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Showing 71 - 80 of 10486 results for "Advice"

CALI seeks life insurers exemption from lead generation ban

RIDDHIMA TALWANI  |  TUESDAY, 9 JUN 2026
... basic information about financially protecting themselves and their loved ones. "One in two Australians want personalised advice about life insurance and more people are turning to online tools, including market comparison sites, to learn about life ...

King's honours list lauds two super fund chiefs

KARREN VERGARA  |  TUESDAY, 9 JUN 2026
... fund for more than 17 years, including 11 years as chief executive. She first joined in 2008 as executive manager, member advice. Between 2012 and 2015 she served as deputy chief executive before taking on the top job, succeeding Anne-Marie Corboy. Blakey ...

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI  |  FRIDAY, 5 JUN 2026
Count Financial has reportedly wound up its restricted self-managed superannuation fund (SMSF)/limited-advice service, losing some 26 advisers on the Financial Adviser Register (FAR), latest data shows. Padua WealthData's weekly adviser update shows ...

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA  |  FRIDAY, 5 JUN 2026
... and corporate finance services, catering to companies and institutional clients. The institutional dealing team provides advice, idea generation, site visits and roadshows focused on resources, mining services and small- to mid-cap Western Australia ...

Otivo launches AI-powered financial advice

MATTHEW WAI  |  THURSDAY, 4 JUN 2026
Otivo has launched a mobile app for Australians to access licensed advice powered by artificial intelligence (AI). The app is Australia's first licensed advice platform on mobile and operates under Otivo's Australian financial services licence ...

BT appoints new head of strategy

KARREN VERGARA  |  THURSDAY, 4 JUN 2026
... wealth management and product strategy which will be critical as we strengthen how we support advisers and quality financial advice to thrive, with better outcomes for clients," she said. Among the changes at Allianz Retire+ last year, David Kane, who ...

Super funds push back on CSLR: SMC

VINNY VUCAGO  |  TUESDAY, 2 JUN 2026
... from growing numbers of unpaid compensation claims linked to failed financial schemes. SMC noted the collapse of a single advice firm had already exceeded several years of the scheme's original actuarial costs forecasts, with claims related to the ...

NGS Super names chief member officer

RIDDHIMA TALWANI  |  TUESDAY, 2 JUN 2026
... member officer, who will lead the super fund's Member Business unit responsible for member growth, engagement, financial advice and user experience. Parsons has over 20 years' experience across superannuation, wealth management and broader financial ...

J.P. Morgan AM awarded fresh portfolio structuring mandate

MATTHEW WAI  |  TUESDAY, 2 JUN 2026
... accountability and transparency that sits at the heart of our investment philosophy." Canavan also noted 20% of its MDA funds under advice (FUA) are currently structured under this approach, providing greater flexibility to scale. "We have already successfully ...

Former Insignia boss joins InvestStream

MATTHEW WAI  |  MONDAY, 1 JUN 2026
A former Insignia Financial chief executive has joined the advisory board of InvestStream, spearheading its financial advice and engagement infrastructure as the firm's approach to close the advice gap. Renato Mota has joined the AI-powered infrastructure ...