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Showing 221 - 230 of 9312 results for "Advice 2.0"

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 ...

Voices down: Women staying quiet about retirement worries

ANGELIQUE MINAS  |  THURSDAY, 15 JAN 2026
Findings from AMP's recent Retirement Confidence Pulse identified that women are significantly more worried about life after work across every measure and are less likely to seek help compared to men. The research indicated that 41% of women are financially ...

HESTA logs record downsizer contributions in 2025

RIDDHIMA TALWANI  |  THURSDAY, 15 JAN 2026
HESTA has logged a record year for downsizer contributions in 2025, driven by a surge in the end of year spring selling season. Downsizer contributions rose to $94 million in the year, a more than 8% jump from the previous year. The $100 billion super ...

Advisers 'positioned to thrive' in 2026

ANGELIQUE MINAS  |  THURSDAY, 15 JAN 2026
In conversation with key industry professionals, the prospects for financial advisers in 2026 orbit around an evolving regulatory landscape, positioning and sector focus, and portfolio construction and global allocation. Fradley Advice specialist financial ...

Granite Bay Private Wealth launches, taps BlackRock

KARREN VERGARA  |  WEDNESDAY, 14 JAN 2026
Former QIC and Morgan Stanley staffers have launched Granite Bay Private Wealth and appointed BlackRock as its outsourced chief investment officer (OCIO). Granite Bay is founded by Brisbane-based Steve Moon, who is also the managing partner. Moon was ...

GESB alignment strategy sees member, FUM growth

JAMIE WILLIAMSON  |  FRIDAY, 9 JAN 2026
Since launching its One Fund initiative, GESB Super says it has welcomed thousands of new members, many of which reactivated accounts left dormant by their decision to leave the West Australian public sector. In May 2025, GESB implemented its One Fund ...

SMEs prepare for Payday Super cashflow crunch

RIDDHIMA TALWANI  |  FRIDAY, 9 JAN 2026
The Payday Super reforms, effective from July, will hit cashflows of small and medium enterprises (SMEs) as they scramble to pay superannuation to employees sooner. Earlypay chief executive James Beeson has urged SMEs to begin preparing for the Payday ...

Praemium governance executive joins MST

ELIZABETH FRY  |  THURSDAY, 8 JAN 2026
Damian Cilmi has left his position as head of investment managers and governance at Praemium to set up a new business at MST Financial. Cilmi, formerly head of investment managers and governance at Praemium, joins MST as a partner responsible for building ...

Wilkin-Smith, Hales join trustee board for AMP Super

ELIZABETH FRY  |  THURSDAY, 8 JAN 2026
Nigel Wilkin-Smith and Cathy Hales have been appointed non-executive directors of NM Super, the superannuation trustee for AMP. Wilkin-Smith will also join the trustee's investment committee. He brings extensive experience in the design and oversight ...

Sodali's APAC lead takes on new global role

ELIZA BAVIN  |  THURSDAY, 8 JAN 2026
Sodali & Co has announced four appointments to its executive leadership team under chief executive Andrew Benett. Sodali said the newly created senior roles will strengthen its ability to respond to clients' evolving needs with an integrated suite of ...