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Showing 131 - 140 of 9462 results for "Advice 2.0"

WT Financial bets on scaling advice practices

RIDDHIMA TALWANI  |  THURSDAY, 2 JUL 2026
WT Financial (WTL) is betting on scaling advice practices by consolidating its Hubco strategy, under which it is selling its consumer-facing subsidiaries to its first Hubco investment, Titan Advice Group (TAG). It is divesting from its subsidiaries ...

Centrepoint completes $3m client book acquisition

VINNY VUCAGO  |  THURSDAY, 2 JUL 2026
Centrepoint Alliance has completed the acquisition of the client books and employed advisers from Cairns Wealth and Pinnacle Wealth further expanding its salaried financial advice business. The ASX-listed advice group confirmed final settlement of the ...

Tribunal shortens financial adviser's five-year ban

KARREN VERGARA  |  WEDNESDAY, 1 JUL 2026
... relatively junior adviser on probation at the time and operated under strict supervision within his licensee. Each Statement of Advice (SoA) he prepared was subject to mandatory pre-vet compliance checks and approved before being presented to clients. ...

Esencia seals third merger

VINNY VUCAGO  |  WEDNESDAY, 1 JUL 2026
Esencia Wealth has continued its national expansion strategy, merging with New South Wales-based Cove Financial Group in a deal that brings around 650 clients and four financial advisers into the business. The Shellharbour-based advice firm is Esencia ...

Atlas Arteria chair resigns as IFM offer deadline inches closer

RIDDHIMA TALWANI  |  TUESDAY, 30 JUN 2026
Atlas Arteria independent non-executive chair Debbie Goodin will resign from her position, effective July 7. That is also the date IFM Investor's offer window will close, and shareholders in the toll-road operator will have to decide on the ownership ...

Advice fee spike raises super concerns: SMC

VINNY VUCAGO  |  MONDAY, 29 JUN 2026
A $1.1 billion surge in advice fees deducted from Australians' superannuation accounts over the past two years has prompted fresh calls for stronger consumer protections. This comes amid concerns younger members are being switched into higher cost ...

ASIC calls out platform trustees: 'Clear breach of trust'

RIDDHIMA TALWANI  |  MONDAY, 29 JUN 2026
ASIC has called out superannuation trustees for not doing enough to protect retirement savings of Australians on platforms even after repeated warnings from regulators about the dangers of poor oversight. ASIC's report Safeguarding super: How well are ...

FSC links active super choices to stronger retirement outcomes

VINNY VUCAGO  |  FRIDAY, 26 JUN 2026
Australians who actively engage with their superannuation and seek financial advice could significantly improve their retirement outcomes, according to new research commissioned by the Financial Services Council (FSC). The research, conducted by NMG ...

BUSSQ beefs up cyber security oversight

MATTHEW WAI  |  FRIDAY, 26 JUN 2026
The Queensland industry fund has welcomed a cyber security expert to its board of trustees, bolstering its oversight on heightened cyber security risk. Matthew Rowan has joined the board as a director; he has been an expert committee member since August ...

Allianz Retire+ appoints senior manager

STAFF WRITER  |  THURSDAY, 25 JUN 2026
Allianz Retire+ has appointed Kiru Anantharaj as senior manager, retirement solutions, within its distribution and marketing team. Anantharaj brings more than 20 years' experience across insurance, advice, retirement and superannuation. Prior to ...