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Showing 211 - 220 of 9311 results for "Advice 2.0"

The revolving door of opportunities for advisers in 2026

ANGELIQUE MINAS  |  WEDNESDAY, 21 JAN 2026
The new year opens a window of opportunities for financial advisers amid a volatile global market and growing geopolitical tensions. One of the major opportunities in 2026 that is tipped to garner huge demand for financial advice is retirement. "There ...

ETFs continue to drive managed accounts adoption: Research

MATTHEW WAI  |  TUESDAY, 20 JAN 2026
New research found almost three quarters of Australian financial advisers (73%) used ETFs for their clients' portfolios last year, as the investment vehicle plays an increasingly significant role in managed accounts. The number is set to increase to ...

Alexis George to retire, new AMP chief named

JAMIE WILLIAMSON  |  TUESDAY, 20 JAN 2026
Alexis George is stepping down at AMP, with chief financial officer Blair Vernon named as her successor. George will retire from executive roles on March 30, bringing to an end more than 30 years in financial services. George joined AMP in August 2021 ...

EQT stands firm on defence, blames ASIC, third parties

KARREN VERGARA  |  MONDAY, 19 JAN 2026
Equity Trustees (EQT) is standing firm on defending itself against culpability for the Shield Master Fund collapse and ensuing investor losses, blaming ASIC for not doing its job, as well as third-party providers for their failures. Releasing its Summary ...

Active fund managers endure fee pressures, dominate mandates: Study

KARREN VERGARA  |  MONDAY, 19 JAN 2026
Active fund managers continue to face fee pressures but still ensnare a large chunk of major mandates, a new study from institutional investment consulting firm Callan shows. San Francisco-based Callan's 2025 Investment Management Fee Study drew on ...

Commonwealth Super anticipates advice take-off

MATTHEW WAI  |  MONDAY, 19 JAN 2026
Use of a service that allows hesitant members to dip their toes in to receiving financial advice is expected to almost double in 2026, with 15% seeking intra-fund advice since the inception of its Super Specialist program. Commonwealth Superannuation ...

MWL complainants given $100k in lead decision outcome

MATTHEW WAI  |  MONDAY, 19 JAN 2026
The Australian Financial Complaints Authority (AFCA) has finalised its review of MWL Financial Services' lead decision, confirming the business, which is in liquidation, did not act in the complainant's best interest. In December, AFCA unveiled the ...

Just 450 advisers drop off ASIC FAR after deadline hits

MATTHEW WAI  |  FRIDAY, 16 JAN 2026
While over 2000 financial advisers had not yet met the qualifications standard by the end of 2025, Rainmaker Information analysis shows just a quarter of them have ceased their authorisation. According to Rainmaker Information analysis of the ASIC Financial ...

First batch of specialist advisers graduate SMSFA program

RIDDHIMA TALWANI  |  FRIDAY, 16 JAN 2026
The SMSF Association has seen the graduation of the first cohort of specialist advisers under its revamped SMSF Specialist Adviser (SSA) accreditation. A total of 37 participants completed the program. Since its inception, more than 2300 professionals ...

Morningstar bulks up managed portfolios team

ELIZABETH FRY  |  THURSDAY, 15 JAN 2026
Morningstar has made two key appointments to its managed portfolios team - a national sales lead and an investment specialist. Vijay Srinivasan has been appointed to the former role, and Clint Abraham as national director, investment specialist. Srinivasan ...