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Showing 541 - 550 of 10432 results for "Advice"

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 ...

Padua Solutions buys up data provider

MATTHEW WAI  |  TUESDAY, 15 JUL 2025
... "Joining Padua presents an exciting opportunity to further enhance how our data insights drive positive outcomes in financial advice and financial services," Williams said. "Together, we will continue innovating to deliver unparalleled value and insights ...

Betashares acquires InvestSense, launches Trellia Wealth Partners

KARREN VERGARA  |  MONDAY, 14 JUL 2025
... investments, portfolio design and implementation support. This is in addition to providing practice management services to advice firms, consulting on matters such as succession planning, client engagement and intergenerational wealth strategies. The ...

Rainmaker names new executive director of research

ELIZA BAVIN  |  MONDAY, 14 JUL 2025
... "His appointment highlights our commitment to delivering superior industry-based research across superannuation, financial advice and investment management while strengthening our strategic engagement with our research clients." Speaking on his appointment ...

Ascalon continues to build its team

ELIZABETH FRY  |  THURSDAY, 10 JUL 2025
... clarity to everything she does," Roga added. For his part, Burton arrives with over 25 years of leadership in financial advice, private banking, and wealth strategy. He joins from Lonsec where he was head of sales. Burton has held senior roles at MLC ...