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Showing 201 - 210 of 4369 results for "Financial advice"

ASIC piles more charges on Merhi

KARREN VERGARA  |  MONDAY, 1 SEP 2025
... receiving millions of dollars". The regulator alleged he used marketing companies to push potential clients to his financial advice businesses, Venture Egg and Financial Services Group Australia (FSGA). In February, the Federal Court froze the assets ...

AMP lifts advisers' efficiency game with Grow

MATTHEW WAI  |  MONDAY, 1 SEP 2025
... years, a widening affordability gap and rising delivery costs continue to hinder most Australians from receiving financial advice, AMP noted. Meanwhile, clients on the new investment menu can also access the MyNorth Lifetime solution, unique to North ...

Bravura, Future Group partner on digital advice

ELIZA BAVIN  |  MONDAY, 1 SEP 2025
... Rest have all ramped up Midwinter-based initiatives this year to support members with more accessible, real-time financial advice.

FS Power50 shortlist revealed, voting opens

STAFF WRITER  |  SATURDAY, 30 AUG 2025
... 'influential' as individuals who have been, or continue to be, instrumental in shaping the future of financial advice in Australia. They are individuals who make a meaningful difference in their clients' financial wellbeing, actively participate ...

Trust key to client satisfaction in advice: Report

MATTHEW WAI  |  FRIDAY, 29 AUG 2025
Russell Investments' annual report on the value of financial advice shows ability to trust remains the core expectation when seeking advice. The 2025 Value of an Adviser Report, surveying some 700 Australian investors (advised and unadvised) and nearly ...

Government scraps inquiry into advice firm failures, Dixon Advisory

JAMIE WILLIAMSON  |  FRIDAY, 29 AUG 2025
... week, the committee advised the Senate it would not seek re-adoption of the inquiry and the Senate agreed. The Financial Advice Association Australia (FAAA) said it is "deeply disappointing" the inquiry will not continue. "The decision to end the Inquiry ...

Integro Private Wealth to expand national footprint

MICHELLE BALTAZAR  |  THURSDAY, 28 AUG 2025
Perth-based financial advice group Integro Private Wealth has recruited a former AMP partnership manager and beefed up its advice ranks as part of its ambitious expansion plans. Fresh from signing referral partnership deals with accounting practices ...

Invesco sells intelliflo to Carlyle Group

KARREN VERGARA  |  WEDNESDAY, 27 AUG 2025
Invesco will sell financial advice technology provider intelliflo to Carlyle Group for US$200 million. Carlyle will spin off intelliflo's US-based subsidiaries as a standalone business called RedBlack, to be run by a separate management team. intelliflo ...

Centrepoint Alliance profits down $2.6m

MATTHEW WAI  |  WEDNESDAY, 27 AUG 2025
... integrations with adviser software applications. The deal with Brighter Super also saw three advisers transitioning to Financial Advice Matters (FAM), increasing the total number of employed advisers to 22. FAM was acquired by Centrepoint Alliance in ...

Anti-hawking exemption for advisers a 'silly carve out': SCA

MATTHEW WAI  |  THURSDAY, 21 AUG 2025
... financial services, and pushing for an amendment to the Corporations Act to ban the unsolicited sale or 'hawking' of financial advice. It also wants to see lead generators prohibited from targeting Australians about super or other financial products ...