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Showing 1 - 10 of 10633 results for "Advice"

MA Financial locks down flagship private credit fund, shutters another

KARREN VERGARA  |  THURSDAY, 22 OCT 2026
... estate and hospitality. MA Financial lends to property, corporate and specialty finance sectors and provides corporate advice. Total AUM for the group as at September-end rose by 18% year on year to $15.7 billion. MA Financial joint chief executives ...

Advised cover faces claims data test

VINNY VUCAGO  |  THURSDAY, 22 OCT 2026
... insurance appears to outperform individual advised cover on some claim's measures, raising questions about the value of advice when it comes to protecting clients against disability. However, acceptance rates and dispute figures only tell part of the ...

Trustees drop the ball on advice fee oversight

MATTHEW WAI  |  THURSDAY, 22 OCT 2026
In line with the government's push to tighten the gap in oversight on financial advice fee deductions from super funds, a solution provider is observing a spike in trustees reaching out for expertise, but highlighted the move is not to assess the ...

Perpetual asset management outflows hit $9.6bn

VINNY VUCAGO  |  WEDNESDAY, 21 OCT 2026
... addition of assets under administration following the acquisition of Interfi Systems. Meanwhile, Wealth Management funds under advice remained stable at $22.1 billion as Perpetual continued preparations for the sale of the business to Bain Capital. The ...

Adviser stripped of AFSL he claimed he didn't hold

MATTHEW WAI  |  WEDNESDAY, 21 OCT 2026
... Smythe Financial Management and Minchin Moore Private Wealth Advisers before founding his practice, Millennial Independent Advice, in 2018. In the frequently asked questions section of his website, Frost noted he is not a financial adviser and does not ...

HUB24 platform inflows drop 23% to $4bn in Q1

RIDDHIMA TALWANI  |  TUESDAY, 20 OCT 2026
... a percentage of average platform FUA. "The recent and proposed tax changes further reinforce the need for professional advice and increase the attractiveness of superannuation for Australians saving for their retirement," HUB24 said. "These changes are ...

Tribeca Financial promote four new equity partners

VINNY VUCAGO  |  TUESDAY, 20 OCT 2026
Tribeca Financial has promoted four senior advisers to its equity partnership, recognising their contributions to the advice firm's client relationships, technical capabilities and culture as it continues to grow. Jake Boulter, Rachael Holder, Ben Jongebloed ...

AFSL specialist snags Entireti head of advice risk

MATTHEW WAI  |  TUESDAY, 20 OCT 2026
... continues to expand self-licencing initiatives while restructuring roles within the business. Viki Whitehead has joined as advice and Australian financial services licence (AFSL) compliance manager from Entireti after serving as its head of advice risk ...

Showcase: A technical advantage

THE FINANCIAL STANDARD TEAM  |  MONDAY, 19 OCT 2026
... 2065-66, the number of Australians aged 85 or older will triple to 1.9 million - a huge cohort that will seek retirement advice. For financial advisers to meet this opportunity, they need to scale their advice offering and have more tools in their kit ...

ASIC stalls Sequoia bid to ditch cross guarantee deed

KARREN VERGARA  |  MONDAY, 19 OCT 2026
... appointment of a receiver to investigate the sale of InterPrac to Conquest, saying it had concerns over what it may mean for the advice group's creditors.
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