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Showing 531 - 540 of 9471 results for "Advice 2.0"

ASIC slams licensees' lax offshoring governance

KARREN VERGARA  |  FRIDAY, 10 OCT 2025
Most financial advice licensees that rely on offshore service providers (OSPs) fail to adequately assess, monitor and audit their arrangements thus putting their processes and business at risk, a new ASIC investigation reveals. ASIC's review of 10 financial ...

HUB24 launches new client reporting solution

ANGELIQUE MINAS  |  THURSDAY, 9 OCT 2025
HUB24 has launched a new client reporting tool, Engage. The solution aims to help financial advisers create transparent and timely reports for custody and non-custody asset investments. HUB24 said advisers spend 57% of their time engaging in client-facing ...

Annual ReCALIbrate recipients named

ANGELIQUE MINAS  |  WEDNESDAY, 8 OCT 2025
The 2025 recipients of the Council of Australian Life Insurers' (CALI) third annual ReCALIbrate program have been announced. The five beneficiaries are Whitsunday Wealth financial adviser Zoe Kennedy, Parachute Cover life insurance specialist Natalie ...

Full automation key for business success, but not investments

MATTHEW WAI  |  WEDNESDAY, 8 OCT 2025
... Netwealth said. "Over six in 10 Stars have automated their investment implementation and execution, including Records of Advice (59% have partially, and 5% have fully automated these processes). "Another four in 10 (41%) have implemented monitoring or ...

JPMAM launches ETF models with Vanguard

ANGELIQUE MINAS  |  WEDNESDAY, 8 OCT 2025
J.P. Morgan Asset Management (JPMAM) has partnered with Vanguard Australia (Vanguard) to launch four low-cost ETF models. The strategic asset allocation models include conservative, balanced, growth, and high growth options. The models are a low-cost ...

Aware Super enhances portfolio management capabilities

MATTHEW WAI  |  WEDNESDAY, 8 OCT 2025
Aware Super has integrated Ortec Finance's performance measurement and attribution software to enhance its ability to measure and manage investment performance, including improved currency hedge capabilities, across its portfolio. The software ...

Platform trustees told to improve investment governance

JAMIE WILLIAMSON  |  TUESDAY, 7 OCT 2025
The regulator has written to platform trustees in the wake of the First Guardian and Shield Master Fund collapses, alerting them to the need to strengthen their investment governance processes. In its letter, it shared initial findings from the thematic ...

Aware Super, TelstraSuper advance merger plans

KARREN VERGARA  |  TUESDAY, 7 OCT 2025
Aware Super and TelstraSuper have moved to the next stage of their merger plans, signing a binding Heads of Agreement to create an entity with nearly $235 billion in assets. Providing an update to its members, TelstraSuper chief executive Chris Davies ...

Generation Life hires former Allianz Retire+ exec

ELIZA BAVIN  |  TUESDAY, 7 OCT 2025
Generation Life has appointed Brendon Rodda as general manager, sales. Rodda joins Generation Life from Allianz Retire+ where he was chief distribution officer, a role he had taken on in March 2024. Prior to that, Rodda also held roles at Challenger ...

Clime gains ground on culture, business model reset

KARREN VERGARA  |  FRIDAY, 3 OCT 2025
Not done with pulling Clime Investment Management out of the red, managing director Michael Baragwanath's bold plans to turn the ship around entail a product and culture overhaul, and even giving away his short-term incentives (STI) to staff. After ...