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Showing 211 - 220 of 4375 results for "Financial Advice"

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 ...

Insignia Financial back in the black

JAMIE WILLIAMSON  |  THURSDAY, 21 AUG 2025
... years, which included transitioning its master trust technology and operations to SS&C and divesting much of its financial advice operations. The wealth manager attributed the return to profit to the success of that program, with underlying net profit ...

MLC Expand adds general manager

JAMIE WILLIAMSON  |  WEDNESDAY, 20 AUG 2025
... be pivotal in driving commercial outcomes and ensuring the platform remains at the forefront of the Australian financial advice ecosystem." Meantime, Press said she is excited to be joining one of the country's largest super and retirement platforms. ...

Only half of advice practices report positive earnings: Investment Trends

MATTHEW WAI  |  WEDNESDAY, 20 AUG 2025
The latest findings from Investment Trends reveal that only half of financial advice practices report positive momentum when it comes to profitability. The 2025 Adviser Business Model Report shows that profitability in the sector continues to improve ...

Leaders push for overseas skills recognition

ELIZA BAVIN  |  MONDAY, 18 AUG 2025
... excessive fees, unnecessary red tape, slow and confusing processes, and lack of accountability. This comes after the Financial Advice Association Australia (FAAA) entered a memorandum of understanding (MoU) with the Financial Planning Standards Board ...