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Showing 221 - 230 of 4377 results for "Financial Advice"

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 ...

Iress adds AI chief to drive innovation

MATTHEW WAI  |  FRIDAY, 15 AUG 2025
... to enhance product performance, automate workflows, and unlock new insights for clients - particularly across financial advice and investment management. He will also spearhead the business' AI solutions development and deployment across its product ...

Account number issue causes angst, undue admin work: FAAA

KARREN VERGARA  |  WEDNESDAY, 13 AUG 2025
... administrative work thanks to confusion surrounding account number inclusion in consent forms, according to the Financial Advice Association Australia (FAAA). Consent forms missing an account number has resulted in advisers submitting a substantial number ...

Former Kerr Neilson staffer pleads guilty to insider trading

KARREN VERGARA  |  WEDNESDAY, 13 AUG 2025
... by person in possession of inside information, while the other is contrary to s911's providing unlicensed financial advice. The offences are rolled up as they relate to multiple instances of offending. Breaches of s1043A carries a maximum penalty ...

PC suggests removing excessive entry requirements for advisers

ELIZA BAVIN  |  WEDNESDAY, 13 AUG 2025
... financial advisers, which is ultimately having a detrimental effect on the public's ability to seek professional financial advice at a time when they need it most, such as nearing retirement," Freeland said. "The cumulative effect of the regulatory burden ...

CFS prices advice practice valuation gap at $1.1m

KARREN VERGARA  |  MONDAY, 11 AUG 2025
Financial advice businesses have an estimated $1.1 million valuation gap, a new survey from Colonial First State (CFS) shows, as most advisers are not prepared for the planned and unplanned sale of their practices. The Hidden Value Report, produced ...

InterPrac hit with $22m in AFCA complaints

KARREN VERGARA  |  FRIDAY, 8 AUG 2025
... adviser Merhi was licensed through InterPrac and is the director of Venture Egg Financial Services and United Financial Advice, which trade as Venture Egg and Financial Services Group Australia. "We recognise that the receivership of the Shield Master ...

FAAA expands specialist education programs

MATTHEW WAI  |  THURSDAY, 7 AUG 2025
The Financial Advice Association Australia (FAAA) is looking to expand its Approved Specialisations Program, urging eligible education providers to sign up. The program has historically included specialisations in aged care, life risk and the Fellow ...

Treasury launches consultation on CSLR breaching sub-sector levy caps

KARREN VERGARA  |  FRIDAY, 1 AUG 2025
... stakeholders on the options available for dealing with a revised estimate that exceeds a sub-sector cap. For the financial advice sector, the estimate is larger than the $20 million levy cap. In January, the CSLR announced it estimates that financial ...