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Showing 181 - 190 of 4373 results for "Financial Advice"

AZ NGA acquires majority stake in Geographe Financial Group

ANGELIQUE MINAS  |  TUESDAY, 14 OCT 2025
Advice platform AZ Next Generation Advisory (AZ NGA) has increased its stake in financial advice firm Geographe Financial Group (Geographe). Geographe has provided advice on superannuation, investments and insurance since 1976 for clients in Western ...

ASIC slams licensees' lax offshoring governance

KARREN VERGARA  |  FRIDAY, 10 OCT 2025
Most financial advice licensees that rely on offshore service providers (OSPs) fail to adequately assess, monitor and audit their arrangements thus putting their processes and business at risk, a new ASIC investigation reveals. ASIC's review of 10 financial ...

Annual ReCALIbrate recipients named

ANGELIQUE MINAS  |  WEDNESDAY, 8 OCT 2025
... director and life insurance specialist Kristy Mitchell. Each recipient is awarded a $2000 grant to attend the Financial Advice Association Australia (FAAA) Congress in Perth. They also gain access to CALI's exclusive support programs, including its women's ...

Full automation key for business success, but not investments

MATTHEW WAI  |  WEDNESDAY, 8 OCT 2025
... maintain control over decision-making. The AdviceTech 2025 Turning Data Into Growth report, based on over 300 financial advice firms, highlights that these firms are continually seeking to leverage data, automation, and artificial intelligence (AI) to ...

Generation Life hires former Allianz Retire+ exec

ELIZA BAVIN  |  TUESDAY, 7 OCT 2025
... national footprint and amplifies the targeted promotion of our strategic product solutions across wealth management, financial advice and institutional engagement. Commenting on his new position, Rodda said he was excited to take on the role. "I see ...

Vast majority of advised Australians "tangibly" better off: FAAA

RIDDHIMA TALWANI  |  THURSDAY, 2 OCT 2025
A survey by the Financial Advice Association Australia (FAAA) found Australians with a financial adviser are more confident in their perceived quality of life. According to the FAAA's 2025 Value of Advice Index, 93% of advised Australians say they are ...

Lorica Partners, Multiforte Financial Services merge

RIDDHIMA TALWANI  |  WEDNESDAY, 1 OCT 2025
Financial advice firm Lorica Partners is merging with Multiforte Financial Services, uniting the two companies under the Lorica Partners brand. Multiforte's clients will continue working with existing advisers for the next 12 months, as the staff ...

Super complaints decline year-on-year: AFCA

ELIZA BAVIN  |  WEDNESDAY, 1 OCT 2025
... related to account administration issues, followed by group life insurance (37%), and death benefits 10.3%. In the financial advice sector, United Global Capital had the most complaints with 605, followed by Interprac with 125 and APT Strategy with 49. ...

CSLR publishes paid claims details

JAMIE WILLIAMSON  |  FRIDAY, 26 SEP 2025
... 291 of which were made in relation to Dixon Advisory. The overwhelming majority of payments relate to personal financial advice, with close to $37 million so far paid to Dixon Advisory and Superannuation Services clients. This is followed by 61 claims ...

Feature: Digital advice | Sleeping giant

KARREN VERGARA  |  FRIDAY, 26 SEP 2025
... Nothing irks members who cannot afford it or do not want to pay for it more than seeing a $4000 price tag on financial advice - but many do actually want it. An Aware Super survey found members believe $4000 for comprehensive advice is too much - but ...