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Showing 61 - 70 of 9309 results for "Advice 2.0"

Clime Investment offloads SMA business

KARREN VERGARA  |  FRIDAY, 1 MAY 2026
Clime Investment Management is selling its separately managed accounts (SMA) products and some managed funds for about $7.7 million to an unnamed party. The cash transaction is subject to platform consent, due diligence and completed documentation. ...

Sequoia abandons InterPrac sale

KARREN VERGARA  |  FRIDAY, 1 MAY 2026
Following ASIC's concerns over the transaction, Sequoia Financial Group tore up the agreement to sell InterPrac Financial Planning to Conquest Investment Partners, saying the two parties failed to satisfy all the conditions within the required timeframe. ...

M&A is not a 'scattergun' approach: AZ NGA

MATTHEW WAI  |  FRIDAY, 1 MAY 2026
Since completing its first-ever deal over a decade ago, AZ NGA has completed more than 200 transactions but each of them carries the same purpose to scaling the advice platform, which isn't a "scattergun" approach, AZ NGA group chief executive Paul ...

Rainmaker Information hires from APRA

STAFF WRITER  |  THURSDAY, 30 APR 2026
Camille Schmidt has joined the Rainmaker Information research team as associate director. Schmidt was most recently principal analyst at APRA, a role she held since January 2023. There she led research projects related to super fund member outcomes ...

UBS Global Wealth Management wins mandate

KARREN VERGARA  |  WEDNESDAY, 29 APR 2026
UBS Global Wealth Management (UBS GWM) has been awarded an investment adviser mandate by the Peter MacCallum Cancer Foundation for the third time running. Peter MacCallum Cancer Foundation chief executive Craig Connelly said the long-standing partnership ...

Former adviser takes on investment role

MATTHEW WAI  |  TUESDAY, 28 APR 2026
Aequitas Investment Partners has welcomed a seasoned financial adviser to the role of head of investment delivery to continue to bolster its investment and governance capabilities. In her new role, Allirah Rehac will be responsible for portfolio implementation ...

ASIC reviews AFSLs over finfluencer concerns

ELIZA BAVIN  |  FRIDAY, 24 APR 2026
ASIC has issued warning notices to four finfluencers suspected of providing unlicensed financial advice or engaging in misleading or deceptive conduct, as well as commencing a review of several licensees and their supervision of 15 finfluencers operating ...

ASIC bans another former MWL adviser

ELIZA BAVIN  |  THURSDAY, 23 APR 2026
ASIC has banned Sydney-based former financial adviser John Morgan 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 ...

APAC investments chief for Morningstar IM resigns

KARREN VERGARA  |  WEDNESDAY, 22 APR 2026
Morningstar Investment Management's chief investment officer for Asia Pacific will shortly leave the post to pursue other opportunities. Matt Wacher was appointed to the role in 2019 and will finish up in late May. Wacher is also the chair of Morningstar's ...

arcpoint OCIO wins three mandates

KARREN VERGARA  |  WEDNESDAY, 22 APR 2026
Newly launched arcpoint OCIO scored its inaugural clients, winning mandates from three advisory firms. The Sydney-based firms are Capella Advisory, ek Private Advisory and United Advisory. For ek Private Advisory, which services high-net-worth (HNW) ...