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Showing 501 - 510 of 10425 results for "advice"

FAAA expands specialist education programs

MATTHEW WAI  |  THURSDAY, 7 AUG 2025
The Financial Advice Association Australia (FAAA) is looking to expand its Approved Specialisations Program, urging eligible education providers to sign up. The program has historically included specialisations in aged care, life risk and the Fellow ...

PC recommends switch to digital financial reporting

ELIZA BAVIN  |  WEDNESDAY, 6 AUG 2025
... King said. "With better access to this data, we can get more value out of our products and services and get insights and advice that could help us make better decisions." The report found improving people's ability to access data that relates to them ...

First Super reduces admin fees

JAMIE WILLIAMSON  |  TUESDAY, 5 AUG 2025
... to a saving of $10 per year. The asset-based component will remain unchanged at 0.18% for administration and 0.02% for advice, however First Super is introducing an asset-based fee cap of $1250. For pension members, the fund is introducing a weekly flat ...

Guilty plea entered in Ponzi scheme case

JAMIE WILLIAMSON  |  TUESDAY, 5 AUG 2025
... business without an AFSL and engaged in dishonest conduct in relation to a financial product or service, including providing advice. Through the unlicensed business, Arandez encouraged clients to invest in several business ventures belonging to him. ...

Treasury launches consultation on CSLR breaching sub-sector levy caps

KARREN VERGARA  |  FRIDAY, 1 AUG 2025
... stakeholders on the options available for dealing with a revised estimate that exceeds a sub-sector cap. For the financial advice sector, the estimate is larger than the $20 million levy cap. In January, the CSLR announced it estimates that financial ...

Overcoming the three-body problem in advice

JAMIE WILLIAMSON  |  FRIDAY, 1 AUG 2025
... Financial advisers have heard how an active, factor-based approach can help eliminate the three-body problem in financial advice. In 1867, Sir Isaac Newton identified the three-body problem. Relating to the laws of gravity, he found that it's impossible ...

ASIC calls out trustees 'passing the buck' on super switching

KARREN VERGARA  |  THURSDAY, 31 JUL 2025
... Guardian Master Fund mounts to $1 billion in losses. In his address at the Financial Services Council's (FSC) Shaping advice in a time of change event yesterday, ASIC chair Joe Longo reiterated that the regulators are investigating the entire ecosystem ...

Adviser banned for PRP supervision failures

MATTHEW WAI  |  THURSDAY, 31 JUL 2025
... provisional relevant provider (PRP) is now banned from the industry for five years. Ian Wailes Potter of Superannuation Advice Australia has been banned from providing any financial services, controlling or performing any function involved in a business ...

Former fund investment chief joins JANA

MICHELLE BALTAZAR  |  THURSDAY, 31 JUL 2025
... sector. In this role, Trusler will be responsible for overseeing investment strategy, governance, and general investment advice for clients. With more than 20 years industry experience under her belt, Trusler has held senior roles across asset management ...

Mulino sits on Tranche 2 for now, grapples with complexity

KARREN VERGARA  |  WEDNESDAY, 30 JUL 2025
... the "complex" second tranche of Delivering Better Financial Outcomes (DBFO) reforms is a top priority, but the financial advice sector should not expect it anytime soon. Mulino told the Financial Services Council's (FSC) Shaping advice in a time ...