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Showing 501 - 510 of 10501 results for "advice"

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 ...

CSLR publishes paid claims details

JAMIE WILLIAMSON  |  FRIDAY, 26 SEP 2025
... 291 of which were made in relation to Dixon Advisory. The overwhelming majority of payments relate to personal financial advice, with close to $37 million so far paid to Dixon Advisory and Superannuation Services clients. This is followed by 61 claims ...

Feature: Digital advice | Sleeping giant

KARREN VERGARA  |  FRIDAY, 26 SEP 2025
About three years ago, robo-advisers, one by one, began dropping like flies. The likes of Six Park, Upstreet and Advice Intelligence either folded or were acquired. Even Ellerston Capital's ethically based robo-adviser, which launched in early 2023 ...

AFCA temporarily reinstates UGC to address complaints

RIDDHIMA TALWANI  |  FRIDAY, 26 SEP 2025
... many consumers were unable to lodge complaints in time as they did not understand the connection between the financial advice they received to the collapse of Shield and First Guardian. AFCA said the decision comes under exceptional circumstances and ...

Retirees should put 80% of balance into annuities: Grattan

RIDDHIMA TALWANI  |  THURSDAY, 25 SEP 2025
... for free guidance services for retirees directly administered by the government, which will more likely be trusted than advice offered by super funds. "Super funds have a growing and important role in helping their members navigate retirement planning. ...

Macquarie to pay Shield victims in full

JAMIE WILLIAMSON  |  THURSDAY, 25 SEP 2025
... these members to the position they were in before their retirement savings were eroded." Taking to LinkedIn, Financial Advice Association Australia general manager of policy, advocacy and standards Phil Anderson welcomed the move by Macquarie. "This ...

SMC calls for simplified retirement system

ELIZA BAVIN  |  WEDNESDAY, 24 SEP 2025
... information about members to group retirees in cohorts that reflect people's situations; connect retirement tools and advice with Age Pension rules to make things easier to understand and use; recognise that most retirees take out more than the minimum ...