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Showing 461 - 470 of 10432 results for "Advice"

FEATURE: Back in action

ELIZA BAVIN  |  FRIDAY, 12 SEP 2025
... make a quick buck, it's actually far more of a long-term play. As Andrew Saikal-Skea, founder of Saikal-Skea Financial Advice, tells it, gearing - and specifically the use of margin loans - was a popular method of investing pre-Global Financial Crisis ...

AI adoption by investors 'grows rapidly': Research

RIDDHIMA TALWANI  |  THURSDAY, 11 SEP 2025
Investors turning to artificial intelligence (AI) for investment advice is rising, according to new survey from Chartered Accountants ANZ (CA ANZ). CA ANZ survey of 1000 Australian retail investors with more than $10,000 invested in the stock market ...

CSLR a 'shared responsibility' for all AFCA members: SMSFA

MATTHEW WAI  |  THURSDAY, 11 SEP 2025
... spread it across all Australian Financial Complaints Authority (AFCA) sub-sectors. The sentiment aligns with the Financial Advice Association Australia's (FAAA) suggestion earlier this month, noting that financial advisers should not be expected ...

BlackRock nabs $122bn Citi mandate

ELIZA BAVIN  |  FRIDAY, 5 SEP 2025
... Andy Sieg said the new model will benefit clients and accelerate growth at both firms. "We want to bring best-in-class advice, solutions and service to our clients, and we want to serve more of the world's changemakers. With this offering, we can ...

FEATURE: Hyped up

KARREN VERGARA  |  FRIDAY, 5 SEP 2025
... things like skilling employees, monitoring and reporting, and governance, along with costs around maintenance and expert advice. On the benefit side, though, Davis sees most state-of-the-art GenAI models in an enterprise system delivering accuracy rates ...

UniSuper hires from Lonsec

JAMIE WILLIAMSON  |  THURSDAY, 4 SEP 2025
... to help ensure the fund's solutions remain market-leading." He will also strengthen engagement with research houses and advice businesses, and support product development across the fund. "This appointment rounds out our very strong product leadership ...

ASIC culls red tape, sets sights on more

ELIZA BAVIN  |  WEDNESDAY, 3 SEP 2025
... more than 9000 pages of content - and regulatory roadmap pilots for small-company directors and providers of financial advice. ASIC said this would help those groups navigate their regulatory obligations. In addition, ASIC said it was reducing the complexity ...

FAAA calls for other sectors to help pay $67m CSLR bill

ELIZA BAVIN  |  WEDNESDAY, 3 SEP 2025
... submission to the Treasury consultation on the Compensation Scheme of Last Resort (CSLR) Special Levy for 2025/26, the Financial Advice Association Australia (FAAA) said financial advisers should not be expected to pay more than the $20 million sector ...

Former United Global Capital adviser banned

JAMIE WILLIAMSON  |  MONDAY, 1 SEP 2025
Former United Global Capital (UGC) adviser Milutin Petrovic is banned for six years after ASIC found he failed key advice obligations when recommending clients invest their retirement savings into the Global Capital Property Fund Limited (GCPF). Petrovic ...

ASIC piles more charges on Merhi

KARREN VERGARA  |  MONDAY, 1 SEP 2025
... Merhi to "allege he engaged in unconscionable conduct, failed to act in the best interests of clients, gave conflicted advice, and provided defective statements of advice whilst receiving millions of dollars". The regulator alleged he used marketing ...