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Showing 391 - 400 of 9318 results for "Advice 2.0"

Managed portfolios now the default: AMP

ANGELIQUE MINAS  |  THURSDAY, 2 OCT 2025
The North Managed Portfolios Insight Report by AMP indicates the mainstream popularisation of managed portfolios in the past year. The report references recent IMAP and Milliman data showing total managed portfolio assets under management (AUM) has ...

Entireti launches SMA, portfolio management service

ANGELIQUE MINAS  |  WEDNESDAY, 1 OCT 2025
Entireti has launched Salita Portfolio Services (Salita), its new managed account and portfolio management service. The platform is designed to support all licensed and self-licensed practises within its network, which comprises Akumin, Fortnum, Personal ...

Lorica Partners, Multiforte Financial Services merge

RIDDHIMA TALWANI  |  WEDNESDAY, 1 OCT 2025
Financial advice firm Lorica Partners is merging with Multiforte Financial Services, uniting the two companies under the Lorica Partners brand. Multiforte's clients will continue working with existing advisers for the next 12 months, as the staff ...

Super complaints decline year-on-year: AFCA

ELIZA BAVIN  |  WEDNESDAY, 1 OCT 2025
The Australian Financial Complaints Authority (AFCA) has completed its latest update of the AFCA Datacube, which makes data on complaints publicly accessible to consumers and financial firms. The latest update provides data on complaints made within ...

3500 advisers at risk as deadline looms

JAMIE WILLIAMSON  |  TUESDAY, 30 SEP 2025
ASIC is urgently calling on financial advisers to review the accuracy of their Financial Adviser Register profile if they intend to continue providing advice into 2026 and beyond. The regulator said, based on current information, some 3459 advisers ...

CSLR publishes paid claims details

JAMIE WILLIAMSON  |  FRIDAY, 26 SEP 2025
The Compensation Scheme of Last Resort (CSLR) has made 551 payments totalling $54 million since it began operating, some 291 of which were made in relation to Dixon Advisory. The overwhelming majority of payments relate to personal financial advice  ...

Feature: Digital advice | Sleeping giant

KARREN VERGARA  |  FRIDAY, 26 SEP 2025
... Nothing irks members who cannot afford it or do not want to pay for it more than seeing a $4000 price tag on financial advice - but many do actually want it. An Aware Super survey found members believe $4000 for comprehensive advice is too much - but ...

AFCA temporarily reinstates UGC to address complaints

RIDDHIMA TALWANI  |  FRIDAY, 26 SEP 2025
The Australian Financial Complaints Authority (AFCA) has reinstated United Global Capital's (UGC) membership until 31 March 2026, to ensure consumers can lodge complaints regarding Shield and First Guardian Master Fund. UGC was expelled from AFCA membership ...

Retirees should put 80% of balance into annuities: Grattan

RIDDHIMA TALWANI  |  THURSDAY, 25 SEP 2025
Grattan Institute has recommended changes to help simplify the superannuation system, including pushing for retirees to place 80% of their super balance into an annuity, possibly offered by the government itself. In its submission to the Treasury consultation ...

Macquarie to pay Shield victims in full

JAMIE WILLIAMSON  |  THURSDAY, 25 SEP 2025
Macquarie is heading to court with ASIC over its role in the Shield Master Fund collapse but has committed to reimbursing investors' retirement savings by September 30. ASIC commenced proceedings in the Federal Court against Macquarie Investment ...