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Showing 511 - 520 of 10503 results for "advice"

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 ...

FAAA award finalists named

STAFF WRITER  |  WEDNESDAY, 24 SEP 2025
The Financial Advice Association Australia (FAAA) has named the finalists in its annual awards program, including Adviser of the Year. The awards acknowledge members who are committed to delivering the highest standards of trusted and professional advice ...

S64, Vista Equity Partners roll out unit trust

KARREN VERGARA  |  WEDNESDAY, 24 SEP 2025
... alongside one of the largest and most experienced software investors. DASH partnered with S64 this year to provide financial advice firms access to private markets investments.

Shield collapse brings wholesale governance to the forefront

RIDDHIMA TALWANI  |  WEDNESDAY, 24 SEP 2025
... there is also a strong focus on clients' best interests, particularly when putting together portfolios and Statements of Advice. "What I'm hearing more from a governance perspective is the best interests of their clients... I think they are positive ...

Federal court slams director for 'fanciful' asset valuation

ELIZA BAVIN  |  TUESDAY, 23 SEP 2025
... corporate experience, and who was involved in raising very substantial sums of money, would not seek appropriate legal advice about obtaining an AFSL when it had clearly occurred to him that one might be necessary," Justice Derrington added.

Unprecedented US M&As a boon for Australia: BGA

KARREN VERGARA  |  MONDAY, 22 SEP 2025
... underserved market, and there needs to be more wealth advisers here." The US faces a similar talent shortage in financial advice. "There's always talk about need for more talent, because we have 100,000 advisers that will be likely to retire over ...

LGT Crestone unveils rebrand

ELIZA BAVIN  |  MONDAY, 22 SEP 2025
... a deep focus on our clients. "While our name is changing, our purpose is constant - to provide premium, global tailored advice and solutions with the same focus on local service and personal relationships as ever. We are excited to continue our growth ...

ASIC issues interim stop orders to RELI Capital

RIDDHIMA TALWANI  |  FRIDAY, 19 SEP 2025
... involved. The order is valid for three weeks unless revoked earlier and prevents the fund from giving product disclosure or advice to retail clients. The fund held $50.9 million in net assets under management as of December 2024 and provides investment ...

Stockspot reduces fees to increase accessibility

MATTHEW WAI  |  FRIDAY, 19 SEP 2025
... beneficial ownership of their investments on individual HINs, automatic rebalancing to keep risk in check, and professional advice and tax reporting. "Over the last decade, we've proven that this approach works. Our portfolios have outperformed 100% ...