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Showing 1 - 10 of 9819 results for "advice"

Advice bodies want efficiency, long-term solutions from Mulino

KARREN VERGARA  |  WEDNESDAY, 14 MAY 2025
Australia's top advice associations are eagerly anticipating meaningful and swift changes to take place under new financial services minister Daniel Mulino, optimistic that critical reforms in the Compensation Scheme of Last Resort (CSLR) and Delivering ...

AMP, intelliflo introduce dashboard enhancements for advisers

MATTHEW WAI  |  TUESDAY, 13 MAY 2025
... management and action client requests on the wrap investment platform North. The dashboard is a centralised tool that enables advice practices to manage and track client activities on every step. Users can view the full status of in-progress activities ...

Daniel Mulino takes over financial services portfolio

JAMIE WILLIAMSON  |  TUESDAY, 13 MAY 2025
... University, and also previously taught economics at Yale and at Monash University. In welcoming Mulino to the role, Financial Advice Association Australia chief executive Sarah Abood said she is looking forward to working with him on areas in need of ...

HESTA members to keep paying fees as disruption continues

ELIZA BAVIN  |  MONDAY, 12 MAY 2025
... have also established and are integrating a new contact centre, digital services and mail house to ensure ongoing support, advice and communication with members." The spokesperson added that all transitions of external administrators involve different ...

Former financial adviser charged in alleged $160k super fraud case

ANDREW MCKEAN  |  FRIDAY, 9 MAY 2025
... appear at Blacktown Local Court on June 16. According to the Financial Advisers Register, Popal first provided financial advice in 2004 and was previously an authorised representative for Alpha Investment Management from April 2014 to March 2016. During ...

Reducing super tax cap to $2m 'a concern': FAAA

ELIZA BAVIN  |  FRIDAY, 9 MAY 2025
Financial Advice Association Australia (FAAA) chief executive Sarah Abood has voiced concerns about the future of Div 296, given Labor's overwhelming victory at the federal election. The proposed 30% tax on superannuation balances above $3 million could ...

Industry bodies call for delay to Payday Super

JAMIE WILLIAMSON  |  FRIDAY, 9 MAY 2025
A collective of industry bodies, including Chartered Accountants ANZ and the Financial Advice Association Australia, want the government to push the implementation of Payday Super to July 2028. In a joint submission to Treasury, eight industry lobby ...

BlackRock takes stake in Generation Life parent company

ANDREW MCKEAN  |  THURSDAY, 8 MAY 2025
... Generation Life has achieved in recent years as we continue to expand our capabilities and grow our presence in the financial advice and retirement income sector," Hackett said. Generation Life noted that Australia ranks fourth in the world for life ...

FAAA calls for stronger consumer protections in advice reforms

ANDREW MCKEAN  |  WEDNESDAY, 7 MAY 2025
The Financial Advice Association of Australia (FAAA) has opposed collective charging for "always complex and costly" retirement planning advice and emphasised the need for consumer protection in the provision of super nudges in its submission to Treasury ...

Sequoia appoints licensee, adviser services lead

ELIZA BAVIN  |  WEDNESDAY, 7 MAY 2025
... growth, operational excellence and adviser engagement. Most recently, Stout was national business growth manager at AMP Advice where he rebuilt recruitment processes, launched adviser-facing digital assets and executed national roadshows to attract external ...
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