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Showing 461 - 470 of 10426 results for "advice"

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 ...

Clime investments chief resigns

KARREN VERGARA  |  MONDAY, 1 SEP 2025
... savings were reinvested into new advisers, operations staff, and investment specialists in funds management, operations and advice support. "Rebuilding Clime has also been about culture. We reset adviser incentives to create a path toward client ownership ...

AMP lifts advisers' efficiency game with Grow

MATTHEW WAI  |  MONDAY, 1 SEP 2025
... as nine in 10 Australians remain unadvised amid a "widening affordability gap", with a disconnect between the need for advice and the delivered service, AMP said - and the launch of Grow is in response to adviser feedback for clients who have simpler ...

Bravura, Future Group partner on digital advice

ELIZA BAVIN  |  MONDAY, 1 SEP 2025
... Financial services technology provider Bravura Solutions has partnered with Future Group for the initial phase of its digital advice rollout, which is now underway. The partnership will provide members pre-retirement personal advice tools, and a public-facing ...

FS Power50 shortlist revealed, voting opens

STAFF WRITER  |  SATURDAY, 30 AUG 2025
... 'influential' as individuals who have been, or continue to be, instrumental in shaping the future of financial advice in Australia. They are individuals who make a meaningful difference in their clients' financial wellbeing, actively participate ...

Trust key to client satisfaction in advice: Report

MATTHEW WAI  |  FRIDAY, 29 AUG 2025
Russell Investments' annual report on the value of financial advice shows ability to trust remains the core expectation when seeking advice. The 2025 Value of an Adviser Report, surveying some 700 Australian investors (advised and unadvised) and nearly ...

Government scraps inquiry into advice firm failures, Dixon Advisory

JAMIE WILLIAMSON  |  FRIDAY, 29 AUG 2025
... week, the committee advised the Senate it would not seek re-adoption of the inquiry and the Senate agreed. The Financial Advice Association Australia (FAAA) said it is "deeply disappointing" the inquiry will not continue. "The decision to end the Inquiry ...