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Showing 161 - 170 of 10420 results for "advice"

WT Financial Group focuses on B2B strategy as profits grow

MATTHEW WAI  |  FRIDAY, 27 FEB 2026
WT Financial Group (WTL), the ASX-listed financial advice group, saw its net revenue increase 17.8% to $15.4 million in the first half of FY26, as it continues to grow its Hubco and Investco strategy. Gross revenue and other income were $119.6 million ...

Evidentia hires from Vanguard

ELIZABETH FRY  |  THURSDAY, 26 FEB 2026
Evidentia Private has hired a Melbourne-based senior asset consultant to look after financial advice firms in Victoria and Tasmania. Matthew Cho joins from Vanguard, where he was most recently head of its multi-asset solutions business in Australia. ...

Aware Super launches digital advice tool

ELIZA BAVIN  |  THURSDAY, 26 FEB 2026
... launched Retirement Manager, a new retirement planning and management platform, for members aged 60 and over. The digital advice tool launched earlier this month to all eligible Aware Super members, aiming to assist them in assessing how much they can ...

Perpetual sees 349% profit jump

RIDDHIMA TALWANI  |  THURSDAY, 26 FEB 2026
... to $23.7 million, impacted by uncertainty surrounding sale of the business as well as increase in expenses. Funds under advice (FUA) rose by 6% to $21.9 billion as at December 2025. "Wealth management faced headwinds during the half. Market-related revenue ...

AFCA receives record complaints in 2025

MATTHEW WAI  |  THURSDAY, 26 FEB 2026
... spread across all financial products, including the demise of Shield and First Guardian Master Funds across the financial advice and superannuation sectors, AFCA said. Large-scale collapses in the financial advice sector led to a 58% increase in investment ...

Former Mason Stevens investments lead sets up own OCIO

JAMIE WILLIAMSON  |  WEDNESDAY, 25 FEB 2026
... launched in partnership with Fiduciary Partners. Jacqueline Fernley has founded arcpoint OCIO, a dedicated resource for advice practices, family offices and charities and foundations. The business aims to provide differentiated investment outcomes, including ...

CFS cuts ties with Otivo, launches own super advice

KARREN VERGARA  |  WEDNESDAY, 25 FEB 2026
Colonial First State (CFS) has ceased its partnership with digital advice technology provider Otivo less than two years after joining forces, opting instead to launch an in-house offering called Super Advice. As of February 23, the Otivo digital advice ...

Governance issues on the rise: ASIC

ELIZA BAVIN  |  WEDNESDAY, 25 FEB 2026
... unregistered managed investment schemes, unlicensed provision of financial services conduct, and other conduct related to advice, insurance, and misleading and deceptive or unconscionable behaviour. "The figures point to an increase in concerns being ...

Sequoia weighs InterPrac's fate, launches review

KARREN VERGARA  |  TUESDAY, 24 FEB 2026
... operating challenges and negatively affected adviser confidence, product access and revenue stability across the broader advice market. "In recent times we have seen five platforms and two insurers remove access to new business for advisers operating ...

Zurich Financial Services to acquire ClearView

KARREN VERGARA  |  TUESDAY, 24 FEB 2026
... million in claims to more than 1000 policyholders. During the period, ClearView exited from wealth management and financial advice. ClearView shareholders will vote on the offer in mid-August. Justin Delaney, the chief executive of Zurich Australia and ...