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Showing 221 - 230 of 4369 results for "Financial advice"

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 ...

Overcoming the three-body problem in advice

JAMIE WILLIAMSON | FRIDAY, 1 AUG 2025

... Financial advisers have heard how an active, factor-based approach can help eliminate the three-body problem in financial advice. In 1867, Sir Isaac Newton identified the three-body problem. Relating to the laws of gravity, he found that it's impossible ...

Adviser banned for PRP supervision failures

MATTHEW WAI | THURSDAY, 31 JUL 2025

... PRP when they were providing superannuation advice, specifically in relation to switching. ASIC found that the financial advice provided was not in the clients' best interests and was not appropriate because reasonable inquiries considering the clients' ...

Mulino sits on Tranche 2 for now, grapples with complexity

KARREN VERGARA | WEDNESDAY, 30 JUL 2025

... the "complex" second tranche of Delivering Better Financial Outcomes (DBFO) reforms is a top priority, but the financial advice sector should not expect it anytime soon. Mulino told the Financial Services Council's (FSC) Shaping advice in a time ...

Rest calls for super performance test reforms

ELIZA BAVIN | TUESDAY, 29 JUL 2025

... as soon as possible. Rest said the reforms will provide a pathway for funds to increase the scope and reach of financial advice, while maintaining strong consumer protections. The super fund said it also backs submissions made by Super Members Council ...

Buyers demand HNW advice practices: Radar Results

KARREN VERGARA | TUESDAY, 29 JUL 2025

Financial advice practices that service high-net-worth (HNW) clients and earn more than $1 million in recurring revenue are in high demand from acquirers, according to Radar Results. Buyers are also keen on institutional licensees and private wealth ...

FSC explores if adviser licensing framework remains 'fit for purpose'

MATTHEW WAI | MONDAY, 28 JUL 2025

... Financial Services Council (FSC) has released a green paper addressing the case for reforming Australia's financial advice licensing framework to better progress the advice sector against today's challenges. FSC's The Value and Future of ...

Picture Wealth named fastest-growing planner: report

MICHELLE BALTAZAR | THURSDAY, 24 JUL 2025

... of the company's appeal is its ability to cater for advisers, self-employed or not, to continue providing financial advice in a way that the traditional model has not been able to accomodate. Picture Wealth enables financial advisers to provide remote ...

FAAA fights to reignite Dixon inquiry

MATTHEW WAI | THURSDAY, 24 JUL 2025

Although the Senate Committee Inquiry into Dixon Advisory was expected to lapse due to the election, the Financial Advice Association of Australia (FAAA) is shedding light on the possibility of resuming the process. FAAA general manager of policy, advocacy ...

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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