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Showing 111 - 120 of 9364 results for "Advice 2.0"

DigiCo offloads US asset for $1bn

ELIZA BAVIN  |  WEDNESDAY, 6 MAY 2026
DigiCo - HMC Capital's infrastructure REIT - has offloaded a Chicago-based asset for just over $1 billion (US$750m) at a 5% premium, increasing its liquidity to around $900 million. This comes after DigiCo was forced to withdraw its application for ...

Adviser-client relationships eroded by AI: Research

MATTHEW WAI  |  WEDNESDAY, 6 MAY 2026
While there are elements of artificial intelligence (AI) that boost operational efficiency for financial advisers, a new study finds they are not fond of the idea of their clients seeking a second opinion through the technology, as it can be "insulting ...

Clearer distinction of advice required around aged care costs: Review

MATTHEW WAI  |  WEDNESDAY, 6 MAY 2026
A recent review has outlined the need for a proper distinction between financial advice and information obtained from aged care providers when it comes to understanding the costs and financial impact of residential aged care accommodations. The Independent ...

ASFA chair to step down after four years

JAMIE WILLIAMSON  |  TUESDAY, 5 MAY 2026
The Association of Superannuation Funds of Australia (ASFA) is on the hunt for a new independent chair. Gary Dransfield is stepping down after four years as independent chair of ASFA. While there, he oversaw the appointment of Mary Delahunty as chief ...

Generation Life, PPS Mutual make senior distribution hires

KARREN VERGARA  |  TUESDAY, 5 MAY 2026
Generation Life and PPS Mutual are bolstering their distribution teams with senior hires. Generation Life named Robert Coulter as national key accounts manager, joining from Allianz Retire+ where he served as head of key accounts. Coulter will focus ...

Clime Investment offloads SMA business

KARREN VERGARA  |  FRIDAY, 1 MAY 2026
Clime Investment Management is selling its separately managed accounts (SMA) products and some managed funds for about $7.7 million to an unnamed party. The cash transaction is subject to platform consent, due diligence and completed documentation. ...

Sequoia abandons InterPrac sale

KARREN VERGARA  |  FRIDAY, 1 MAY 2026
Following ASIC's concerns over the transaction, Sequoia Financial Group tore up the agreement to sell InterPrac Financial Planning to Conquest Investment Partners, saying the two parties failed to satisfy all the conditions within the required timeframe. ...

M&A is not a 'scattergun' approach: AZ NGA

MATTHEW WAI  |  FRIDAY, 1 MAY 2026
Since completing its first-ever deal over a decade ago, AZ NGA has completed more than 200 transactions but each of them carries the same purpose to scaling the advice platform, which isn't a "scattergun" approach, AZ NGA group chief executive Paul ...

Rainmaker Information hires from APRA

STAFF WRITER  |  THURSDAY, 30 APR 2026
Camille Schmidt has joined the Rainmaker Information research team as associate director. Schmidt was most recently principal analyst at APRA, a role she held since January 2023. There she led research projects related to super fund member outcomes ...

UBS Global Wealth Management wins mandate

KARREN VERGARA  |  WEDNESDAY, 29 APR 2026
UBS Global Wealth Management (UBS GWM) has been awarded an investment adviser mandate by the Peter MacCallum Cancer Foundation for the third time running. Peter MacCallum Cancer Foundation chief executive Craig Connelly said the long-standing partnership ...