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Showing 291 - 300 of 10424 results for "Advice"

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 ...

Super funds most relied upon for advice: Survey

MATTHEW WAI  |  WEDNESDAY, 3 DEC 2025
Australians continue to seek advice from their super funds but struggle to know exactly when they can retire, an MFS Investment Management survey found. The 2025 MFS Global Retirement Survey - studying some 1000 participants across Australia, Canada ...

AZ NGA partners with Sydney Financial Planning

ANGELIQUE MINAS  |  TUESDAY, 2 DEC 2025
Advice platform AZ Next Generation Advisory (AZ NGA) has partnered with Sydney Financial Planning to grow the firm's presence. Through this collaboration, AZ NGA will expand its reach in the eastern suburbs, where Sydney Financial Planning bases its ...

More than 2000 advisers at risk as deadline looms

JAMIE WILLIAMSON  |  MONDAY, 1 DEC 2025
... balance - 2326 advisers - have yet to meet the qualifications standard required to continue providing personal financial advice from 1 January 2026. Of these, 836 may be eligible for the experienced provider pathway but their licensee is yet to notify ...

State Super integrates investments with Frontier Advisors

ELIZA BAVIN  |  MONDAY, 1 DEC 2025
... executive Andrew Polson said he was "tremendously excited to welcome Charles and his team into Frontier". "Our unconflicted advice model is well known in the market and that won't change. But Frontier can now provide investors with institutional grade ...

Advisers acquired 300k new clients in 2025: Report

KARREN VERGARA  |  MONDAY, 1 DEC 2025
... amounted to 300,000 in 2025, bucking the downward trend in recent years, an Investment Trends report shows. The 2025 Financial Advice Report found that after several years of decline in client acquisition, the trend has finally shifted The latest figures ...

Capital Haus acquires Adelaide advice firm, FUM to exceed $1bn

MATTHEW WAI  |  MONDAY, 1 DEC 2025
Capital Haus has acquired Adelaide's advice business Baker Young, with the firm to retain its brand and staff. Baker Young founders Alan Young and David Baker will remain in active advisory roles, as Capital Haus will also move its existing client to ...

ASIC suspends Newcastle advice firm's AFSL over missing key person

MATTHEW WAI  |  FRIDAY, 28 NOV 2025
ASIC has suspended the AFSL of Focused Financial Advice (FFA) until December 19, which has operated for more than two years without a key person. FFA was established in 2003 and provides financial services around superannuation, life insurance, retirement ...

Financially savvy Australians can add $1.2tn to wealth: Research

RIDDHIMA TALWANI  |  FRIDAY, 28 NOV 2025
... financial capability at age 65," the report read. The report pointed out the current disconnect in access to financial advice and called on advisers to deliver it through new and innovative forms, as well as embracing digital advice to bridge the existing ...