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Showing 11 - 20 of 294 results for "Advice services"

Advice industry under strain amid crisis of inefficiencies: Elemnta

MATTHEW WAI  |  TUESDAY, 11 NOV 2025
... is closer to 86%, nearly doubling advisers' perception. "Such a blind spot is limiting practices to price their advice services accurately, or plan capacity to reflect their true workload. It is also leaving many operating on razor-thin margins and struggling ...

ASIC cracks down on adviser CPD failures

ELIZA BAVIN  |  FRIDAY, 7 NOV 2025
... hours); and tax (financial) advice (five hours where the financial adviser is authorised to provide tax (financial) advice services to retails clients).

Aware Super, TelstraSuper advance merger plans

KARREN VERGARA  |  TUESDAY, 7 OCT 2025
... members, McLoughlin added that the scale will allow the fund to continue to grow its Australian-based call centre and advice services, secure premium investment opportunities and continue its investment in digital tools. While it is "business as usual" ...

‍Padua recruits tech professional

ELIZABETH FRY  |  THURSDAY, 19 JUN 2025
... we continue to grow and evolve in a rapidly changing industry.". At the forefront of data-driven, tech-enabled advice services, Padua meets the increasing demand for efficient, high-quality, and cost-effective tech-enabled paraplanning and transition ...

Centrepoint Alliance locks in hundreds of Brighter Super advice clients

ANDREW MCKEAN  |  FRIDAY, 23 MAY 2025
... of these members. Brighter Super, which has over 280,000 members, selected Financial Advice Matters to provide advice services for members requiring "more complex, personalised support." Brighter Super members eligible to transition had until May 16 ...

AIOFP partners with fintech firm to offer white-labelled digital advice

ANDREW MCKEAN  |  WEDNESDAY, 9 APR 2025
... members and 5000 financial advisers. Through the partnership, AIOFP members will be able to offer digital or hybrid advice services to clients. It will also enable all client cohorts to access single topic advice, delivered under the moneyGPS AFSL. The ...

Count acquires Adelaide advice firm

MATTHEW WAI  |  MONDAY, 7 APR 2025
... Johnston Grocke brings $3.8 million in new revenue to Count's business and over half (60%) comes from financial advice services, Count said. Once the merger completes in May, Count Adelaide will carry forward the combined business approaching $10 million ...

FAAA expands policy team

ELIZABETH FRY  |  THURSDAY, 27 MAR 2025
... Bank, Barrett held various senior roles; most recently, he was division director and head of Macquarie technical advice services. He was also a member of the Financial Services Council's Advice Board Committee and Superannuation Board Committee ...

Almost half of HESTA members retire involuntarily

ELIZA BAVIN  |  MONDAY, 10 FEB 2025
... reforms that help to improve retirement outcomes at scale through providing the flexibility for funds to shape their advice services to the needs of their members," Blakey said. "If super funds can consider a member's personal and household circumstances ...

Prime Super refreshes executive lineup

ELIZABETH FRY  |  FRIDAY, 29 NOV 2024
... leading the dealership services team as head of advice delivery at ANZ Bank, and also worked as general manager of advice services and head of products and marketing at National Australia Bank.