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Showing 171 - 180 of 4377 results for "Financial Advice"

Actuaries Institute makes proposal to close advice gap

ELIZA BAVIN  |  TUESDAY, 28 OCT 2025
The Actuaries Institute has released a proposed framework for closing the financial advice gap in Australia. The Actuaries Institute Help, Guidance and Advice (HGA) Working Group undertook extensive research and consultation to examine how different ...

Court blocks Merhi from financial services

KARREN VERGARA  |  TUESDAY, 28 OCT 2025
... within 90 days. A provisional liquidator has also been appointed to Venture Egg Financial Services and United Financial Advice. Liquidators will report to the court within 28 days on the financial position, solvency and likely returns to creditors of ...

Shield, First Guardian fallout calls for tougher scrutiny on research houses, licensee governance

MATTHEW WAI  |  FRIDAY, 24 OCT 2025
... requires an urgent shakeup. Speaking to Financial Standard, Akambo managing director Joe Akiki has warned that financial advice firms without a sound governance framework will be prone to the rapidly changing environment, as platform providers and regulators ...

Complaints still too high: AFCA annual review

ANGELIQUE MINAS  |  THURSDAY, 23 OCT 2025
... consecutive year, more than 100,000 complaints were lodged. In investments and advice, large scale collapses in the financial advice industry contributed to high volumes of complaints against advisers and financial advice firms. This type of complaint ...

Insignia Financial posts strong quarter

MATTHEW WAI  |  THURSDAY, 23 OCT 2025
... Financial Group, continued to scale its national footprint with the acquisition of PMD Financial Advisers, a boutique financial advice firm based in Victoria, specialising in high-net-worth clients," Hartley said. "The completed transaction brings nearly ...

Feature: Retirement | Rewarding risk

LACHLAN COLQUHOUN  |  WEDNESDAY, 22 OCT 2025
... to just think 'I didn't realise I have so much left over. I wish I'd have done this or that.'" Financial advice could help avoid that risk. "You just consider each of the risks in turn, and put strategies in place," says Hillier. "Then ...

Australian Ethical appoints chief operating officer

ANGELIQUE MINAS  |  WEDNESDAY, 22 OCT 2025
... across legal, investment, transformation and operational efficiency within superannuation, investment management, financial advice and banking services, to the role. Lane was most recently consulting to Australian Retirement Trust on a transformation ...

Why mid-sized super funds still matter: Farrar

RIDDHIMA TALWANI  |  MONDAY, 20 OCT 2025
... comprehensive advice book to Centrepoint Alliance, which saw 400 clients transition to Centrepoint's salaried advice arm Financial Advice Matters. "Where a member has more complicated needs, and particularly where they do have significant assets outside ...

Federal Court dismisses Freedom Insurance staff allegations

KARREN VERGARA  |  FRIDAY, 17 OCT 2025
... crisis before suspending trading in February 2019 before committing to divest all its operations - including financial advice business Spectrum Wealth Advisers - and eventually appointing liquidators in February 2020. ASIC launched the civil action proceedings ...

ASIC targets potential vertical integration in managed accounts

KARREN VERGARA  |  FRIDAY, 17 OCT 2025
... accounts recommendations can represent a conflict of interest from vertical integration. This can emerge from financial advice groups putting clients into their own investment model portfolio rather than external products as the adviser receives a management ...