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Showing 241 - 250 of 4373 results for "Financial advice"

IFS recovers $226m in unpaid super

MATTHEW WAI  |  WEDNESDAY, 16 JUL 2025
... easier to identify and act on non-compliance sooner." IFS provides support in unpaid super recovery, as well as financial advice, and consulting services to some industry funds. Furthermore, IFS said it is investing in technology and automation to enhance ...

Padua Solutions buys up data provider

MATTHEW WAI  |  TUESDAY, 15 JUL 2025
... "Joining Padua presents an exciting opportunity to further enhance how our data insights drive positive outcomes in financial advice and financial services," Williams said. "Together, we will continue innovating to deliver unparalleled value and insights ...

Rainmaker names new executive director of research

ELIZA BAVIN  |  MONDAY, 14 JUL 2025
... "His appointment highlights our commitment to delivering superior industry-based research across superannuation, financial advice and investment management while strengthening our strategic engagement with our research clients." Speaking on his appointment ...

Ascalon continues to build its team

ELIZABETH FRY  |  THURSDAY, 10 JUL 2025
... clarity to everything she does," Roga added. For his part, Burton arrives with over 25 years of leadership in financial advice, private banking, and wealth strategy. He joins from Lonsec where he was head of sales. Burton has held senior roles at MLC ...

ASIC bans advisers for dodgy Shield Master Fund advice

KARREN VERGARA  |  WEDNESDAY, 9 JUL 2025
... investigation to date suggests that potential investors were called by lead generators and referred to personal financial advice providers who advised investors to roll their superannuation assets into a retail choice superannuation fund and then to ...

ASIC funding levy to charge advisers $46.2m

KARREN VERGARA  |  FRIDAY, 4 JUL 2025
The financial advice sector can expect to contribute $46.2 million to ASIC's industry funding levy for the 2025 financial year, new estimates show. ASIC's Cost Recovery Implementation Statement (CRIS) report shows that advisers who provide personal ...

Profile Financial Services names new chief, chair

ELIZA BAVIN  |  FRIDAY, 4 JUL 2025
... focused innovation, Profile said. Most recently, Dooley served as chief executive of Much More Than Money. The financial advice firm said the appointment underscores its commitment to enhancing its client-centric approach and accelerating its growth ...

CSLR releases revised levy estimate

ELIZA BAVIN  |  FRIDAY, 4 JUL 2025
... the initial levy estimate, issued in January 2025, exceeding the $20 million sub-sector cap for the personal financial advice sub-sector. With the assistance of CSLR's principal actuary, the revised estimate for the 2026 financial year has been calculated ...

Bombora Advice appoints new chair, managing director

ELIZA BAVIN  |  MONDAY, 30 JUN 2025
... continued success and growth in the future." Prior to joining Bombora in 2023, McConville held roles at the Pro Bono Financial Advice Network, Fidelity Life and TAL Australia. In welcoming McConville into the role of managing director, Handley said he ...

DASH undertakes fresh capital raise

MATTHEW WAI  |  WEDNESDAY, 25 JUN 2025
DASH Technology Group is completing a new capital raising, with its valuation surging 59%. The cloud-based financial advice and investment management platform has signed a binding legal documentation with a new, undisclosed investor as part of an ongoing ...