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Showing 571 - 580 of 9471 results for "Advice 2.0"

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 ...

FAAA calls for other sectors to help pay $67m CSLR bill

ELIZA BAVIN  |  WEDNESDAY, 3 SEP 2025
... financial advisers are not bearing the brunt. "We have proposed that the amount above the $20 million sector cap for financial advice - $47.3 million for this year - be allocated to the broadest possible range of sectors, on the basis of capacity to ...

Former United Global Capital adviser banned

JAMIE WILLIAMSON  |  MONDAY, 1 SEP 2025
Former United Global Capital (UGC) adviser Milutin Petrovic is banned for six years after ASIC found he failed key advice obligations when recommending clients invest their retirement savings into the Global Capital Property Fund Limited (GCPF). Petrovic ...

ASIC piles more charges on Merhi

KARREN VERGARA  |  MONDAY, 1 SEP 2025
ASIC has heaped more allegations against former financial adviser Ferras Merhi, claiming he engaged in "unconscionable conduct" related to the First Guardian Master Fund and Shield Master Fund that has put more than $520 million on the line. ASIC said ...

Clime investments chief resigns

KARREN VERGARA  |  MONDAY, 1 SEP 2025
Clime Investment Management's chief investment officer has resigned from the post three years after being appointed. Will Riggall tendered his resignation in June. He also exits as a director of the ASX-listed firm, a role he was appointed to last ...

AMP lifts advisers' efficiency game with Grow

MATTHEW WAI  |  MONDAY, 1 SEP 2025
AMP North has launched a new investment menu, offering a plethora of features designed to deliver efficiencies, including cutting account fees, and the ability to mix and match investments from other menus. The new North Grow allows advisers to simplify ...

Bravura, Future Group partner on digital advice

ELIZA BAVIN  |  MONDAY, 1 SEP 2025
Financial services technology provider Bravura Solutions has partnered with Future Group for the initial phase of its digital advice rollout, which is now underway. The partnership will provide members pre-retirement personal advice tools, and a public-facing ...

FS Power50 shortlist revealed, voting opens

STAFF WRITER  |  SATURDAY, 30 AUG 2025
Voting for Australia's most influential financial advisers in the 2025 Financial Standard Power50 is now open. The shortlist of 120 financial advisers who have progressed to the voting stage after receiving more than 200 nominations has been revealed. ...