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Showing 481 - 490 of 9471 results for "Advice 2.0"

Super funds a "standout" in risk and compliance hiring: Kaizen

RIDDHIMA TALWANI  |  MONDAY, 10 NOV 2025
Superannuation funds have been a standout driver of governance, risk and compliance (GRC) hiring, according to a report by Kaizen Recruitment. The latest salary guide by the recruitment firm found pockets of resilience and emerging opportunities in ...

Uniting Financial Services appoints chief executive

ANGELIQUE MINAS  |  MONDAY, 10 NOV 2025
Uniting Financial Services (UFS) has appointed Ross Smith to the position of chief executive. He assumes the role from acting chief executive John McComb, who will continue as chief risk officer. Smith brings a wealth of experience in financial services ...

Ascalon Capital acquires Evergreen Consultants

ANGELIQUE MINAS  |  MONDAY, 10 NOV 2025
Ascalon Capital has acquired Evergreen Consultants, saying the two firms have a shared focus on investment excellence, governance and adviser partnerships. The deal will strengthen Ascalon's position in the domestic wealth management market by leveraging ...

Bell Financial Group names inaugural investments chief

KARREN VERGARA  |  FRIDAY, 7 NOV 2025
Bell Financial Group (BFG) has appointed its first chief investment officer, picking someone who recently finished up at Clime Investment Management. Will Riggall is the new investments chief, having ended his tenure at Clime in June after more than ...

ASIC cracks down on adviser CPD failures

ELIZA BAVIN  |  FRIDAY, 7 NOV 2025
... regulatory compliance and consumer protection (five hours); professionalism and ethics (nine hours); and tax (financial) advice (five hours where the financial adviser is authorised to provide tax (financial) advice services to retails clients).

Former Selfwealth chief lands new gig

MATTHEW WAI  |  FRIDAY, 7 NOV 2025
After finishing up at Selfwealth in September, Craig Keary is now leading a Sydney-based private credit manager. Keary has joined Keyview Financial Group as chief executive, bringing more than 30 years of experience across global financial markets. ...

Majority of SMSF establishments based on bad advice: ASIC

KARREN VERGARA  |  THURSDAY, 6 NOV 2025
Nearly two thirds of SMSFs established under the recommendations of a financial adviser are unsuitable to their needs and put retirement savings at risk, an ASIC review reveals. Of 100 financial advice files investigated, 62 failed to demonstrate compliance ...

AZ NGA expands in South Australia

KARREN VERGARA  |  THURSDAY, 6 NOV 2025
AZ NGA has taken an undisclosed stake in Adelaide-based accounting and financial planning firm Oreon Partners. Established in 2014, Oreon Partners offers accounting, business advisory, tax and financial planning services to individuals and small-to-medium-sized ...

Majority reject crypto investments in super fund: Swyftx

MATTHEW WAI  |  THURSDAY, 6 NOV 2025
Australians do not want their super invested in digital assets, despite some super funds and overseas pension funds dipping their toes in. According to Swyftx's fifth Annual Australian Crypto Survey, based on a survey of some 3009 Australian adults ...

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 ...