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Showing 501 - 510 of 9324 results for "Advice 2.0"

Drummond Capital names new research head

ELIZABETH FRY  |  THURSDAY, 3 JUL 2025
Drummond Capital Partners has promoted Adele O'Shannassy to the role, acknowledging her growing leadership within the firm's investment team. O'Shannassy will lead research across asset classes, supporting portfolio construction and strategy ...

ASIC targets advisers, platforms, research houses in super switching scams

KARREN VERGARA  |  THURSDAY, 3 JUL 2025
ASIC warns it will take a deeper dive into the roles that financial advisers, superannuation platforms and research houses are playing in members being pushed into high-risk investment schemes. The corporate regulator is closely looking at the entire ...

Banned director sentenced for running financial services firm

JAMIE WILLIAMSON  |  THURSDAY, 3 JUL 2025
A former company director has received a prison sentence after he was found to have continued to run a financial services business despite having been banned from doing so. In 2018, Joshua Fuoco was found to have engaged in misleading and deceptive ...

AMP North launches model portfolio solution with BlackRock, Lonsec

ANDREW MCKEAN  |  MONDAY, 30 JUN 2025
AMP North has partnered with BlackRock and Lonsec to launch a model portfolio offering. North introduced its "market first" 'Blend' capability today, which enables advice practices to customise assets within model portfolios. The latest model portfolios ...

Bombora Advice appoints new chair, managing director

ELIZA BAVIN  |  MONDAY, 30 JUN 2025
Bombora Advice is welcoming a new chair and a managing director following the departure of founder Kevin Martin. Wayne Handley will take on the role of executive chair and Niall McConville will become managing director, effective July 1. Martin served ...

Magellan bolsters investment and distribution ranks

ELIZABETH FRY  |  THURSDAY, 26 JUN 2025
Magellan Asset Management has strengthened both its distribution and investment teams with a string of senior hires, sharpening its adviser focus and deepening its equities and infrastructure bench. Andrew Dowling, who joins next month, will be based ...

Super Fierce goes into liquidation

KARREN VERGARA  |  WEDNESDAY, 25 JUN 2025
Super Fierce, the digital advice platform that compares superannuation products, is now in liquidation three years after it launched. Trenna Probert and Craig Swanger, co-founders of Super Fierce, officially launched it on International Women's ...

DASH undertakes fresh capital raise

MATTHEW WAI  |  WEDNESDAY, 25 JUN 2025
DASH Technology Group is completing a new capital raising, with its valuation surging 59%. The cloud-based financial advice and investment management platform has signed a binding legal documentation with a new, undisclosed investor as part of an ongoing ...

Shaw and Partners splashes $63m for New Zealand expansion

MATTHEW WAI  |  TUESDAY, 24 JUN 2025
Shaw and Partners Financial Services, a subsidiary of EFG International, has acquired a 75% stake in Auckland-based Investment Services Group (ISG) for NZ$67.5 million ($62.5m). The move brings Shaw and Partners Financial Services' assets under advice  ...

4600 relevant providers yet to meet qualification standards: ASIC

KARREN VERGARA  |  TUESDAY, 24 JUN 2025
More than 4600 relevant providers have yet to meet qualification standards, according to ASIC, and have only six months to meet the deadline. An ASIC spot check of the 15,610 relevant providers listed in the Financial Advisers Register found that 6426 ...