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Showing 261 - 270 of 4375 results for "Financial Advice"

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 ...

Coalition names shadow treasurer, financial services minister

ANDREW MCKEAN  |  THURSDAY, 29 MAY 2025
... providing dignity and financial security in retirement, alongside being a pillar of economic stability..." Likewise, Financial Advice Association of Australia chief executive Sarah Abood congratulated the new shadow ministry. "The Australian financial ...

New SMSF trustees drive financial advice uptake

ANDREW MCKEAN  |  WEDNESDAY, 28 MAY 2025
Trustees of newly established self-managed super funds (SMSFs) are behind a surge in the uptake of financial advice, according to a Vanguard/Investment Trends SMSF report. The report, while showing that adviser influence is growing in new SMSF set-ups ...

Count Financial class action dismissed

ELIZA BAVIN  |  WEDNESDAY, 28 MAY 2025
... advisers were acting in their clients' best interests and prioritising their clients' interests when giving personal financial advice and receiving commissions and/or benefits. Further, the class action alleged advisers charged some clients ongoing service ...

Industry groups hammer out guidance on tax-deductible advice fees

ANDREW MCKEAN  |  MONDAY, 26 MAY 2025
The Financial Advice Association Australia (FAAA), in consultation with leading accounting bodies, has released new guidance on tax-deductible advice fees. The guidance follows the release of the ATO Tax Determination in September last year, which the ...