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Showing 261 - 270 of 4369 results for "Financial advice"

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 ...

Cost-of-living, unaffordable advice fuels financial stress: Surveys

KARREN VERGARA  |  MONDAY, 26 MAY 2025
... situation is in dire straits as many struggle with the cost-of-living crisis and do not know the best place to seek financial advice, new surveys reveal. One survey from MLC conducted by McCrindle found that only one third (34%) of participants feel ...

Centrepoint Alliance locks in hundreds of Brighter Super advice clients

ANDREW MCKEAN  |  FRIDAY, 23 MAY 2025
... Financial Services, a wholly owned subsidiary of Brighter Super, last month. Its advice business subsidiary, Financial Advice Matters, is now responsible for servicing most of these members. Brighter Super, which has over 280,000 members, selected Financial ...

DASH partners with S64

ELIZA BAVIN  |  THURSDAY, 22 MAY 2025
... (DASH) and S64 have announced a strategic partnership designed to enhance access to private market investments for financial advice firms and their clients. Through the partnership, Australian advisers will have access to private markets, multi-jurisdictional ...

Entireti, Otivo enter strategic alliance for digital advice

ANDREW MCKEAN  |  WEDNESDAY, 21 MAY 2025
... to share its knowledge and collaborate to make quality advice accessible and affordable. "We know that quality financial advice changes lives and can deliver confidence and certainty, but cost is still the biggest inhibitor. Advisers have the answers ...

Former Sydney adviser sentenced to three years

MATTHEW WAI  |  MONDAY, 19 MAY 2025
... "clearly in a position of trust and he broke the trust of the 12 victims for whom he was supposed to be providing financial advice and assistance". Valvo's guilty plea was taken into account by the Judge when handing down sentence. ASIC deputy chair ...

Advice bodies want efficiency, long-term solutions from Mulino

KARREN VERGARA  |  WEDNESDAY, 14 MAY 2025
... financial advisers, and ultimately increase costs and reduce accessibility of advice for all Australians. The Financial Advice Association Australia (FAAA) general manager for policy, advocacy and standards Phil Anderson is urging to push through a suite ...