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Showing 1 - 10 of 134 results for "Scaled Advice"

Adviser ban stretched to 2028 in ASIC deterrence win

RIDDHIMA TALWANI | WEDNESDAY, 13 MAY 2026

... Panel (FSCP) had made a registration prohibition order against Rogers after determining he inappropriately used a scaled advice model that excluded consideration of the suitability of establishing a SMSF and the suitability of the SMSF investing into ...

Coastline Advice, Edge Advisory Partners to merge

ANGELIQUE MINAS | FRIDAY, 19 DEC 2025

... general manager Chesne Stafford described the merger as a step in the right direction for broader plans to build a scaled advice business in regional Victoria and New South Wales. Similarly, it advances the firms' ambitions of providing a platform for ...

Picture Wealth named fastest-growing planner: report

MICHELLE BALTAZAR | THURSDAY, 24 JUL 2025

... is the current ratio according to industry data, to a ratio of 1 adviser to 1,000 clients. "PictureWealth's scaled advice service is supporting clients at a ratio of 1:230+, which is 60 per cent above the industry norm. Although the average client ...

Tranche 2 of DBFO dumps SOAs, enables 'nudges'

JAMIE WILLIAMSON | FRIDAY, 21 MAR 2025

... interests duty and removing the safe harbour steps will provide advisers with confidence to deliver appropriately scaled advice. "The new class of adviser is also vital to allowing life insurers, financial advice licensees, superannuation funds and other ...

Cbus advice lead jumps to Aware

ELIZABETH FRY | FRIDAY, 6 SEP 2024

... manager of advice and education. She previously spent more than 16 years with Mercer in several roles, including scaled advice leader and strategic partnerships manager. "We are absolutely thrilled to have someone of Lynda's experience and capability ...

Low-margin clients hurt practice valuations

KARREN VERGARA | THURSDAY, 14 MAR 2024

... the transactions that took place in 2023, the number of investors taking a minority or majority equity stake in scaled advice practices has increased. "This area of the market is growing as consolidation in the sector continues and large-scale advice ...

FSCP issues another registration prohibition order

KARREN VERGARA | WEDNESDAY, 13 DEC 2023

... client and acted in a way that was misleading or deceptive or likely to mislead or deceive the client". Rogers' scaled advice approach advice was deemed inappropriate. Rogers made an "investment opportunity" recommendation to the client that was not ...

QAR final response winds clock back, says FAAA

JAMIE WILLIAMSON | THURSDAY, 7 DEC 2023

... extremely likely to confuse consumers." While the FAAA welcomed some of the other inclusions, like greater support for scaled advice, replacing the Statement of Advice, and the removal of the Safe Harbour steps, it said this second tranche has it reconsidering ...

Associations call for improved access to financial advice

ANDREW MCKEAN | FRIDAY, 3 FEB 2023

... government's financial advice package to be successful, it must prioritise the needs of consumers by ensuring access to scaled advice through various channels, including digital. The working group also called for the support and growth of a professional ...

Financial advice adds $150k in retirement: Analysis

JAMIE WILLIAMSON | TUESDAY, 29 NOV 2022

... retirement outcomes." She said the fund is also anticipating the demand for financial advice will grow, particularly scaled advice or what it calls "single topic" advice. "We're expecting to see significant growth in demand for single-topic advice - ...

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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