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Showing 511 - 520 of 9473 results for "Advice 2.0"

ASIC bans adviser attached to UGC, MWL

ELIZA BAVIN  |  THURSDAY, 23 OCT 2025
ASIC has banned Melbourne-based financial adviser Jovan Videkanic from providing financial services, controlling an entity that carries on a financial services business or performing any function involved in the carrying on of a financial services business ...

Complaints still too high: AFCA annual review

ANGELIQUE MINAS  |  THURSDAY, 23 OCT 2025
The Australian Financial Complaints Authority's (AFCA) annual review shows that in FY25, and for the second consecutive year, more than 100,000 complaints were lodged. In investments and advice, large scale collapses in the financial advice industry ...

Insignia Financial posts strong quarter

MATTHEW WAI  |  THURSDAY, 23 OCT 2025
Insignia Financial delivered a strong first quarter for FY26, with funds under management and administration now exceeding $340 billion. Over the period, the business saw total net inflows of $1.0 billion, driven by $1.3 billion of net inflows into ...

Rumours swirl around Perpetual's wealth business sale

ELIZA BAVIN  |  THURSDAY, 23 OCT 2025
Perpetual told shareholders negotiations are ongoing for the sale of its wealth business, which was initially announced in February. This comes as Bloomberg reported Oaktree Capital has secured private credit financing from Ares Management and Barings ...

Feature: Retirement | Rewarding risk

LACHLAN COLQUHOUN  |  WEDNESDAY, 22 OCT 2025
Ben Hillier's 83-year-old mother recently went on her fourth overseas holiday this year. It was, says Hillier, at his insistence. A few years ago, his mother was convinced she wouldn't be able to travel anymore. She couldn't afford to do ...

ASIC slaps MWL adviser with ban over Shield involvement

MATTHEW WAI  |  WEDNESDAY, 22 OCT 2025
ASIC has banned Wade Spooner of Melbourne for eight years for advising his clients to invest their superannuation into the Shield Master Fund while he was an authorised representative of MWL Financial Services. Spooner, also a member of MWL's investment ...

Australian Ethical appoints chief operating officer

ANGELIQUE MINAS  |  WEDNESDAY, 22 OCT 2025
Australian Ethical will welcome Anthony Lane as chief operating officer on November 10. Reporting to Australian Ethical chief executive John McMurdo, Lane will become a key member of the executive leadership team, responsible for overseeing day-to-day ...

HUB24 sees $5.2bn in net inflows

ANGELIQUE MINAS  |  TUESDAY, 21 OCT 2025
HUB24 achieved net inflows of $5.2 billion in the first quarter of FY26, representing a 28% increase on the prior corresponding period. Total funds under administration (FUA) reached $146.5 billion, up 30%. This includes Platform FUA of $122 billion ...

Why mid-sized super funds still matter: Farrar

RIDDHIMA TALWANI  |  MONDAY, 20 OCT 2025
As consolidation continues across the superannuation sector, there remains a strong role for differentiated mid-sized super funds, according to Brighter Super. Kate Farrar, chief executive at Brighter Super, told the Innovation in Retirement conference ...

Perpetual reports positive first quarter

ELIZA BAVIN  |  MONDAY, 20 OCT 2025
... progressing with the sale of its wealth management business, which, "despite the uncertainty" delivered growth in funds under advice (FUA) for the quarter. Total FUA for the quarter was $21.9 billion, up 2% from the prior quarter, driven by positive ...