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Showing 31 - 40 of 4393 results for "Financial advice"

CSLR levy must be directed towards bad actors: Burgess

MATTHEW WAI  |  FRIDAY, 29 MAY 2026
... "It also ignores the fact that SMSF investors are eligible because they are a retail client who has paid for financial advice from a licensed financial adviser to invest in a regulated retail financial product, and as a result have fallen victim to poor ...

Small pocket of failed measures can 'blow the entire business': Anderson

MATTHEW WAI  |  FRIDAY, 29 MAY 2026
The Financial Advice Association Australia (FAAA) general manager of policy, advocacy and standards Phil Anderson warned licensees to improve their control measures for authorised representatives to avoid any unintended consequences. Breaking down licensees' ...

FAAA pushes for 'fundamental' changes to CSLR

KARREN VERGARA  |  TUESDAY, 26 MAY 2026
The Financial Advice Association of Australia (FAAA) is pushing for "fundamental changes" to how the Compensation Scheme of Last Resort (CSLR) is funded, arguing it would be detrimental to financial advisers and small businesses if it continues in its ...

Cbus pushes for lead generator ban

VINNY VUCAGO  |  TUESDAY, 26 MAY 2026
... had emerged as a workaround following the post Banking Royal Commission ban on cold-call sales for super and financial advice. Operators instead rely on online mechanisms to harvest personal data and funnel consumers toward super switching and investment ...

AIOFP partners to launch adviser protection program

MATTHEW WAI  |  TUESDAY, 26 MAY 2026
... and Netwealth to withdraw access for InterPrac advisers. "At a time when less than 10% of Australians receive financial advice, the industry should be focused on expanding access - not narrowing it," Pettiona said. "Technology has a critical role to ...

Super fund-backed AFSL adviser numbers drop: Rainmaker

RIDDHIMA TALWANI  |  FRIDAY, 22 MAY 2026
... contraction contrasts sharply with the expansion in both membership and funds under management," the report said. "The financial advice workforce continues to contract, limiting the capacity of traditional, in-person models to meet this level of demand. ...

Proposed CGT reforms could upend HNW low advice demand

KARREN VERGARA  |  FRIDAY, 22 MAY 2026
... survey conducted by the Stockbrokers and Investment Advisers Association (SIAA), Praemium and CoreData reveals financial advice has not kept up with the HNW population's booming wealth. It is ultimately widening the gap between demand and access ...

Digital advice now available for Future Super members

MATTHEW WAI  |  FRIDAY, 22 MAY 2026
... other super funds have ramped up Midwinter-based initiatives to support members with more accessible, real-time financial advice.

Data, compliance key to successful technology-enabled advice

KARREN VERGARA  |  WEDNESDAY, 20 MAY 2026
While financial advice firms are at different stages of embracing artificial intelligence (AI), experts urge not to overlook two key areas before they go all in: data quality and compliance. Before considering anything else, a panel of technology and ...

Bell Financial launches Tandem Capital

VINNY VUCAGO  |  WEDNESDAY, 20 MAY 2026
... includes Tandem Securities and Tandem Clearing. Fox said the addition strengthens the group's ability to provide financial advice firms with either end-to-end or tailored solutions designed to complement their existing client propositions. Founded ...