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Showing 311 - 320 of 10423 results for "advice"

MLC Super adds advice, education head

MATTHEW WAI  |  WEDNESDAY, 26 NOV 2025
MLC Super has appointed a former AMP, Colonial First State and Zurich executive to lead its advice function. Craig Weber has joined the super fund as head of education and advice after spending over six years at Ignition Advice in a similar role. In ...

FX coaching platform handed additional conditions over compliance failures

MATTHEW WAI  |  WEDNESDAY, 26 NOV 2025
... consultant to review the business. LTT was granted an AFSL in January 2010, enabling the business to provide financial product advice about derivatives, foreign exchange contracts and securities to retail and wholesale clients. It was founded by the ...

Super funds lagging RIC obligations: Pulse Check

ELIZA BAVIN  |  WEDNESDAY, 26 NOV 2025
... retirement. Lastly, the report called for funds to start providing a range of retirement products, guidance and access to advice and services that collectively accommodate members' diverse needs and preferences and provide scope for members to tailor ...

DC funds "leaving member money on the table": Report

ANGELIQUE MINAS  |  WEDNESDAY, 26 NOV 2025
... financial literacy on people, so they struggle to know quite how to deal with choices," Urwin said. While some funds include advice platforms, for most DC organisations globally this option is too costly. "The other [approach] is that you create a form ...

Clime shutters two funds, offloads retail book

KARREN VERGARA  |  TUESDAY, 25 NOV 2025
... which is under an ASIC investigation, and will offload its retail client book for $1.65 million to an undisclosed financial advice practice. At the annual general meeting last week, Clime chair John Abernethy announced the closure of the Clime Australian ...

Entireti partners with Striver to shore up talent

ANGELIQUE MINAS  |  TUESDAY, 25 NOV 2025
... described the program as a step in the right direction to addressing the prolific demand and supply challenges of the financial advice profession; an issue which requires greater attention from all stakeholders including government, tertiary education ...

Mason Stevens secures mandate from UHNW advisory

ELIZA BAVIN  |  TUESDAY, 25 NOV 2025
... bespoke wealth management solutions, including personalised investment strategies, tax and estate planning, second-generation advice, philanthropy, and private client advisory services. "We are thrilled to welcome Garth and Cathy to the Mason Stevens ...

Diverged focus for HNWs presents adviser opportunity: Report

MATTHEW WAI  |  MONDAY, 24 NOV 2025
... high-net-worth (HNW) population continues to grow but so do risks related to their investments, as over a quarter now seek advice due to shifted priorities and a focus on private markets. LGT Wealth Management's 2025 State of Wealth report indicated ...

Advisers want to boost client book by 36%: CFS

KARREN VERGARA  |  MONDAY, 24 NOV 2025
... survey finds. Advisers on average have increased the number of clients served from 110 last year to currently 112, the 2025 Advice Practice Profitability Report shows, after canvassing 515 advisers and support staff. Ideally, though, they want to serve ...

APRA-regulated funds should not pay CSLR special levy: SMC

MATTHEW WAI  |  MONDAY, 24 NOV 2025
... Australians to contribute. The FY26 special levy is $47.3 million, and the estimated levy to be payable by the financial advice industry in FY27 is more than doubled ($126.9 million) - but that doesn't account for First Guardian and Shield. The Financial ...