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Showing 261 - 270 of 4371 results for "financial advice"

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 ...

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 ...