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Showing 521 - 530 of 10432 results for "Advice"

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. ...

Two more Shield Master Fund advisers banned

MATTHEW WAI  |  FRIDAY, 25 JUL 2025
... May 2025. The banning period for both advisers commenced on July 18. ASIC found that both advisers gave "inappropriate advice" to their clients, including the recommendation of investing their super into the High Growth class or the Growth class of the ...

Ascalon snags Evidentia executive

MATTHEW WAI  |  FRIDAY, 25 JUL 2025
... deputy chief executive. He will drive Ascalon's investment research and consulting initiatives, working closely with advice firms to build investment solutions that align with strategic goals and deliver tailored practical outcomes. Jain brings over ...

Picture Wealth named fastest-growing planner: report

MICHELLE BALTAZAR  |  THURSDAY, 24 JUL 2025
... that of the 15,000-plus registered financial advisers, only 12,000 are client-facing to service approximately 12 million advice-ready Australians. The sector needs to move from an industry average ratio of 1 adviser to 141 clients, which is the current ...

REI Super delivers double-digit returns in FY25

MATTHEW WAI  |  THURSDAY, 24 JUL 2025
... savings while delivering competitive costs and high-quality personalised service across investments, insurance, and in-house advice." The super fund is the latest to achieve double digits returns with its balanced option, following the likes of Prime ...