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Showing 71 - 80 of 9819 results for "advice"

Frontier promotes staffers

ELIZABETH FRY  |  THURSDAY, 20 MAR 2025
... Rask Australia, an investment research and education company. Goh will primarily focus on equities research and consulting advice. At the same time, long-serving senior consultant Andrew Longmore will take on the role of deputy head of the firm's ...

Jones calls out super sector, hints at more reform

ELIZA BAVIN  |  THURSDAY, 20 MAR 2025
... [super funds] haven't set themselves up to do properly is ensure that they are providing the service, communication and advice to members that they increasingly will need." Jones pointed to recent failings in the super sector, particularly when it ...

CFS Edge, North enhance platform capabilities

MATTHEW WAI  |  THURSDAY, 20 MAR 2025
... review meetings. "We're really excited by the disruptive potential of AI on North to improve efficiency and accuracy for advice practices when delivering advice at scale, without losing personalization," Maloney said. "With a simple and intuitive design ...

HeirWealth expands with private office partnership

MATTHEW WAI  |  THURSDAY, 20 MAR 2025
... well as non-traditional assets such as collectibles. Meanwhile, HTL Private Office, part of HTL Property Group, provides advice on real estate acquisitions, business ventures, and investments across all asset classes. HeirWealth chief executive and founder ...

Tranche 2 is coming before the election: Jones

ELIZA BAVIN  |  WEDNESDAY, 19 MAR 2025
... being the first necessary step to "fix the crisis". However, he also said there is still a way to go until the financial advice industry is where it should be. "The big nut to crack is how we ensure that more Australians have access to financial advice ...

AFCA opens consultation on financial elder abuse, family violence

KARREN VERGARA  |  WEDNESDAY, 19 MAR 2025
... difficulty' to 'financial hardship'. AFCA also discusses how it should deal with these issues in superannuation, investments, and advice complaints. In the nearly two years ending 31 May 2024, AFCA received 2140 complaints flagged as cases involving ...

Falcon Capital, First Guardian Master Fund set for liquidation

KARREN VERGARA  |  TUESDAY, 18 MAR 2025
... about and were misled on their potential returns. Thus far, ASIC found many investors were provided personal financial advice to rollover their superannuation into a retail choice fund that was then invested into the First Guardian Master Fund. Some ...

Ord Minnett poaches Perpetual advisers amid hiring spree

ANDREW MCKEAN  |  MONDAY, 17 MAR 2025
... "This addition of nine advisers is substantial in today's market, especially at a time when the demand for financial advice is high, and adviser numbers are low," Morris said. Likewise, Ords head of private wealth Frank Hegerty said it's encouraging ...

CareSuper to merge with meat industry fund

ANDREW MCKEAN  |  MONDAY, 17 MAR 2025
... members first and the importance of providing strong retirement outcomes combined with excellent service and personalised advice to our members," they said. "CareSuper is a mid-sized fund, so we're big enough to make a difference, but small enough to ...

AIOFP and IFPA enter 'strategic alliance'

ELIZA BAVIN  |  FRIDAY, 14 MAR 2025
... landscape. IFPA represents a community of approximately 4000 financial professionals spanning accounting, bookkeeping, financial advice, and superannuation. AIOFP represents around 5000 financial advisers operating under 120 AFSL practice members. Despite ...