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Showing 11 - 20 of 4393 results for "Financial advice"

Centrepoint completes $3m client book acquisition

VINNY VUCAGO  |  THURSDAY, 2 JUL 2026
... the client books and employed advisers from Cairns Wealth and Pinnacle Wealth further expanding its salaried financial advice business. The ASX-listed advice group confirmed final settlement of the transaction occurred July 1, following agreements announced ...

Tribunal shortens financial adviser's five-year ban

KARREN VERGARA  |  WEDNESDAY, 1 JUL 2026
... Financial adviser Christian Henry has scored a partial win in reducing ASIC's five-year ban on providing personal financial advice to three years upon appeal. Henry was initially banned by ASIC while he worked at MWL Financial Services over advice ...

Esencia seals third merger

VINNY VUCAGO  |  WEDNESDAY, 1 JUL 2026
... Fenning said the firm continues to attract interest from like-minded advice business as consolidation across the financial advice sector gathers pace. "Esencia Wealth is building something genuinely special - a national advice business centred on great ...

Advice fee spike raises super concerns: SMC

VINNY VUCAGO  |  MONDAY, 29 JUN 2026
... SMSFs, and faster implementation of the Delivering Better Financial Outcomes reforms. Schubert said access to financial advice remained important, but stronger safeguards were needed. "Great advice plays a really important role in helping Australians ...

FSC links active super choices to stronger retirement outcomes

VINNY VUCAGO  |  FRIDAY, 26 JUN 2026
Australians who actively engage with their superannuation and seek financial advice could significantly improve their retirement outcomes, according to new research commissioned by the Financial Services Council (FSC). The research, conducted by NMG ...

Kudu continues Australian expansion with fresh investment

MATTHEW WAI  |  THURSDAY, 25 JUN 2026
... market for wealth management, supported by strong secular growth drivers and increasing demand for high-quality financial advice," Shin said. "AFPG has built an impressive business with a clear vision and strong leadership. We are delighted to partner ...

FEATURE | Member engagement | On the ball

KARREN VERGARA  |  TUESDAY, 23 JUN 2026
... engagement is increasing. People are becoming more aware, and switching behaviour is rising." Members' uptake on financial advice and SMSFs launching are also trending up. "Fewer people are receiving financial advice than before, but those who do ...

Poor succession plans expose advice firms to crisis events: Report

KARREN VERGARA  |  THURSDAY, 18 JUN 2026
Most financial advice practices are ill-prepared to manage the sudden death or permanent disablement of a principal, according to new research, underscoring widespread gaps in succession and contingency planning. Business Health's newly released What ...

Budget changes could drive SMSF adoption: FAAA

VINNY VUCAGO  |  MONDAY, 15 JUN 2026
The Financial Advice Association Australia (FAAA) has warned the government's proposed capitals gains tax (CGT) and negative gearing reforms could unintentionally drive Australians towards self-managed super funds (SMSFs) as a vehicle for residential ...

Product showcase: Reframing financial advice

THE FINANCIAL STANDARD TEAM  |  MONDAY, 15 JUN 2026
A diversified approach for a changing tax landscape The retirement savings confidence gap between 'advised' and 'unadvised' Australians is set to widen following the Federal Budget handed down in May. The Budget announcement introduced ...