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| | | ... 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 ... |
| | | | ... 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 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 ... |
| | | | 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's growth. "The firm's combination of governance discipline, behavioural insight, and deeply personal advice sets it apart," he said. |
| | | | ... 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 ... |
| | | | ... 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. ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
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