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Showing 281 - 290 of 4371 results for "financial advice"

Finchley & Kent adopts Padua Solutions tech suite

JAMIE WILLIAMSON  |  MONDAY, 5 MAY 2025
... Esler said. "Finchley & Kent's fresh approach to advice aligns perfectly with our commitment to transforming financial advice through innovative, accessible technology." Advisers will immediately benefit from reduced complexity and enhanced productivity ...

Rest details internal program to reform death benefit processes

ANDREW MCKEAN  |  FRIDAY, 2 MAY 2025
... with more than one million under the age of 30. The spokesperson said these members are less likely to access financial advice or engage in estate planning, and just 4% have a binding death benefit nomination in place. "This can add time and complexity ...

Federal Court hammers defunct advice firm with $11m penalty

ANDREW MCKEAN  |  MONDAY, 28 APR 2025
... for the consumers involved," Court said. "Financial services licensees who employ advisers to provide personal financial advice need to ensure that they place their clients at the forefront. "The size of today's penalty demonstrates the seriousness of ...

Spender criticises Labor's 'lack of urgency' on advice reforms

ELIZA BAVIN  |  THURSDAY, 17 APR 2025
... Wentworth Allegra Spender criticised the government for its lack of action on urgent advice reforms. Speaking at the Financial Advice Association Australia's (FAAA) federal election financial services summit, Spender said while minister for financial ...

Div 296 must proceed to strengthen 'fairness' in superannuation: ASFA

MATTHEW WAI  |  THURSDAY, 17 APR 2025
... indexation on the threshold. This includes the independent member for Wentworth Allegra Spender who attended the Financial Advice Association of Australia's Federal Election Summit today, labelling the tax on unrealised gains a "very bad policy". ...

Centrepoint Alliance to acquire Brighter Super's advice book

ANDREW MCKEAN  |  WEDNESDAY, 16 APR 2025
... to 400 clients, generating $1 million in annual revenue, transition to Centrepoint's salaried advice arm, Financial Advice Matters (FAM), which manages around $1 billion in funds under advice. Only those that agree to transition will be factored ...

Coalition targets 'ambitious' goal of 30k advisers

ELIZA BAVIN  |  TUESDAY, 15 APR 2025
... Treasurer Luke Howarth have announced a range of measures the Coalition would be looking to prioritise for the financial advice industry if elected on May 3. Among these policies, Taylor and Howarth said the Coalition would make access to affordable ...

Aussies prefer advisers, analyst notes over social media

KARREN VERGARA  |  TUESDAY, 15 APR 2025
... Superannuation Funds of Australia (ASFA) survey found that young Australians are increasingly relying on social media for financial advice, which puts them at risk of investment scams. Young Australians aged 18-34 are twice as likely to source financial ...

HUB24 sees record quarterly inflows of $4.9bn

ELIZA BAVIN  |  TUESDAY, 15 APR 2025
... volatility, our business is resilient and operated in structurally growing markets, where there is strong demand for financial advice underpinned by demographic shits and a government mandated superannuation system."

Future Group positions super offerings for growth

JAMIE WILLIAMSON  |  FRIDAY, 11 APR 2025
... reduction and access to an enhanced range of investment options. They will also now have access to intra-fund financial advice. "Bringing together our back-office investment structures will allow us to pass on the benefits of scale to our members. We're ...