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Showing 51 - 60 of 4367 results for "Financial advice"

FEATURE | Regulation: Picking up the pieces

KARREN VERGARA  |  TUESDAY, 24 MAR 2026
... a case of deja vu, the catastrophes of Shield and First Guardian have set off unsavoury repercussions for the financial advice profession, having barely shaken off the disrepute from th Financial Services Royal Commission. Good apples Freshwater Wealth ...

FSC questions SMC's claim on younger members' super switches

RIDDHIMA TALWANI  |  MONDAY, 23 MAR 2026
... platforms from default funds are typically older investors with higher balances who have received professional financial advice. SMC found in 2024-25, 68% of Australians who switched out of the five profit-to-member funds into for-profit platform-based ...

FAAA urges inclusion of advisers on occupational shortage list

ELIZA BAVIN  |  THURSDAY, 19 MAR 2026
The Financial Advice Association Australia (FAAA) has made a submission to the Jobs and Skills Australia (JSA) consultation on the 2026 Occupation Shortage List Stakeholder Survey. FAAA chief executive Sarah Abood said there is "substantial evidence" ...

Arthur J. Gallagher & Co. acquires Asset Partners Private Wealth

KARREN VERGARA  |  WEDNESDAY, 18 MAR 2026
Arthur J. Gallagher & Co. (AJG) has acquired Queensland financial advice firm Asset Partners Private Wealth. Robina-based Asset Partners Private Wealth was acquired for an undisclosed amount by Illinois-headquartered AJG. The advice firm previously ...

Ironbark brings businesses under one national banner

RIDDHIMA TALWANI  |  WEDNESDAY, 18 MAR 2026
... Victoria, Tasmania, South Australia and the ACT. While Ironbark Advice delivers advice for all stages of life, from financial advice, lending and wealth protection to accounting and aged care, Ironbark Private Wealth provides solutions for high-net-worth ...

Treasury proposes advice education standard reforms

KARREN VERGARA  |  TUESDAY, 17 MAR 2026
Treasury is proposing to overhaul the curriculum and learning outcomes for new entrants in financial advice, admitting that current requirements are "excessive compared to other professions". The new consultation proposes the pathway to becoming a financial ...

CALI pushes for advice reforms as Australians turn to AI

RIDDHIMA TALWANI  |  TUESDAY, 17 MAR 2026
... reforms, the Council of Australian Life Insurers (CALI) said. Research by CALI found three in five Australians trust financial advice received from AI-powered programs such as ChatGPT. CALI warned this growing dependence on informal channels puts working ...

Super tax changes shake HNWs' retirement confidence: Report

JAMIE WILLIAMSON  |  MONDAY, 16 MAR 2026
... Division 296 is only the most recent chapter." Generation Life added that the findings underscore the importance of financial advice, with close to one-third of HNW respondents saying their adviser helped provide reassurance; 86% of those with ongoing ...

Clime offloads advice business, keeps 10% stake

KARREN VERGARA  |  MONDAY, 16 MAR 2026
Clime Investment Management is offloading its financial advice unit for $6.5 million to an unnamed group but will retain a 10% interest in the newly combined business. Clime Advice, which has $2 billion in funds under advice (FUA), will continue to ...

Iress fills APAC wealth role from within

ELIZABETH FRY  |  THURSDAY, 5 MAR 2026
Iress, the financial advice software provider, has promoted from within to fill the top role in its Asia Pacific wealth business, following the departure of a long-serving executive. Sam Wall has stepped into the role of acting chief executive, succeeding ...