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Showing 301 - 310 of 9463 results for "Advice 2.0"

Aware Super launches digital advice tool

ELIZA BAVIN  |  THURSDAY, 26 FEB 2026
Aware Super has 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 ...

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
The Australian Financial Complaints Authority (AFCA) received a record number of complaints in 2025, with 111,373 complaints filed in the 12 months to December 31 - up 14% from 2024. Since its establishment, AFCA has received more than 634,000 complaints. ...

Former Mason Stevens investments lead sets up own OCIO

JAMIE WILLIAMSON  |  WEDNESDAY, 25 FEB 2026
A new outsourced chief investment office (OCIO) has been established by Mason Stevens' former chief investment officer, launched in partnership with Fiduciary Partners. Jacqueline Fernley has founded arcpoint OCIO, a dedicated resource for advice practices ...

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  ...

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 ...