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Showing 1 - 10 of 9458 results for "Advice 2.0"

HLB Mann Judd appoints four directors

MATTHEW WAI  |  TUESDAY, 29 SEP 2026
HLB Mann Judd has promoted three managers across its business advisory, wealth management, and corporate tax to director level, while welcoming a new tax consulting director from EY. David Ravida, Tom Peskett, Hannah Waller, and Gaurav Vasnani have ...

Bravura unveils APAC leaders, secures $100m for global push

MATTHEW WAI  |  TUESDAY, 29 SEP 2026
The ASX-listed technology solutions provider has appointed two new Asia Pacific (APAC) directors, while securing a $100 million senior facility from HSBC to continue its global push. Nicole Kennedy has been promoted to managing director, APAC, based ...

CFS launches retirement income optimiser

VINNY VUCAGO  |  TUESDAY, 29 SEP 2026
Colonial First State (CFS) has launched a new retirement feature designed to give eligible super members greater flexibility in preparing for retirement and accessing future income options. The Retirement Income Optimiser is available through CFS's ...

Selfwealth expands into full-fledged wealth platform

RIDDHIMA TALWANI  |  MONDAY, 28 SEP 2026
Trading platform Selfwealth is launching three managed portfolios, expanding from online brokerage into a wealth platform. The three portfolios will be available to a small group of early access users today, with a broader rollout in the coming weeks. ...

Third of Aussies think retirement will be funded by inheritance: Natixis

MATTHEW WAI  |  FRIDAY, 25 SEP 2026
Although Australia continues to climb in ranks as a desired retirement destination, now ranking sixth globally in the latest Natixis Investment Managers (Natixis IM) Global Retirement Index (GRI) - Australians remain "uncertain" about their financial ...

VBP names inaugural chief growth officer

VINNY VUCAGO  |  FRIDAY, 25 SEP 2026
Financial planning outsourcing specialist Vital Business Partners (VBP) has created a new executive role focused on expanding advice relationships, winning new clients and strengthening its offering to advice businesses and licensees. Craig Kouimanis ...

Former BW Equities employee charged for misappropriating funds

MATTHEW WAI  |  FRIDAY, 25 SEP 2026
A former employee of the Victorian boutique advice business has been arrested and charged for allegedly trading client's shares without consent that generated close to $500,000 for himself. Emre Tahsin Basar of Victoria, a former employee of BW Equities ...

CFS distribution executive steps down

KARREN VERGARA  |  THURSDAY, 24 SEP 2026
After more than seven years at Colonial First State (CFS), the firm's group executive for distribution will leave before the end of the year. Bryce Quirk joined CFS in March 2019 as head of retail sales and shortly thereafter became the general ...

Product Showcase: Making group insurance count

THE FINANCIAL STANDARD TEAM  |  THURSDAY, 24 SEP 2026
When integrated advice drives practice growth Many financial advisers aspire to provide genuinely integrated advice, but finding ways to support more clients without increasing operational demands remains a challenge. As they re-evaluate where they ...

Retirement confidence lags as investors turn to AI

VINNY VUCAGO  |  WEDNESDAY, 23 SEP 2026
Retirement has emerged as a central concern for investors globally, but a lack of confidence and financial literacy is keeping many savers on the sidelines, according to Amundi's latest global investor study. The third edition of Amundi's Decoding ...
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