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Showing 1 - 10 of 99 results for "Advice needs"

FAAA urges inclusion of advisers on occupational shortage list

ELIZA BAVIN  |  THURSDAY, 19 MAR 2026
... demand." The FAAA said the demand for advice is growing with an estimated 15.9 million Australian adults with unmet advice needs with 1.3 million people planning to see an adviser in the next two years. "Research has also indicated that demand is particularly ...

Aged care advice needs regulatory intervention: Research

ANGELIQUE MINAS  |  TUESDAY, 10 FEB 2026
In a new report, The risk of unrelated aged care advice: protecting older Australians and ensuring quality advice paper, Aged Care Steps identifies key issues with how aged care advice is being provided in Australia, calling for reform. Older Australians ...

Advisers acquired 300k new clients in 2025: Report

KARREN VERGARA  |  MONDAY, 1 DEC 2025
... savings, ability to meet every day and discretionary needs, and overall financial wellbeing. They also have more unmet advice needs, particularly in areas such as growing superannuation, retirement planning, and managing debt," Cappe said. Of the 7549 ...

Entireti partners with Striver to shore up talent

ANGELIQUE MINAS  |  TUESDAY, 25 NOV 2025
... tertiary education institutions and service providers to the industry, he added. "We need more advisers to meet the advice needs of Australians and close the advice gap, and that includes investing in the next generation," Younger said. "As one of the ...

Buyers demand HNW advice practices: Radar Results

KARREN VERGARA  |  TUESDAY, 29 JUL 2025
... clients bring more than just larger portfolios - they offer long-term value, ongoing engagement, and often more complex advice needs, said Radar Results chief executive John Birt. For acquirers, this translates to higher revenue per client. "HNW clients ...

Awareness of options could boost advice access: CFS

MATTHEW WAI  |  MONDAY, 2 JUN 2025
... this, CFS sees an opportunity to build scaled offerings to meet demand for the younger cohort and those with simpler advice needs. It added that 26% of Australians who had previously received advice said they'd stopped as the services were no longer ...

New SMSF trustees drive financial advice uptake

ANDREW MCKEAN  |  WEDNESDAY, 28 MAY 2025
... influence is growing in new SMSF set-ups, however, indicates that the broader SMSF population still has significant advice needs. The number of SMSFs using advisers grew from 140,000 in 2023 to 155,000 in 2024. Despite this growth, most of the sector ...

Centrepoint Alliance to acquire Brighter Super's advice book

ANDREW MCKEAN  |  WEDNESDAY, 16 APR 2025
... around 39% of its members currently receive financial advice. However, the fund acknowledged that not all members' advice needs can be met by its internal team, despite having nearly double the industry average of advisers, according to SuperRatings. ...

AIOFP partners with fintech firm to offer white-labelled digital advice

ANDREW MCKEAN  |  WEDNESDAY, 9 APR 2025
... partner relationships. moneyGPS founder and chief executive George Haramis said the firm's vision it to meet the broad advice needs of working Australians at every stage of their lives. Haramis said the partnership enables AIOFP members to offer clients ...

AMP launching 'market first' digital advice solution for super members

ANDREW MCKEAN  |  FRIDAY, 7 FEB 2025
... results and determine the next best step for their superannuation and retirement planning. For those with more complex advice needs, pathways to more comprehensive advice are also available, AMP said. AMP group executive for superannuation and investments ...
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