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Showing 141 - 150 of 9463 results for "Advice 2.0"

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 ...

Advisers expect growth despite uphill challenges

MATTHEW WAI  |  THURSDAY, 25 JUN 2026
Despite the current headwinds involving market uncertainties, rapid digitisation and the ageing population, financial advisers remain optimistic about what they can achieve over the next few years, a new report finds. However, the growth will not be ...

APRA investigating Diversa's executive compensation

RIDDHIMA TALWANI  |  THURSDAY, 25 JUN 2026
APRA has commenced an investigation into if Diversa's executive remuneration decisions were made in accordance with prudential standards and trustees' duties under the Superannuation Industry (Supervision) Act. "Prudent remuneration practices play a ...

Kudu continues Australian expansion with fresh investment

MATTHEW WAI  |  THURSDAY, 25 JUN 2026
Kudu Investment Management has acquired a minority stake in a Sydney-based financial advisory business mere days after an identical transaction with Drummond Capital Partners. Australian Financial Planning Group (AFPG) has secured a minority investment ...

Diversa drags Praemium into First Guardian lawsuit

KARREN VERGARA  |  TUESDAY, 23 JUN 2026
Praemium and its subsidiaries are now caught up in the ASIC-led First Guardian legal saga, having been thrown in the mix by Diversa Trustees. Praemium this morning announced, together with Powerwrap and One Vue Wealth Services (OVWS), it received notices ...

FEATURE | Member engagement | On the ball

KARREN VERGARA  |  TUESDAY, 23 JUN 2026
When it comes to superannuation, Australians traditionally follow the path of least resistance. When a pot of gold feels 'so far away' members tend to adopt a cavalier attitude and habitual disengagement and, instead, dismiss it in the 'too-hard ...

Frontier awards custody mandate for ICIO offering

ELIZA BAVIN  |  THURSDAY, 18 JUN 2026
Frontier Advisors is set to launch its independent chief investment officer (ICIO) service to the Australian market and has awarded a custody and administration mandate ahead of its release. Northern Trust has been appointed to provide asset servicing ...

Poor succession plans expose advice firms to crisis events: Report

KARREN VERGARA  |  THURSDAY, 18 JUN 2026
Most financial advice practices are ill-prepared to manage the sudden death or permanent disablement of a principal, according to new research, underscoring widespread gaps in succession and contingency planning. Business Health's newly released What ...

ASIC expands list of super lead generation entities

VINNY VUCAGO  |  THURSDAY, 18 JUN 2026
ASIC has named 19 additional entities involved in superannuation lead generation activities as part of an ongoing review into business models that may encourage consumers to switch super funds unnecessarily or inappropriately. The regulator updated ...

Capstone joins forces with PictureWealth to form $22bn FUA planning network

MICHELLE BALTAZAR  |  WEDNESDAY, 17 JUN 2026
PictureWealth Group has inked a landmark deal with national advice licensee Capstone Financial Planning, forming a combined business with 360 financial advisers and $22 billion in funds under advice. Prior to the announcement, PictureWealth Group was ...