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Showing 181 - 190 of 4463 results for "Financial advice"

Interprac ordered to pay $120k over Shield advice, blames Macquarie

MATTHEW WAI  |  TUESDAY, 3 FEB 2026
... Australian Financial Complaints Authority (AFCA) lead decision reveals. In this case, the complainant received financial advice from Interprac in June 2022 to establish an account in the Macquarie Super Fund to roll over their existing super into the ...

Clime chair assumes investment role

KARREN VERGARA  |  MONDAY, 2 FEB 2026
... chief executive of Clime, replacing Rob Bristow. The last three months saw Clime divest a portion of the retail financial advice business that had $99 million of advised assets. It expects to book profit from the sale of more than $1 million. Clime also ...

Chartered accountants should be allowed to provide advice: CA ANZ

MATTHEW WAI  |  MONDAY, 2 FEB 2026
... accountants to assist in providing retirement advice. The submission highlighted the need to create new avenues to make financial advice available to more Australians, with the group believing its members are more than capable of filling the void. "Our ...

Integro announces first east coast hire

ELIZABETH FRY  |  THURSDAY, 29 JAN 2026
... evolution from a WA-based practice to a national wealth firm. McRedmond brings more than a decade of experience in financial advice, business growth and client management, including director-level roles at Countrywide Advice and Adley Partners (trading ...

BPS Financial fined $14m over Qoin Wallet

ANGELIQUE MINAS  |  WEDNESDAY, 28 JAN 2026
... to the digital crypto token called Qoin. In 2024, the court identified that BPS Financial had been providing financial advice for three years without an Australian Financial Services Licence (AFSL). It was also found to have engaged in misleading and ...

AWAG partners to form $240m wealth business, names principal

MATTHEW WAI  |  WEDNESDAY, 28 JAN 2026
... brings close to 40 years' experience across the financial services industry and was the chief executive of Fortune Financial Advice and Fortune Financial Accountants for more than 12 years. "This is the second transaction of its kind completed by AWAG ...

Genetic testing ban may drive up insurance cost, premiums: FAAA

KARREN VERGARA  |  WEDNESDAY, 28 JAN 2026
The Financial Advice Association Australia (FAAA) is concerned the proposal to ban life insurers' use of genetic testing results will have an adverse impact on the cost of life insurance and premiums for all Australians. In a submission, the association ...

MLC Expand appoints product strategy lead

RIDDHIMA TALWANI  |  WEDNESDAY, 28 JAN 2026
... of governance and compliance," McCarthy said. "Her deep understanding of wealth management - particularly the financial advice industry, combined with her ability to navigate complexity and build trusted partnerships, will be instrumental as we continue ...

AI, operational failures key regulatory risks for ASIC in 2026

RIDDHIMA TALWANI  |  TUESDAY, 27 JAN 2026
... ASIC said. The regulator said it will continue to crackdown on high-pressure sales tactics and inappropriate financial advice that can lead to consumers losing their retirement savings through investments in high-risk products. "Aggressive marketing ...

'No benefit in switching super': AFCA finalises FSGA lead decision

RIDDHIMA TALWANI  |  TUESDAY, 27 JAN 2026
... Master Funds. "FSGA had a clear obligation to act in their best interests and provide appropriate, well supported financial advice. That did not happen here," AFCA lead ombudsman investments and advice Shail Singh said. Singh noted that the adviser did ...