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Showing 1 - 10 of 9367 results for "Advice 2.0"

Perpetual rejects EQT bid again as growth continues

VINNY VUCAGO  |  WEDNESDAY, 29 JUL 2026
Perpetual has rejected EQT's latest $22.50 share takeover proposal, saying it does not reflect the value of the business, while agreeing to provide the private equity group with limited access to non-public information to determine whether it can ...

InvestStream, MUFG partner to enhance digital advice in super

MATTHEW WAI  |  WEDNESDAY, 29 JUL 2026
InvestStream is aiming to lead the delivery and expansion of personalised digital advice across super funds in a new partnership with MUFG Retirement Solutions. The strategic partnership aims to simplify the member engagement experience by combining ...

Warakirri names head of wholesale

MATTHEW WAI  |  WEDNESDAY, 29 JUL 2026
Warakirri Asset Management has appointed a head of wholesale to lead the expansion of its market presence and relationships with consultants, key dealer groups and platforms. Emmanuel (Mani) Papakonstantinos has stepped into the role, reporting to head ...

The advice opportunity for medical professionals: NAB

MATTHEW WAI  |  TUESDAY, 28 JUL 2026
Research from NAB Private Wealth highlighted that despite an exceptional income potential transpiring for medical professionals, they have one of the "shortest" windows to build wealth, making professional advice a key component to building long-term ...

Padua expands advice portal with AUSIEX partnership

VINNY VUCAGO  |  TUESDAY, 28 JUL 2026
Padua Solutions has expanded its Padua Advice Portal, naming AUSIEX as its exclusive broking partner as the advice technology provider looks to streamline advice generation, implementation and compliance for financial advisers. The partnership integrates ...

ASIC bans former NextGen Financial Group directors

KARREN VERGARA  |  FRIDAY, 24 JUL 2026
ASIC banned two former NextGen Financial Group directors from working in financial services for three years for failing to comply with Australian Financial Complaints Authority (AFCA) determinations. Nicholas Duncan Jeremy Brookes and Vittorio Vincenzo ...

GDG delivers 36% jump in FUM

RIDDHIMA TALWANI  |  THURSDAY, 23 JUL 2026
Generation Development Group has reported strong growth to the year ending June 30. Generation Development Group reported a record quarter for Generation Life, adding to the overall success of the broader business. Generation Life reported a rise of ...

Viridian promotes to investment team, launches Infinity

KARREN VERGARA  |  WEDNESDAY, 22 JUL 2026
Viridian Financial Group announced three promotions to its investment leadership team as it merges its asset management and private wealth businesses under a single unit called Infinity. Viridian has brought together Infinity Asset Management and its ...

Praemium reaches $78bn in FUA with HNW focus

MATTHEW WAI  |  WEDNESDAY, 22 JUL 2026
The company said its effort targeting the high-net-worth segment has worked out to its favour, as performances across its platform and non-custodial portfolio administration business have pushed its total funds under administration (FUA) to $77.9 billion ...

FEATURE | Platforms | The investment supermarket

RIDDHIMA TALWANI  |  TUESDAY, 21 JUL 2026
Grab a shopping cart and enter the investment supermarket. The shelves are stacked - an Aussie large-cap fund here, an ETF there, a fixed-income fund somewhere near the back, past the alternatives nobody quite understands. There is an estimated $1 trillion ...
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