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Showing 511 - 520 of 10426 results for "advice"

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 ...

Sequoia resumes trading after ASX query

ELIZA BAVIN  |  WEDNESDAY, 30 JUL 2025
... representatives of InterPrac. ASIC said certain authorised representatives of Venture Egg provided personal financial product advice to consumers who invested in the Shield Master Fund and the First Guardian Master Fund.

Pinnacle backs private markets managed accounts

ELIZA BAVIN  |  WEDNESDAY, 30 JUL 2025
... private markets. The technology powering the platform is based on OpenInvest's infrastructure used across the retail advice, stockbroking and asset management sectors and is being adapted by FinCap to meet the more complex demands of private market ...

Rest calls for super performance test reforms

ELIZA BAVIN  |  TUESDAY, 29 JUL 2025
... as soon as possible. Rest said the reforms will provide a pathway for funds to increase the scope and reach of financial advice, while maintaining strong consumer protections. The super fund said it also backs submissions made by Super Members Council ...

Advisers overlook hype, embed AI in practice: Investment Trends

KARREN VERGARA  |  TUESDAY, 29 JUL 2025
... want next. Interestingly, when asked about their preferred access points for AI, advisers favour integration within their advice software, especially for client-facing and strategic tasks," said Investment Trends director Cameron Spittle. While the survey ...

Fitzpatricks advice GM resigns

KARREN VERGARA  |  TUESDAY, 29 JUL 2025
Fitzpatricks Financial Group has rejigged the role of its chief executive following the general manager for advice's decision to step down from the private wealth subsidiary. Fitzpatricks Advice Partners' general manager of advice Jasia Fabig has resigned ...

Buyers demand HNW advice practices: Radar Results

KARREN VERGARA  |  TUESDAY, 29 JUL 2025
Financial advice practices that service high-net-worth (HNW) clients and earn more than $1 million in recurring revenue are in high demand from acquirers, according to Radar Results. Buyers are also keen on institutional licensees and private wealth ...

Lipman Burgon taps former Koda Capital head of research

MICHELLE BALTAZAR  |  MONDAY, 28 JUL 2025
... Lipman Burgon's growth. "The firm's combination of governance discipline, behavioural insight, and deeply personal advice sets it apart," he said.

FSC explores if adviser licensing framework remains 'fit for purpose'

MATTHEW WAI  |  MONDAY, 28 JUL 2025
... Financial Services Council (FSC) has released a green paper addressing the case for reforming Australia's financial advice licensing framework to better progress the advice sector against today's challenges. FSC's The Value and Future of ...

ASIC loses appeal against Finder Wallet

MATTHEW WAI  |  FRIDAY, 25 JUL 2025
... ongoing difficulties in regulating products relating to crypto assets. "A range of Australian laws apply to entities giving advice, dealing, providing insurance, or providing other intermediary services for crypto assets that are financial products. ...