APR 2026
JBWere has named an executive, advice and head of advice for NSW/ACT. Daniel Walsh has been appointed executive, advice at JBWere following several years in Morgan Stanley's wealth management division as an executive director and NSW state manager. ...

Treasury mulls increased powers for TPB

ELIZA BAVIN  |  TUESDAY, 14 APR 2026
... draft said. "The reforms improve protections for taxpayers against tax agent misconduct, including poor and unlawful tax advice, and maintain community confidence in the integrity of the tax system." The proposed five new criminal offenses for unregistered ...

AZ NGA acquires Tasmanian advice firm

RIDDHIMA TALWANI  |  TUESDAY, 14 APR 2026
AZ NGA has acquired Hobart-based financial advisory firm Foundation Wealth Advisers (FWA). FWA specialises in advice for retirees and pre retirees across Hobart and surrounding regions. It is led by principal and private client advisers Stuart Bale ...

ASIC acts against another former FSGA adviser

JAMIE WILLIAMSON  |  MONDAY, 13 APR 2026
... their super over to invest in specific managed investment schemes, including Shield and First Guardian. Upon reviewing the advice provided, ASIC said an adviser of Monte Silva's experience should have been aware he was not acting in the clients' best ...

ASIC bans former adviser Rhys Reilly for 10 years

KARREN VERGARA  |  MONDAY, 13 APR 2026
... He failed to disclose such payments to clients. Reilly made false or misleading representations in certain Statements of Advice (SoA) by stating that no benefits capable of influencing his advice had been received, when that was not the case, ASIC said ...

SMSF Adviser Network shuts its doors, 85 advisers vanish from FAR

MATTHEW WAI  |  FRIDAY, 10 APR 2026
... register (FAR). SAN's representatives were predominantly accountants who operated under a limited licence to provide advice on SMSF establishments and classes of product, but not specific products, under authorisation provided by the National Tax ...

Concerns raised over super switching consultation

ELIZA BAVIN  |  FRIDAY, 10 APR 2026
... duplicate accounts, the ATO's database is still a landscape of "dirty data". "The April 2026 reforms are a pivot away from 'advice simplification' and toward 'system isolation'," he said. "The government isn't misreading the data; they are just choosing ...