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Showing 281 - 290 of 10422 results for "advice"

Mulino taps super sector to help pay CSLR special levy

ELIZA BAVIN  |  WEDNESDAY, 10 DEC 2025
... regulatory effect. Under this approach the primary sub sectors contributing to the levy would be licensees that provide personal advice on relevant financial products to retail clients (22%), credit providers (15.3%), responsible entities (13.7%), superannuation ...

JBWere partners to enhance advisers' portfolio analytic capabilities

MATTHEW WAI  |  TUESDAY, 9 DEC 2025
... informed decisions. The advanced risk management and portfolio construction capabilities are set to complement the tailored advice services the business provides, JBWere said. Head of Aladdin Wealth tech APAC James Verner explained what advisers can ...

ASIC releases legal obligations for private credit funds

ELIZA BAVIN  |  TUESDAY, 9 DEC 2025
... catalogue does not include all applicable legal and regulatory obligations and is not intended to be a substitute for legal advice.

1659 First Guardian, Shield complaints reach AFCA

KARREN VERGARA  |  MONDAY, 8 DEC 2025
... funds. The number of AFCA complaints grew by 100 from early November. At the time, AFCA lead ombudsman for investments and advice Shail Singh said while 1559 was a big number, he was concerned that AFCA had not received more given the total number of ...

EWM to buy three advice firms

ANGELIQUE MINAS  |  MONDAY, 8 DEC 2025
Financial advice firm Eureka Whittaker Macnaught (EWM) has announced three new acquisitions, advancing its ambitions to become a 'super firm'. Before the year's end, EWM will acquire MSI Taylor Wealth Management led by Peter O'Callaghan and Daniel Shine ...

Preparing earlier boosts average super balance by over $250k: Brighter Super

MATTHEW WAI  |  FRIDAY, 5 DEC 2025
... aged 40 and above, including 1348 retirees, found that pre-retirees who plan earlier overwhelmingly save more, use more advice and take better action for retirement. This is because preparedness takes time, with those who felt prepared having started ...

Padua ends joint CEO structure

ELIZABETH FRY  |  THURSDAY, 4 DEC 2025
... Padua hit its stride commercially. The fintech now employs close to 90 staff across two offices, services more than 100 advice businesses and has completed its third capital raise. Recent acquisitions - Wealth Data and Wealth X - deepen its move into ...

Knight Frank launches private office in Australia

RIDDHIMA TALWANI  |  THURSDAY, 4 DEC 2025
Knight Frank has launched a private office in Australia to provide property-related advice from acquisition and sales to investment strategy, across every real estate sector. Working exclusively with high-net-worth individuals (HNWIs), family offices ...

Chalmers accused of sitting on advice for MIS reforms

ELIZA BAVIN  |  THURSDAY, 4 DEC 2025
... have been raised in the Senate Economics Legislation Committee over whether Treasurer Jim Chalmers has been sitting on advice for reforms related to the regulation of managed investment schemes. Senator for NSW Dave Sharma asked the Department of Treasury ...

ASIC eyeing advisers recommending private credit funds

ELIZA BAVIN  |  WEDNESDAY, 3 DEC 2025
... understand how retail private credit funds are distributed and, when distributed through advisers, test the quality of their advice." Kirkland said the regulator was also planning to look at fees, margin structures and conflicts of interest in the management ...