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Showing 371 - 380 of 9320 results for "Advice 2.0"

Lonsec recruits sales head

ELIZABETH FRY  |  THURSDAY, 16 OCT 2025
Lonsec Research and Ratings has appointed a head of sales, hiring from Challenger Ltd. Anna Schofield brings over 25 years of experience working in financial services distribution and strategic client engagement roles. Before her nine years at Challenger ...

AMP platform flows jump 61.6%

RIDDHIMA TALWANI  |  THURSDAY, 16 OCT 2025
AMP has reported a rise of 61.6% in its platform net cashflows to $1.2 billion, up from $750 million last year. Platform assets under management also increased to $86.9 billion in the quarter. "In Platforms, the strength of the North proposition continues ...

MLC Expand targets time savings with new AI capabilities

MATTHEW WAI  |  THURSDAY, 16 OCT 2025
... to populate a range of client documentation using information from the Client Service Agreement (CSA) and Statements of Advice (SoA). The SoA for new business applications is also being piloted for rollout soon, and is said to be saving advisers, on ...

Equity Story to raise $3.5m to enter property sector

RIDDHIMA TALWANI  |  THURSDAY, 16 OCT 2025
Equity Story Group plans to raise up to $3.54 million through an entitlement offer to support the expansion of its funds management business, with a particular focus on entering the property sector. The stock market trading advice group will issue approximately ...

Feature: Compliance | Passing the buck

ELIZA BAVIN  |  WEDNESDAY, 15 OCT 2025
The retirement savings of thousands of Australians have been lost in the First Guardian and Shield failures and, while investigations are ongoing, the blame for their collapse and the misconduct that led to it is being passed around like a football ...

FINSIA's struggle to find scale

ELIZA BAVIN  |  WEDNESDAY, 15 OCT 2025
The Financial Services Institute of Australasia (FINSIA) has a more than 135-year history in Australia. It was formed in 2005 by the merger of the Australasian Institute of Banking and Finance, which was established by a group of bankers in 1886, and ...

Integro appoints head of advice and growth

RIDDHIMA TALWANI  |  TUESDAY, 14 OCT 2025
Integro Private Wealth has appointed Glen Mesch as head of advice and growth, as it scales its national presence by accelerating growth on the east coast. In the role, Mesch will head the expansion of Integro's professional partner network across the ...

AZ NGA acquires majority stake in Geographe Financial Group

ANGELIQUE MINAS  |  TUESDAY, 14 OCT 2025
Advice platform AZ Next Generation Advisory (AZ NGA) has increased its stake in financial advice firm Geographe Financial Group (Geographe). Geographe has provided advice on superannuation, investments and insurance since 1976 for clients in Western ...

Government reviewing $3m super tax

ELIZA BAVIN  |  FRIDAY, 10 OCT 2025
The deputy secretary of the revenue division with Treasury Diane Brown has told a Senate estimates hearing that the government is considering potential changes to Treasurer Jim Chalmers' controversial $3 million superannuation tax legislation. Brown ...

ASIC slams licensees' lax offshoring governance

KARREN VERGARA  |  FRIDAY, 10 OCT 2025
Most financial advice licensees that rely on offshore service providers (OSPs) fail to adequately assess, monitor and audit their arrangements thus putting their processes and business at risk, a new ASIC investigation reveals. ASIC's review of 10 financial ...