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Showing 1 - 10 of 4393 results for "Financial advice"

SS&C axes jobs, shifts roles offshore

RIDDHIMA TALWANI  |  FRIDAY, 17 JUL 2026
... stays and who will be in line for future redundancies," FSU said. Insignia Financial's Shadforth and Bridges financial advice business will also axe 59 staff with their jobs also going to the Philippines. FSU has lodged a dispute with SS&C and Insignia ...

FAAA warns adviser levies could exceed $5k as ASIC costs climb

VINNY VUCAGO  |  FRIDAY, 17 JUL 2026
Financial advisers could face more than $5000 in combined regulatory levies this financial year, with the Financial Advice Association Australia ( FAAA ) warning rising ASIC and Compensation Scheme of Last Resort (CSLR) cost are placing unsustainable ...

Former T. Rowe Price distribution head finds new role

MATTHEW WAI  |  FRIDAY, 17 JUL 2026
... solutions based in Sydney. In his new role, Ross is responsible for relationships with key clients and leading financial advice firms in New South Wales and Queensland. He will also focus on Evidentia Private's tailored asset consulting services and ...

FAAA names new chair as David Sharpe prepares to step down

VINNY VUCAGO  |  WEDNESDAY, 15 JUL 2026
The Financial Advice Association Australia (FAAA) has appointed named its chair-elect following a board election process. Michelle Veitch will officially assume the role of chair after the 2026 Annual General Meeting (AGM) in November, succeeding current ...

FAAA urges insolvency crackdown to curb soaring CSLR costs

VINNY VUCAGO  |  THURSDAY, 9 JUL 2026
The Financial Advice Association Australia (FAAA) has called for tougher insolvency rules to prevent "phoenixing" activity. The FAAA said loopholes which shift costs of failed financial advice businesses onto the broader profession through the Compensation ...

Nominations open for the 2026 Power50

STAFF WRITER  |  THURSDAY, 9 JUL 2026
... list's 13th anniversary. The FS Power50 are financial advisers deemed to be best promoting the value of the financial advice profession, while providing outstanding service to their clients and the wider community. The Power50 comprises advisers ...

HESTA executive jumps ship to Cbus

VINNY VUCAGO  |  WEDNESDAY, 8 JUL 2026
... to be responsive to those needs," Fok said. "Joshua's experience in member services and his background in financial advice will be invaluable as we continue to strengthen how we support members through every stage of their journey with us." At Cbus ...

Advice veteran's exit creates $1bn Tassie wealth group

KARREN VERGARA  |  WEDNESDAY, 8 JUL 2026
... travel, golf and writing projects, including documenting both his family history and his decades-long career in financial advice. "I think we did well because we did good for others. That's incredibly satisfying," he said. "I'm looking forward ...

Financial services CSLR Levy hits $198m

MATTHEW WAI  |  THURSDAY, 2 JUL 2026
... CSLR has processed 1567 claims, up from 912 in the initial levy estimate, it said. As a result, the personal financial advice sub-sector will see its responsible levy skyrocket to $190.3 million, a $63.4 million increase for the new financial year. CSLR ...

WT Financial bets on scaling advice practices

RIDDHIMA TALWANI  |  THURSDAY, 2 JUL 2026
... WT Financial said. Cullen added: "The Hubco strategy is an important part of how WTL is helping modernise the financial advice profession. It gives founder-led practices more options to release capital, fund growth, solve succession, manage retirement ...
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