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Showing 21 - 30 of 10630 results for "advice"

ASIC hits Fidante private credit fund with interim stop order

KARREN VERGARA  |  TUESDAY, 13 OCT 2026
... Fidante from dealing in the product, giving a product disclosure statement for, or providing general financial product advice to retail clients recommending an investment in the product. With $799.9 million in assets at the end of June, the Ares Global ...

Fortnum pays $1.35m to settle ASIC lawsuit

MATTHEW WAI  |  TUESDAY, 13 OCT 2026
... agreement, Fortnum said. Fortnum noted ASIC "did not identify any client or adviser loss caused by the contraventions" and the advice firm's core systems were not compromised. "However, we apologise for the concern that this may have caused some ...

HUB24 boosts adviser engagement with new hire

MATTHEW WAI  |  TUESDAY, 13 OCT 2026
... and will work to increase adviser knowledge, engagement and strategy adoption, while developing digital tools to enhance advice strategies. She brings close to three decades of experience across the financial services industry, with an emphasis on life ...

Mason Stevens farewells managing director

MATTHEW WAI  |  MONDAY, 12 OCT 2026
... Taylor succeeds Jacqueline Fernley, who departed the firm in October 2025 to found arcpoint OCIO, a dedicated resource for advice practices, family offices and charities and foundations. The firm has since been awarded seven mandates, including the recent ...

Equip Super launches new campaign with Supercars champion

MATTHEW WAI  |  FRIDAY, 9 OCT 2026
... met with a financial adviser through a recommendation from some of the older guys I knew. They gave me some pretty direct advice about planning for the future, and I'm very thankful I listened to it," Courtney said. "I'm probably more engaged with my ...

Five V Capital portfolio value creation lead lands new gig

MATTHEW WAI  |  THURSDAY, 8 OCT 2026
... invested in the private equity portfolio, representing 0.4% of IFM's allocation. With around $1.3 billion in funds under advice, Black Kite targets technology and healthcare businesses operating in the lower and mid-market range, earning between ...

FAAA says super trustees should stump up for CSLR

RIDDHIMA TALWANI  |  THURSDAY, 8 OCT 2026
The Financial Advice Association Australia (FAAA) has called on Treasury to cut the Compensation Scheme of Last Resort (CSLR) special levy on the advice sector to zero and for superannuation trustees to stump up for the scheme. Treasury recently commenced ...

AMP Super launches new app

VINNY VUCAGO  |  THURSDAY, 8 OCT 2026
... position, plan for the future and manage income. The new AMP Super app will bring retirement projections, personalised digital advice and pension management together. AMP said the app aims to move beyond basic balance and performance information to give ...

ASIC sues another former Venture Egg adviser

VINNY VUCAGO  |  WEDNESDAY, 7 OCT 2026
... Osama Saad, alleging he participated in schemes designed to avoid conflicted remuneration laws and provided unsuitable advice that directed hundreds of clients' superannuation into the collapsed First Guardian Master Fund. Saad was an authorised representative ...

Macquarie completes audit review

ELIZA BAVIN  |  WEDNESDAY, 7 OCT 2026
... two of Macquarie's non-executive directors, Michelle Hinchliffe and Susan Lloyd-Hurwitz. The boards sought independent advice on these matters from Tom Bathurst." Hinchliffe met with KPMG staff before and during the audit tender process, in both a professional ...