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Showing 331 - 340 of 9312 results for "Advice 2.0"

Perpetual confirms exclusivity with Bain Capital

KARREN VERGARA  |  WEDNESDAY, 5 NOV 2025
... to further progress discussions around the potential sale of the unit. The wealth management business had funds under advice (FUA) of $21.5 billion at the end of June. It operates financial advisory firms Fordham Group, Perpetual Private, Jacaranda Financial ...

Feature: Retirement | The right mix

LACHLAN COLQUHOUN  |  WEDNESDAY, 5 NOV 2025
There are many myths about retirement, and one of the most common is that people will run out of money. Even as Australians live longer and many spend up to three decades of their lives retired, the Retirement Income Review (RIR) found the typical retiree ...

Outsourcing will 'supercharge' value of advice: Netwealth

MATTHEW WAI  |  TUESDAY, 4 NOV 2025
A new report from Netwealth outlines key methods of growth for advice businesses, including pinpointing where to outsource some business activities. Netwealth's Innovation starts with curiosity report touches on several solutions, spanning from ...

Financial Standard managing editor wins Journalist of the Year Award

STAFF WRITER  |  TUESDAY, 4 NOV 2025
Financial Standard managing editor Jamie Williamson has won the Australian Financial Industry Awards' Industry Journalist of the Year Award. The annual awards hosted by the Institute of Financial Professionals Australia (IFPA) recognised Williamson ...

Most influential advisers of 2025 revealed

ANGELIQUE MINAS  |  MONDAY, 3 NOV 2025
... within the financial services sector. Once this list is vetted to a group of 120, readers of the Financial Standard and FS Advice - the Australia Journal of Financial Planning engage in a voting phase which determines the final 50. Financial Standard ...

Number of AFSLs plateaus: Rainmaker

ELIZA BAVIN  |  MONDAY, 3 NOV 2025
At end September 2025 there were 15,446 ASIC-registered financial advisers in Australia, according to the Rainmaker Financial Adviser report. Over the year to September, there was a decrease of 71 advisers, with 10 leaving the industry in the September ...

Hiring blitz continues at Ascalon

ELIZABETH FRY  |  THURSDAY, 30 OCT 2025
Ascalon Capital has appointed an industry heavyweight to oversee business partnerships, marking the latest addition to the firm's senior leadership team. In his new role, Guy Ballard will oversee platform and fund relationships, distribution, practice ...

Equity Trustees to ask Mulino for help amid First Guardian, Shield fallout

JAMIE WILLIAMSON  |  THURSDAY, 30 OCT 2025
Equity Trustees will follow Netwealth's lead and make an application to the government under Part 23 of the SIS Act for help in making First Guardian and Shield investors whole. Speaking at the Equity Trustees annual general meeting today, managing ...

ASIC labels digital assets as financial products

MATTHEW WAI  |  THURSDAY, 30 OCT 2025
ASIC has confirmed that it will start categorising some digital assets as financial products under updated guidance, while providing plenty of time for those that need to fulfill new requirements. Firms providing services related to digital assets that ...

FAAA names new board members

KARREN VERGARA  |  THURSDAY, 30 OCT 2025
The Financial Advice Association of Australia (FAAA) appointed three members to its board who will serve a term of three years. Viridian Financial Group joint chief executive Glenn Calder and Marshan Consulting managing director Ben Marshan join as ...