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Showing 161 - 170 of 9318 results for "Advice 2.0"

Sequoia weighs InterPrac's fate, launches review

KARREN VERGARA  |  TUESDAY, 24 FEB 2026
Following the demise of the Shield and First Guardian master funds, regulatory pressure and being blacklisted from several platforms, Sequoia Financial Group is now reviewing the viability of InterPrac Financial Planning. Sequoia managing director and ...

Zurich Financial Services to acquire ClearView

KARREN VERGARA  |  TUESDAY, 24 FEB 2026
Zurich Financial Services Australia is set to become the new owner of ASX-listed ClearView Wealth. Zurich Financial Services is offering 65 cents for each ClearView share, marking a 22% premium to the last closing the share price on February 23. This ...

Centrepoint Alliance, Count see strong earnings growth

MATTHEW WAI  |  TUESDAY, 24 FEB 2026
... adviser adoption of managed accounts, and the IconiQ platform drove 72% growth in combined funds under management and advice (FUMA) to $565 million. However, net profit before tax (NPBT) was down $1.4 million to $3.5 million, reflecting the "contingent ...

Adviser gap could boost equity release products: Homesafe

MATTHEW WAI  |  MONDAY, 23 FEB 2026
Home equity release solutions may address the "asset-rich but cash-poor" issue transpiring across older generations who cannot get access to financial advice, Homesafe Wealth says. According to Homesafe the shrinking adviser numbers are contributing ...

SMSFs need to stay ahead of the regulatory curve: Nowinfinity

MATTHEW WAI  |  FRIDAY, 20 FEB 2026
Nowinfinity general manager Kate Anderson said upcoming regulatory changes will have a significant impact on compliance for self-managed superannuation funds (SMSF) and advised professionals to stay alert. With Division 296, AML/CTF Tranche 2, and Payday ...

SMSF advice guidelines require improvement: AFCA

MATTHEW WAI  |  FRIDAY, 20 FEB 2026
The Australian Financial Complaints Authority (AFCA) has vented its frustration over ASIC's recommendations for financial advisers around self-managed superannuation funds (SMSF), claiming some suggestions were not "done well at all." In INFO SHEET ...

SMSFs avoid advisers due to lack of asset-specific support

MATTHEW WAI  |  FRIDAY, 20 FEB 2026
The lack of asset-specific advice is increasing the advice gap for SMSFs in Australia, an expert said at the SMSF Association (SMSFA) Conference. During a panel discussion, Easy Super director Natalia Clack said she understood that financial advisers ...

Process to become an adviser remains 'unattractive': SMSFA

MATTHEW WAI  |  THURSDAY, 19 FEB 2026
SMSF Association (SMSFA) policy manager Keddie Waller said most measures intended to help boost the number of new entrants to the advice industry have been abandoned, at least for now. Speaking at the 2026 SMSF Association National Conference, Waller ...

Harry Mitchell joins Investment Trends

ELIZABETH FRY  |  THURSDAY, 19 FEB 2026
Harry Mitchell, the former Iress deputy chief executive, has joined research firm Investment Trends as an executive director on its advisory board. He will work alongside chief executive Eric Blewitt, bringing "fresh eyes" to the business that will ...

ART taps ex-HESTA manager for opportunistic role

ELIZABETH FRY  |  THURSDAY, 19 FEB 2026
A former HESTA portfolio construction and risk manager has emerged at Australian Retirement Trust. Australia's second-largest superannuation fund has appointed Michael Sommers as senior portfolio manager, opportunistic strategies. Sommers' mandate ...