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Showing 531 - 540 of 10426 results for "advice"

ASIC sues Fortnum Private Wealth

KARREN VERGARA  |  TUESDAY, 22 JUL 2025
... keeping purposes, from a prior licensee for about 9828 clients. It did not include records where FPW had delivered the advice." Brown went on to say that regulatory reporting of the incident and any client remediation was completed in a timely manner. ...

North inflows jump 60%

KARREN VERGARA  |  MONDAY, 21 JUL 2025
... for the first time since 2017. This reflects the impact of ongoing retention initiatives, including the launch of digital advice and the recent rollout of AMP Lifetime Super to about 140,000 Choice members, she said. George added that the firm "will ...

AMP appoints sales lead for North

ELIZABETH FRY  |  THURSDAY, 17 JUL 2025
... support for advisers across the country. Harry Georges has stepped into the role, bringing over 20 years of experience across advice, insurance, and platform distribution. Georges has led national and state-based sales teams at several organisations ...

Ascalon snaps up consulting talent

ELIZABETH FRY  |  THURSDAY, 17 JUL 2025
... design-building custom investment strategies across equities, fixed income, and SMA solutions. He has worked closely with independent advice firms to align investment solutions with both client goals and business strategy. With a background spanning ...

VFMC farewells asset allocation lead

ELIZABETH FRY  |  THURSDAY, 17 JUL 2025
... asset allocation team. His responsibilities at Frontier included providing analytical support to clients, asset allocation advice, and investment research. Prior to Frontier Advisors, he was with Fairfax Media as head of research and valuation analyst ...

Adviser exodus puts retirement savings at risk: CPA

KARREN VERGARA  |  THURSDAY, 17 JUL 2025
... propensity of retirees to leave their super funds and seek higher investment returns through risky investments, expert financial advice is needed now more than ever," he said. Unless urgent action is taken to reverse the increasing shortage of advisers ...

ASIC fines advice groups over unregistered advisers

JAMIE WILLIAMSON  |  THURSDAY, 17 JUL 2025
Two advice licensees have paid infringement notices after they were found to have authorised advisers and had them provide personal advice while unregistered. Skye Money and Smart Financial Capital have both paid fines of $31,300 to ASIC for authorising ...

IFS recovers $226m in unpaid super

MATTHEW WAI  |  WEDNESDAY, 16 JUL 2025
... easier to identify and act on non-compliance sooner." IFS provides support in unpaid super recovery, as well as financial advice, and consulting services to some industry funds. Furthermore, IFS said it is investing in technology and automation to enhance ...

Missing personal information can boost retirement income: Vanguard

KARREN VERGARA  |  WEDNESDAY, 16 JUL 2025
... retirement incomes by 3% to 51% compared to the minimum withdrawal strategy. Meanwhile, superannuation funds' limited advice guidance or "best-efforts strategy" increased projected annual retirement incomes by 3% to 34%, compared to the minimum withdrawal ...

TAL, Challenger help launch MLC Retirement Boost

KARREN VERGARA  |  TUESDAY, 15 JUL 2025
... Retirement Boost will be housed under the "Centre of Excellence", which will also have distribution specialists, digital advice and modelling tools, including a new Retirement Boost Optimiser tool. Hartley added that MLC Retirement Boost will provide ...