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Showing 401 - 410 of 9318 results for "Advice 2.0"

SMC calls for simplified retirement system

ELIZA BAVIN  |  WEDNESDAY, 24 SEP 2025
Super Members Council (SMC) has urged Treasury to simplify the retirement system, saying it is too complex. The comments come as a response to Treasury's consultation paper on best practice principles. SMC said it broadly supports the intent of ...

FAAA award finalists named

STAFF WRITER  |  WEDNESDAY, 24 SEP 2025
The Financial Advice Association Australia (FAAA) has named the finalists in its annual awards program, including Adviser of the Year. The awards acknowledge members who are committed to delivering the highest standards of trusted and professional advice  ...

S64, Vista Equity Partners roll out unit trust

KARREN VERGARA  |  WEDNESDAY, 24 SEP 2025
S64 and Vista Equity Partners will launch an Australian unit trust (AUT) that provides exposure to global software and technology firms early next year. As first flagged in May, the partnership launched VistaOne in the Asia Pacific region. The new product ...

Federal court slams director for 'fanciful' asset valuation

ELIZA BAVIN  |  TUESDAY, 23 SEP 2025
The Federal Court has disqualified Queensland-based director David Hodgson from managing corporations for five years and permanently restrained him from engaging in financial services without an Australian financial services licence (AFSL). This comes ...

LGT Crestone unveils rebrand

ELIZA BAVIN  |  MONDAY, 22 SEP 2025
LGT Crestone has rebranded to LGT Wealth Management Australia. This firm said the move marks its ambition to lead the nation's private wealth sector and cement its alignment with LGT's global reputation. LGT said for clients, the rebrand reinforces ...

ASIC issues interim stop orders to RELI Capital

RIDDHIMA TALWANI  |  FRIDAY, 19 SEP 2025
ASIC has issued an interim stop order against the RELI Capital Mortgage Fund, a registered managed investment scheme operated by RELI Capital. The regulator said it is to protect consumers and retail investors from acquiring a product not suitable for ...

Stockspot reduces fees to increase accessibility

MATTHEW WAI  |  FRIDAY, 19 SEP 2025
Stockspot is making what it calls its biggest changes since launching, including lowering monthly fees for some accounts to $1 per month, and other initiatives aimed at making investing more accessible. Stockspot now charges only $1 a month for balances ...

Koda Capital names first partner from career program

STAFF WRITER  |  THURSDAY, 18 SEP 2025
Tom Oryl has been promoted to partner at Koda Capital, making him the first employee to progress through Koda's associate-to-partner pathway program. Oryl joined Koda in 2018 as associate and became an adviser three years later, specialising in ...

ASIC sets sights on 140 advisers

ELIZA BAVIN  |  THURSDAY, 18 SEP 2025
ASIC deputy commissioner Sarah Court told a parliamentary committee this morning that the regulator has identified around 140 financial advisers who were involved in super switching misconduct relating or similar to Shield and First Guardian. "We had ...

UniSuper appoints chief advice officer

MATTHEW WAI  |  THURSDAY, 18 SEP 2025
UniSuper has named a chief advice officer, promoting from within the fund. Current head of financial advice and education Andrew Gregory was appointed to the new role and will commence on October 1. As chief advice officer, Gregory will continue to ...