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Showing 391 - 400 of 10432 results for "Advice"

Shield, First Guardian fallout calls for tougher scrutiny on research houses, licensee governance

MATTHEW WAI  |  FRIDAY, 24 OCT 2025
... requires an urgent shakeup. Speaking to Financial Standard, Akambo managing director Joe Akiki has warned that financial advice firms without a sound governance framework will be prone to the rapidly changing environment, as platform providers and regulators ...

JANA bolsters senior team with three key appointments

ELIZABETH FRY  |  THURSDAY, 23 OCT 2025
... leaders brings deep expertise and a client-first mindset that strengthens our ability to provide strategic, high-quality advice across a range of asset classes," she added. "As JANA continues to grow, these appointments ensure we remain agile, forward-looking ...

ASIC bans adviser attached to UGC, MWL

ELIZA BAVIN  |  THURSDAY, 23 OCT 2025
... involved in the carrying on of a financial services business for seven years. The regulator said Videkanic gave inappropriate advice to certain clients which was not in their best interests between July 2020 and February 2024. ASIC said Videkanic advised ...

Complaints still too high: AFCA annual review

ANGELIQUE MINAS  |  THURSDAY, 23 OCT 2025
... review shows that in FY25, and for the second consecutive year, more than 100,000 complaints were lodged. In investments and advice, large scale collapses in the financial advice industry contributed to high volumes of complaints against advisers and ...

Insignia Financial posts strong quarter

MATTHEW WAI  |  THURSDAY, 23 OCT 2025
... Expand platform in August." He also added that the acquisition of PMD Financial Advisers has expanded the capacity of its advice business. "Our advice business, Shadforth Financial Group, continued to scale its national footprint with the acquisition ...

Rumours swirl around Perpetual's wealth business sale

ELIZA BAVIN  |  THURSDAY, 23 OCT 2025
... positive quarter for the business, with each of our three business lines reporting growth in assets managed, assets under advice or administration, largely benefitting from continued growth in markets in which they operate," Reilly said. "In our asset ...

Feature: Retirement | Rewarding risk

LACHLAN COLQUHOUN  |  WEDNESDAY, 22 OCT 2025
... secret weapon These are sentiments echoed by John Manserra, a senior financial adviser and director at Geelong-based Apex Advice. Manserra's client base are unlikely to be described as 'high-net-worth individuals' but he says many of them ...

ASIC slaps MWL adviser with ban over Shield involvement

MATTHEW WAI  |  WEDNESDAY, 22 OCT 2025
... on October 20, but the review application of ASIC's decision is ongoing. According to ASIC, Spooner gave inappropriate advice when he recommended clients invest most of their superannuation in the High Growth and Growth options of the Shield Master Fund ...

Australian Ethical appoints chief operating officer

ANGELIQUE MINAS  |  WEDNESDAY, 22 OCT 2025
... across legal, investment, transformation and operational efficiency within superannuation, investment management, financial advice and banking services, to the role. Lane was most recently consulting to Australian Retirement Trust on a transformation ...

HUB24 sees $5.2bn in net inflows

ANGELIQUE MINAS  |  TUESDAY, 21 OCT 2025
... use HUB24's platform and services, it said, highlighting that it ranked first in the Adviser Ratings 2025 Australian Advice Landscape Report for Overall Satisfaction and ranked first in nine out of 10 other categories. HUB24 continues its growth ...