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Showing 181 - 190 of 4369 results for "Financial advice"

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 ...

AFCA temporarily reinstates UGC to address complaints

RIDDHIMA TALWANI  |  FRIDAY, 26 SEP 2025
... many consumers were unable to lodge complaints in time as they did not understand the connection between the financial advice they received to the collapse of Shield and First Guardian. AFCA said the decision comes under exceptional circumstances and ...

Macquarie to pay Shield victims in full

JAMIE WILLIAMSON  |  THURSDAY, 25 SEP 2025
... these members to the position they were in before their retirement savings were eroded." Taking to LinkedIn, Financial Advice Association Australia general manager of policy, advocacy and standards Phil Anderson welcomed the move by Macquarie. "This ...

FAAA award finalists named

STAFF WRITER  |  WEDNESDAY, 24 SEP 2025
The Financial Advice Association Australia (FAAA) has named the finalists in its annual awards program, including Adviser of the Year. The awards acknowledge members who are committed to delivering the highest standards of trusted and professional advice ...

S64, Vista Equity Partners roll out unit trust

KARREN VERGARA  |  WEDNESDAY, 24 SEP 2025
... alongside one of the largest and most experienced software investors. DASH partnered with S64 this year to provide financial advice firms access to private markets investments.