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Showing 301 - 310 of 4373 results for "financial advice"

Otivo launches AI-powered advice tool

ELIZA BAVIN  |  TUESDAY, 1 APR 2025
Otivo has launched a new AI-powered advice tool that will give Australians "licensed financial advice" named Ask Otivo. The digital advice platform said the two-way, real-time advice tool is Australia's first AI-powered platform that will provide personalised ...

WT Financial enters JV with Merchant Wealth

ELIZA BAVIN  |  MONDAY, 31 MAR 2025
WT Financial Group has entered a 50/50 joint venture with Merchant Wealth Partners to invest in Australian financial advice practices. The newly established entity - WTL & MWP Investco (Investco) - intends to provide strategic growth capital to high-potential ...

Jones clarifies scope of new class of adviser

ANDREW MCKEAN  |  FRIDAY, 28 MAR 2025
... Management Companies (CSLR and Dixon Advisory) has been deferred from March 27 to July 28 - a four-month delay. The Financial Advice Association Australia's Phil Anderson described the delay as "frustrating" in light of the rising cost of the CSLR ...

FAAA expands policy team

ELIZABETH FRY  |  THURSDAY, 27 MAR 2025
The peak body for financial advisers has hired a policy and advocacy manager. Financial Advice Association Australia has appointed David Barrett to the newly created role, effective 24 March 2025. Based in Sydney, Barrett reports to the general manager ...

Infocus adds to leadership team

JAMIE WILLIAMSON  |  THURSDAY, 27 MAR 2025
... fosters growth, innovation, and operational excellence." Founder and managing director Darren Steinhardt said: "The financial advice sector is at a turning point and advisers need a trusted partner who not only understands their unique challenges but ...

DBFO reforms package 'pretty disappointing': FAAA

ANDREW MCKEAN  |  TUESDAY, 25 MAR 2025
The Financial Advice Association Australia (FAAA) has come out swinging against Treasury and its second tranche of draft Delivering Better Financial Outcomes (DBFO) reforms, saying it can't support them without "substantial change." FAAA chief executive ...

Tranche 2 of DBFO dumps SOAs, enables 'nudges'

JAMIE WILLIAMSON  |  FRIDAY, 21 MAR 2025
... about cutting red tape that adds to cost without providing a benefit to consumers. It will also expand access to financial advice about savings, retirement and insurance for all Australians," minister for financial services Stephen Jones said. "The government ...

Tranche 2 is coming before the election: Jones

ELIZA BAVIN  |  WEDNESDAY, 19 MAR 2025
... being the first necessary step to "fix the crisis". However, he also said there is still a way to go until the financial advice industry is where it should be. "The big nut to crack is how we ensure that more Australians have access to financial advice ...

Falcon Capital, First Guardian Master Fund set for liquidation

KARREN VERGARA  |  TUESDAY, 18 MAR 2025
... about and were misled on their potential returns. Thus far, ASIC found many investors were provided personal financial advice to rollover their superannuation into a retail choice fund that was then invested into the First Guardian Master Fund. Some ...

Ord Minnett poaches Perpetual advisers amid hiring spree

ANDREW MCKEAN  |  MONDAY, 17 MAR 2025
... "This addition of nine advisers is substantial in today's market, especially at a time when the demand for financial advice is high, and adviser numbers are low," Morris said. Likewise, Ords head of private wealth Frank Hegerty said it's encouraging ...