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Showing 71 - 80 of 9311 results for "Advice 2.0"

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) ...

Praemium progresses automation, finalises local job cuts

KARREN VERGARA  |  WEDNESDAY, 22 APR 2026
... Technotia has positioned Praemium to be a fintech leader in wealth management." Across the business, total funds under advice (FUA) rose 18% to $73.7 billion in the March quarter year on year. A loss of $923 million dented FUA due to negative global ...

Treasury's proposal adds flexibility for new advisers: FAAA

MATTHEW WAI  |  WEDNESDAY, 22 APR 2026
... administrative burden between advisers and super funds. "Financial advisers are recognised in the law as providers of taxation advice (Qualified Tax Relevant Providers) and therefore it is appropriate that they have access to client tax and superannuation ...

Advisers reprimanded over fee-for-no-service conduct

MATTHEW WAI  |  WEDNESDAY, 22 APR 2026
The Financial Services and Credit Panel (FSCP) has issued three determinations in the month of April, including a reprimand to a financial adviser who continued to collect fees from a client for over a year after the service agreement ended. The adviser ...

UniSuper halves admin fees for 42,000 members

RIDDHIMA TALWANI  |  TUESDAY, 21 APR 2026
UniSuper will halve its asset-based administration fee for the Flexi Pension retirement product starting July 1. More than 42,000 retired members in the product will pay a fee of 0.08% from the current rate of 0.16%. "Our ability to offer this significant ...

Partners Wealth Group unveils new identity for Partners Private

MATTHEW WAI  |  TUESDAY, 21 APR 2026
Partners Wealth Group (PWG) has revitalised its private markets business, Partners Private, with a new identity, as it combines its public and private markets capabilities under a single institutional-grade offering. PWG managing director Mathew Cassidy ...

Baby boomers look to switch benefactors' advisers: Natixis

RIDDHIMA TALWANI  |  MONDAY, 20 APR 2026
Two-thirds of Australians don't plan to retain their parents' or spouse's financial adviser after they receive an inheritance. According to Natixis Investment Managers' (Natixis IM) Great Wealth Transfer report, baby boomers, Australians aged between ...

Tribeca Financial appoints strategic partnerships lead

KARREN VERGARA  |  FRIDAY, 17 APR 2026
Tribeca Financial has appointed a new head of strategic partnerships, who hailed from Industry Fund Services (IFS). Damien Foley joins Melbourne-based Tribeca Financial where he is responsible for developing executing strategic partnerships with key ...

Esencia Wealth expands into Queensland

RIDDHIMA TALWANI  |  THURSDAY, 16 APR 2026
Esencia Wealth has expanded into Queensland, adding 300 clients to its portfolio by merging with two advice firms in the state. Merging with Financial 3 Wealth and Marsden Wealth Advisers will mark Esencia Wealth's first office in Brisbane, building ...