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Showing 61 - 70 of 4369 results for "Financial Advice"

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 ...

AFCA membership extended for Shield, First Guardian-linked firms

KARREN VERGARA  |  WEDNESDAY, 4 MAR 2026
... AFCA received a total of 111,373 complaints in 2025, up 14% from the prior year. Large-scale collapses in the financial advice sector led to a 58% increase in investment and advice complaints, including a 59% increase from SMSFs.

MIS review ignores key issues: FAAA

KARREN VERGARA  |  TUESDAY, 3 MAR 2026
... addressing critical issues that could prevent another Shield Master Fund and First Guardian Master Fund disaster, the Financial Advice Association Australia (FAAA) says. The FAAA highlighted numerous omissions that should be addressed in the latest review ...

Research reveals 'alarming spike' in super switching

ELIZA BAVIN  |  FRIDAY, 27 FEB 2026
... calls by expanding anti-hawking laws to prevent contact aimed at generating or transferring leads for personal financial advice or super. "Australians urgently need a comprehensive set of consumer protections, or we risk further Shield and First Guardian-style ...

WT Financial Group focuses on B2B strategy as profits grow

MATTHEW WAI  |  FRIDAY, 27 FEB 2026
WT Financial Group (WTL), the ASX-listed financial advice group, saw its net revenue increase 17.8% to $15.4 million in the first half of FY26, as it continues to grow its Hubco and Investco strategy. Gross revenue and other income were $119.6 million ...

Evidentia hires from Vanguard

ELIZABETH FRY  |  THURSDAY, 26 FEB 2026
Evidentia Private has hired a Melbourne-based senior asset consultant to look after financial advice firms in Victoria and Tasmania. Matthew Cho joins from Vanguard, where he was most recently head of its multi-asset solutions business in Australia. ...

AFCA receives record complaints in 2025

MATTHEW WAI  |  THURSDAY, 26 FEB 2026
... spread across all financial products, including the demise of Shield and First Guardian Master Funds across the financial advice and superannuation sectors, AFCA said. Large-scale collapses in the financial advice sector led to a 58% increase in investment ...

CFS cuts ties with Otivo, launches own super advice

KARREN VERGARA  |  WEDNESDAY, 25 FEB 2026
... superannuation. Otivo is in partnership with NESS Super to help deliver to members fully personalised digital financial advice, which includes providing real-time advice on debt, like credit cards, mortgages and investment loans. Otivo also has a partnership ...

Zurich Financial Services to acquire ClearView

KARREN VERGARA  |  TUESDAY, 24 FEB 2026
... million in claims to more than 1000 policyholders. During the period, ClearView exited from wealth management and financial advice. ClearView shareholders will vote on the offer in mid-August. Justin Delaney, the chief executive of Zurich Australia and ...