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Showing 251 - 260 of 4369 results for "Financial advice"

ASIC cancels Financial Services Group Australia's AFSL

KARREN VERGARA  |  MONDAY, 16 JUN 2025
... FSGA from 10 February 2021 to 30 May 2025. He is also the director of Venture Egg Financial Services and United Financial Advice. ASIC is currently investigating Merhi and various entities associated with him in connection with its investigations concerning ...

$15m crypto scam costs former adviser 10 years

JAMIE WILLIAMSON  |  THURSDAY, 12 JUN 2025
... Authority. According to her LinkedIn, Rogan was a chartered accountant and a Certified Financial Planner. The Financial Advice Association Australia terminated Rogan's membership in May 2024 following complaints from former clients.

ASIC puts 18 finfluencers on notice amid global campaign

JAMIE WILLIAMSON  |  THURSDAY, 12 JUN 2025
... Eighteen finfluencers have received warnings from ASIC for promoting high-risk products and providing unlicensed financial advice. The warnings were part of a Global Week of Action Against Unlawful Finfluencers, which saw ASIC participate in a coordinated ...

Link Wealth acquires boutique advice firm

ANDREW MCKEAN  |  FRIDAY, 6 JUN 2025
Link Wealth's national expansion is continuing to progress, acquiring financial advice firm Xponential Advisory a few months after taking a majority stake in Sky Advisers. The acquisition will see the integration of more than 185 client families across ...

AIOFP, FAAA encouraged by first meeting with Mulino

KARREN VERGARA  |  FRIDAY, 6 JUN 2025
... financial services minister Daniel Mulino, the Association of Independently Owned Financial Professionals (AIOFP) and Financial Advice Association Australia (FAAA) feel enthused about the impact he will have on the profession. This week, the two associations ...

Alternatives high on the radar to escape Trump's tariffs: Fidante

MATTHEW WAI  |  THURSDAY, 5 JUN 2025
... "Markets have since rebounded and this instinct to remain disciplined has proven correct. It reinforces the value of financial advice in helping investors navigate market uncertainty and to ensure their portfolios are protected across market cycles." ...

Syfe plots major Australian expansion

JAMIE WILLIAMSON  |  THURSDAY, 5 JUN 2025
... to more of the 12 million Australians estimated to hold over $100,000 in investable assets but don't receive financial advice. "Selfwealth by Syfe was built to support the millions of Australians who sit between DIY platforms and expensive private advice ...

LGT Crestone, AUSIEX acquisitions finalised

KARREN VERGARA  |  TUESDAY, 3 JUN 2025
... Australia's financial market infrastructure. Separately, LGT Crestone has integrated CBA's high-net-worth financial advice unit with its $5 billion in assets under advice. Some 38 staff, including 18 investment advisers, have moved over. LGT Crestone ...

Superhero plans 'mass affluent' wealth play

JAMIE WILLIAMSON  |  MONDAY, 2 JUN 2025
... portfolios, as well as a portfolio management tool to help investors build long-term wealth without the need for financial advice. The new offerings will be funded by a recently completed $11 million capital raise; the money came from existing investors ...

Awareness of options could boost advice access: CFS

MATTHEW WAI  |  MONDAY, 2 JUN 2025
Superannuation is the number one topic Australians want financial advice on, however a significant proportion have little to no idea they can pay for it through their super. Based on a survey of 2250 Australians, Colonial First State's (CFS) Empowered ...