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Showing 291 - 300 of 4373 results for "Financial advice"

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 ...

New SEC chair affirmed, FCA chief reappointed

MATTHEW WAI  |  FRIDAY, 11 APR 2025
... uncertainty. "With the ongoing market volatility and economic uncertainty, the need for professional, objective financial advice has never been greater," he continued. "The rules of the regulatory road must be clearly defined so financial advisers and ...

Clients' evolving circumstances a 'key barrier' for advisers: Netwealth

MATTHEW WAI  |  THURSDAY, 10 APR 2025
... periods. The targeted audience in the research were segregated into three categories: Newcomers - who have received financial advice for less than three years; Settled - between three to five years; and Loyals - for more than six years. By looking at ...

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

ANDREW MCKEAN  |  WEDNESDAY, 9 APR 2025
... it with "genuine opportunity" to offer what its members have been after for a long time - "access to personal financial advice at a fraction of traditional costs." "Having the ability to finally offer these clients and referral partners access to affordable ...

UGC's AFCA membership to cease

KARREN VERGARA  |  MONDAY, 7 APR 2025
... membership effective May 31. UGC, which is now in liquidation, began providing financial services, including financial advice, in 2017 to retail and sophisticated investors. ASIC's investigation into UGC found it advised prospective clients to establish ...

Count acquires Adelaide advice firm

MATTHEW WAI  |  MONDAY, 7 APR 2025
... partnerships." 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 ...

Aussies need help to navigate the great wealth transfer: Fidelity

MATTHEW WAI  |  FRIDAY, 4 APR 2025
... investment strategy once receiving an inheritance, and two in three would be at least somewhat likely to seek financial advice, Fidelity said. Although most said they would seek help from family members, close to two in five said they would consider ...

WTL mergers three advice firms amid joint venture

KARREN VERGARA  |  FRIDAY, 4 APR 2025
WT Financial Group (WTL) is consolidating three financial advice practices - Titan Financial Planning, Darwin Financial Services and Wealth Connect Financial Services - after announcing its joint venture with Merchant Wealth Partners this week. The ...

CSLR costs driven by poor advice: AFCA

ELIZA BAVIN  |  TUESDAY, 1 APR 2025
... the aim is to lead consumers into an investment that benefits the firm rather than the client." Singh said the financial advice industry "plays a crucial role as gatekeepers protecting consumers' wealth in and ensuring their financial security". "While ...