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Showing 411 - 420 of 9318 results for "Advice 2.0"

FEATURE: Problem detected

MATTHEW WAI  |  THURSDAY, 18 SEP 2025
While financial services organisations may be comfortable with taking risks, certainly when it comes to investing, there are other types of risks they're not so familiar with. It may be 2025, but we continue to consistently see examples of organisations ...

PPS Mutual appoints new chair

ANGELIQUE MINAS  |  TUESDAY, 16 SEP 2025
Specialist insurance company PPS Mutual has announced Anthony Asher as the new chair of its board of directors. Asher brings 51 years of experience in the global life insurance industry. His career spans across the financial services sector, academia ...

FSC appoints two new directors

ELIZA BAVIN  |  TUESDAY, 16 SEP 2025
The Financial Services Council (FSC) has welcomed two new directors; Scott Hartley and Daniel Shrimski, to its board. Hartley has been a leader of the Australian superannuation industry for more than two decades. He currently serves as chief executive ...

Insurers' approaches reinforcing mental health stigma: Life CCC

MATTHEW WAI  |  TUESDAY, 16 SEP 2025
The Life Insurance Code Compliance Committee (Life CCC) has found many insurers are still using blanket mental health exclusions despite being required to assess customers' individual circumstances. Releasing its report on life insurers' compliance ...

AZ NGA forms strategic partnership with Qld advice firm

MATTHEW WAI  |  FRIDAY, 12 SEP 2025
AZ Next Generation Advisory (AZ NGA) has partnered with MiQ Private Wealth to provide succession solutions for its retiring partners, while funding the group's future expansion plans. Established in 2015, the Queensland-based MiQ has over 50 employees ...

FEATURE: Back in action

ELIZA BAVIN  |  FRIDAY, 12 SEP 2025
... level of riskiness to participate." While gearing can provide higher returns, Saikal-Skea says - as with most things in advice - it really does depend on the client and where they are at in their journey. "We have clients come to us to say they saw something ...

AI adoption by investors 'grows rapidly': Research

RIDDHIMA TALWANI  |  THURSDAY, 11 SEP 2025
Investors turning to artificial intelligence (AI) for investment advice is rising, according to new survey from Chartered Accountants ANZ (CA ANZ). CA ANZ survey of 1000 Australian retail investors with more than $10,000 invested in the stock market ...

CSLR a 'shared responsibility' for all AFCA members: SMSFA

MATTHEW WAI  |  THURSDAY, 11 SEP 2025
Responding to the Treasury consultation on the Compensation Scheme of Last Resort (CSLR), the SMSF Association (SMSFA) agrees the most efficient and equitable way to fund the special levy is to spread it across all Australian Financial Complaints Authority ...

BlackRock nabs $122bn Citi mandate

ELIZA BAVIN  |  FRIDAY, 5 SEP 2025
BlackRock has been tapped by Citi Wealth to create a new portfolio offering for its clients - Citi Portfolio Solutions powered by BlackRock. The offering will combine the strategic investment advisory and planning capabilities of the leading global ...

UniSuper hires from Lonsec

JAMIE WILLIAMSON  |  THURSDAY, 4 SEP 2025
The $155 billion super fund is welcoming a new manager, investment solutions and research. Tom Akay has been appointed to the position, joining UniSuper's product team in what the fund described as a "pivotal role." Akay joins the fund from Lonsec where ...