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Showing 501 - 510 of 10507 results for "Advice"

Generation Life hires former Allianz Retire+ exec

ELIZA BAVIN  |  TUESDAY, 7 OCT 2025
... national footprint and amplifies the targeted promotion of our strategic product solutions across wealth management, financial advice and institutional engagement. Commenting on his new position, Rodda said he was excited to take on the role. "I see ...

Clime gains ground on culture, business model reset

KARREN VERGARA  |  FRIDAY, 3 OCT 2025
... consecutive losses of $3.8 million and $1.9 million in FY24 and FY23 respectively. It recently grew funds under management, advice and mandates to $1.7 billion, offering individually managed accounts, managed funds and separately managed accounts. What ...

Ironbark snaps up trio of hires to supercharge wholesale team

ELIZABETH FRY  |  THURSDAY, 2 OCT 2025
... director at Capital Group and strategic account manager at Perpetual Investments. He has over 20 years of experience spanning advice and asset management. Ironbark was recently named a finalist for Distributor of the Year at the 2025 Zenith Fund Awards. ...

Aware Super launches digital advice tool for retirees

ELIZA BAVIN  |  THURSDAY, 2 OCT 2025
Aware Super has launched a new digital advice solution to help members with retirement planning. The tool, named Retirement Manager, was designed in conjunction with Bravura Solutions. Aware Super said members can use the tool to determine how much ...

Vast majority of advised Australians "tangibly" better off: FAAA

RIDDHIMA TALWANI  |  THURSDAY, 2 OCT 2025
A survey by the Financial Advice Association Australia (FAAA) found Australians with a financial adviser are more confident in their perceived quality of life. According to the FAAA's 2025 Value of Advice Index, 93% of advised Australians say they are ...

Managed portfolios now the default: AMP

ANGELIQUE MINAS  |  THURSDAY, 2 OCT 2025
... portfolios and investments David Hutchison said: "The question is no longer whether managed portfolios will dominate the advice landscape - but how quickly innovation will reshape their form and function, delivering better client outcomes and more efficient ...

Entireti launches SMA, portfolio management service

ANGELIQUE MINAS  |  WEDNESDAY, 1 OCT 2025
... Financial Services, and Entireti Alliances. Salita functions to streamline solutions for the implementation of investment advice and deliver enhanced client outcomes. It features a range of actively managed, cost-effective SMAs, with options for accumulation ...

Lorica Partners, Multiforte Financial Services merge

RIDDHIMA TALWANI  |  WEDNESDAY, 1 OCT 2025
Financial advice firm Lorica Partners is merging with Multiforte Financial Services, uniting the two companies under the Lorica Partners brand. Multiforte's clients will continue working with existing advisers for the next 12 months, as the staff ...

Super complaints decline year-on-year: AFCA

ELIZA BAVIN  |  WEDNESDAY, 1 OCT 2025
... related to account administration issues, followed by group life insurance (37%), and death benefits 10.3%. In the financial advice sector, United Global Capital had the most complaints with 605, followed by Interprac with 125 and APT Strategy with 49. ...

3500 advisers at risk as deadline looms

JAMIE WILLIAMSON  |  TUESDAY, 30 SEP 2025
... financial advisers to review the accuracy of their Financial Adviser Register profile if they intend to continue providing advice into 2026 and beyond. The regulator said, based on current information, some 3459 advisers may be unable to provide advice ...