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Showing 471 - 480 of 10432 results for "Advice"

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 ...

Integro Private Wealth to expand national footprint

MICHELLE BALTAZAR  |  THURSDAY, 28 AUG 2025
Perth-based financial advice group Integro Private Wealth has recruited a former AMP partnership manager and beefed up its advice ranks as part of its ambitious expansion plans. Fresh from signing referral partnership deals with accounting practices ...

Shield-linked advice firm director, compliance manager banned

JAMIE WILLIAMSON  |  THURSDAY, 28 AUG 2025
... Shield to more than 750 clients who then collectively invested about $155 million, ASIC said. This was done via a "low cost advice project" the firm ran between September 2021 and February 2024, receiving referrals from lead generators. ASIC said the ...

Perpetual flags 'uncertainty' over wealth management sale

ELIZA BAVIN  |  THURSDAY, 28 AUG 2025
... progress. The wealth management business saw a 5% drop in underlying profit before tax to $51.5 million, however funds under advice rose 9% to $21.5 billion thanks to net inflows from a new institutional client and an improvement in equity markets. "We ...

Count sees $5.1m cost synergies from Diverger integration

ELIZA BAVIN  |  THURSDAY, 28 AUG 2025
... to $24.9 million and NPAT was up 89% to $10.9 million. Funds under management rose 24% to $3.9 billion and funds under advice saw an increase of 10% to $37.8 billion. In addition, Count delivered $5.1 million in cost synergies from the integration of ...