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Showing 1 - 10 of 4369 results for "Financial Advice"

Otivo launches AI-powered financial advice

MATTHEW WAI | THURSDAY, 4 JUN 2026

... those seeking advice as general-purpose AI tools such as ChatGPT, Claude and Gemini are restricted from providing financial advice. "Two hundred million people a month are asking ChatGPT financial questions and OpenAI has admitted it can't give them ...

BT appoints new head of strategy

KARREN VERGARA | THURSDAY, 4 JUN 2026

... wealth management and product strategy which will be critical as we strengthen how we support advisers and quality financial advice to thrive, with better outcomes for clients," she said. Among the changes at Allianz Retire+ last year, David Kane, who ...

NGS Super names chief member officer

RIDDHIMA TALWANI | TUESDAY, 2 JUN 2026

... member officer, who will lead the super fund's Member Business unit responsible for member growth, engagement, financial advice and user experience. Parsons has over 20 years' experience across superannuation, wealth management and broader financial ...

Former Insignia boss joins InvestStream

MATTHEW WAI | MONDAY, 1 JUN 2026

A former Insignia Financial chief executive has joined the advisory board of InvestStream, spearheading its financial advice and engagement infrastructure as the firm's approach to close the advice gap. Renato Mota has joined the AI-powered infrastructure ...

Centrepoint Alliance acquires two advice firms

KARREN VERGARA | MONDAY, 1 JUN 2026

Centrepoint Alliance will acquire Queensland financial advice practices Cairns Wealth and Pinnacle Wealth for $3 million from Astute Financial Management. The two practices, which operate within the Astute network, will add three advisers to Centrepoint ...

Retirement fears persist despite rising preparedness: CFS

VINNY VUCAGO | MONDAY, 1 JUN 2026

... women said they felt prepared for retirement, compared with 59% of men. The report also reinforced the role of financial advice in improving retirement confidence. More than three-quarters (77%) of Australians who receive financial advice said they felt ...

CSLR levy must be directed towards bad actors: Burgess

MATTHEW WAI | FRIDAY, 29 MAY 2026

... "It also ignores the fact that SMSF investors are eligible because they are a retail client who has paid for financial advice from a licensed financial adviser to invest in a regulated retail financial product, and as a result have fallen victim to poor ...

Small pocket of failed measures can 'blow the entire business': Anderson

MATTHEW WAI | FRIDAY, 29 MAY 2026

The Financial Advice Association Australia (FAAA) general manager of policy, advocacy and standards Phil Anderson warned licensees to improve their control measures for authorised representatives to avoid any unintended consequences. Breaking down licensees' ...

FAAA pushes for 'fundamental' changes to CSLR

KARREN VERGARA | TUESDAY, 26 MAY 2026

The Financial Advice Association of Australia (FAAA) is pushing for "fundamental changes" to how the Compensation Scheme of Last Resort (CSLR) is funded, arguing it would be detrimental to financial advisers and small businesses if it continues in its ...

Cbus pushes for lead generator ban

VINNY VUCAGO | TUESDAY, 26 MAY 2026

... had emerged as a workaround following the post Banking Royal Commission ban on cold-call sales for super and financial advice. Operators instead rely on online mechanisms to harvest personal data and funnel consumers toward super switching and investment ...

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BT appoints new head of strategy

KARREN VERGARA

A former Allianz Retire+ executive has joined BT as the new head of strategy.

ASX sees trade volumes soar in May

MATTHEW WAI

ASX saw a substantial growth in trade volumes last month, despite continued lackluster movement in IPOs.

Otivo launches AI-powered financial advice

MATTHEW WAI

Otivo has launched a mobile app for Australians to access licensed advice powered by AI.

Munro expands access to climate focused fund

VINNY VUCAGO

The Munro Global Growth Climate Leaders PIE Fund has been opened to retail investors in New Zealand.

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