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Showing 661 - 670 of 9326 results for "Advice 2.0"

FSCP deregisters adviser for two years

KARREN VERGARA  |  WEDNESDAY, 12 FEB 2025
A financial adviser who provided "incompetent" SMSF advice has been barred from practising in the industry for two years by the Financial Services and Credit Panel (FSCP). Glenn Paul Meilak helped clients set up SMSFs in a way that was "systemic" and ...

Jones flags drafting of Tranche 2 legislation

KARREN VERGARA  |  TUESDAY, 11 FEB 2025
Assistant treasurer Stephen Jones said Tranche 2 of the Delivering Better Financial Outcomes (DBFO) reforms remains a priority before he bows out of politics but fell short of confirming when the draft bill will see the light of day. Jones told a recent ...

Government to scrap advisers' approved qualifications list

KARREN VERGARA  |  MONDAY, 10 FEB 2025
The federal government is backtracking on one key financial adviser education requirement by scrapping the list of approved qualifications and proposing to allow any bachelor's degree or higher. Assistant treasurer Stephen Jones this morning announced ...

Generation Development Group buys Evidentia

MATTHEW WAI  |  MONDAY, 10 FEB 2025
Generation Development Group (GDG) will acquire 100% of Evidentia Group for $320 million, as it looks to grow its foothold in the managed accounts space. The transaction will be partly funded by a fully underwritten equity raising of approximately $287.9 ...

Almost half of HESTA members retire involuntarily

ELIZA BAVIN  |  MONDAY, 10 FEB 2025
Almost half (47%) of HESTA members retire involuntarily, according to new research commissioned by the super fund. The research - prepared by Evolved Thinking - surveyed more than 1800 pre-retirement health, aged care and community services (HACS) workers ...

Independent financial planning boutique opens in Brisbane

ANDREW MCKEAN  |  FRIDAY, 7 FEB 2025
Rebecca Scarrabelotti, formerly of Morgans Financial, has opened an independent financial planning boutique - Brisbane Independent Financial Advisory. Scarrabelotti's clients at her new advice practice are typically affluent and over 50. "They [my ...

intelliflo releases trust modelling capabilities for advisers

ANDREW MCKEAN  |  FRIDAY, 7 FEB 2025
intelliflo, a cloud-based technology solution, has released trust modelling capabilities to its intelliflo office - a business management system - for financial advisers. The update allows advisers to make cashflow projections as well as add customised ...

AMP launching 'market first' digital advice solution for super members

ANDREW MCKEAN  |  FRIDAY, 7 FEB 2025
AMP is rolling out a new digital advice solution, in partnership with Bravura, providing its super fund members with retirement guidance. AMP Super's digital Retirement Health Check will allow its 700,000 members to find out when they can access ...

Warakirri hires regional manager

ELIZABETH FRY  |  THURSDAY, 6 FEB 2025
Warakirri Asset Management has hired a new manager to look after clients in New South Wales and Queensland. The boutique asset manager has recruited Trent Faehndrich as regional manager for those states. The recruit is tasked with growing Warakirri's ...

JANA revamps research team

ELIZABETH FRY  |  THURSDAY, 6 FEB 2025
JANA Investment Advisers has taken steps to strengthen its research team through a series of new hires and promotions in response to strong business growth. Matthew Gadsden, who previously served as the head of global equities research, has been appointed ...