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Showing 621 - 630 of 9476 results for "Advice 2.0"

Advisers overlook hype, embed AI in practice: Investment Trends

KARREN VERGARA  |  TUESDAY, 29 JUL 2025
Financial advisers no longer see artificial intelligence (AI) as hype as the majority use it for simple tasks as well as complex functions, a new Investment Trends survey found. In the latest Adviser Technology Needs Report, many are now embedding AI ...

Fitzpatricks advice GM resigns

KARREN VERGARA  |  TUESDAY, 29 JUL 2025
Fitzpatricks Financial Group has rejigged the role of its chief executive following the general manager for advice's decision to step down from the private wealth subsidiary. Fitzpatricks Advice Partners' general manager of advice Jasia Fabig has resigned ...

Buyers demand HNW advice practices: Radar Results

KARREN VERGARA  |  TUESDAY, 29 JUL 2025
Financial advice practices that service high-net-worth (HNW) clients and earn more than $1 million in recurring revenue are in high demand from acquirers, according to Radar Results. Buyers are also keen on institutional licensees and private wealth ...

Lipman Burgon taps former Koda Capital head of research

MICHELLE BALTAZAR  |  MONDAY, 28 JUL 2025
The former head of research at Koda Capital resurfaces at a rival financial advisory firm. Jason Coggins, who left Koda Capital two years ago joins the investment committee of Lipman Burgon & Partners. Effective this month, he replaces investment committee ...

FSC explores if adviser licensing framework remains 'fit for purpose'

MATTHEW WAI  |  MONDAY, 28 JUL 2025
The Financial Services Council (FSC) has released a green paper addressing the case for reforming Australia's financial advice licensing framework to better progress the advice sector against today's challenges. FSC's The Value and Future ...

Two more Shield Master Fund advisers banned

MATTHEW WAI  |  FRIDAY, 25 JUL 2025
... class of the Shield Master Fund. Further, D'Amelio and Crossing purportedly created false and misleading Statements of Advice (SoA), implying Shield has had a higher performing track record against other options when, in fact, it had a limited trading ...

Ascalon snags Evidentia executive

MATTHEW WAI  |  FRIDAY, 25 JUL 2025
Ascalon Capital continues to stack up its executive lineup, welcoming a new deputy chief executive. Shailesh Jain has joined the firm as partner and deputy chief executive. He will drive Ascalon's investment research and consulting initiatives ...

Picture Wealth named fastest-growing planner: report

MICHELLE BALTAZAR  |  THURSDAY, 24 JUL 2025
A financial planning group that began life as a fintech start-up is enjoying a rapid growth phase. Picture Wealth Advisory leads the top 10 AFSLs with the highest number of new advisers in the year to June, based on a new financial adviser report released ...

FAAA fights to reignite Dixon inquiry

MATTHEW WAI  |  THURSDAY, 24 JUL 2025
Although the Senate Committee Inquiry into Dixon Advisory was expected to lapse due to the election, the Financial Advice Association of Australia (FAAA) is shedding light on the possibility of resuming the process. FAAA general manager of policy, advocacy ...

One third of advisers use 'Big 3' platforms: Rainmaker

KARREN VERGARA  |  THURSDAY, 24 JUL 2025
FirstChoice, BT Panorama and Insignia Financial's Expand are the most widely used platforms among financial advisers, according to Rainmaker Information, which shows that one third of the industry rely on the 'Big 3'. Colonial First States ...