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Showing 1 - 10 of 9307 results for "Advice 2.0"

ASIC to take 'balanced' stance on super advertising ban rules

KARREN VERGARA  |  WEDNESDAY, 10 JUN 2026
The corporate regulator said it promises to take a "balanced" approach to enforcing new rules around any advertising of superannuation funds during the employee onboarding process, which take effect in a few weeks. From July 1, trustees and employers ...

AZ NGA appoints chief people and tech officers

RIDDHIMA TALWANI  |  WEDNESDAY, 10 JUN 2026
AZ NGA has made two senior executive appointments with the aim of building an integrated firm, supported by centralised services and operations. The advice platform has appointed Tanya Dawson as its chief people officer and Shaun Nesbitt as the chief ...

T. Rowe Price names head of intermediary for Australia

MATTHEW WAI  |  WEDNESDAY, 10 JUN 2026
T. Rowe Price has appointed a head of intermediary for Australia, following a three-month absence in the role after Jonathan Ross' departure in March. Heath Branigan has assumed the role at the beginning of the month, now reporting to head of Asia ...

Former Brite Advisors responsible manager banned

VINNY VUCAGO  |  WEDNESDAY, 10 JUN 2026
The Australian Securities and Investments Commission (ASIC) has permanently banned former Brite Advisors responsible manager Gerard Duffy from providing financial services after determining it had reason to believe he was not a fit and proper person. ...

CALI seeks life insurers exemption from lead generation ban

RIDDHIMA TALWANI  |  TUESDAY, 9 JUN 2026
The Council of Australian Life Insurers (CALI) said it will argue a strong case for exemption for life insurance lead generation to not be swept up into a blanket ban designed to address misconduct in other parts of the financial system. The government ...

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI  |  FRIDAY, 5 JUN 2026
Count Financial has reportedly wound up its restricted self-managed superannuation fund (SMSF)/limited-advice service, losing some 26 advisers on the Financial Adviser Register (FAR), latest data shows. Padua WealthData's weekly adviser update shows ...

Otivo launches AI-powered financial advice

MATTHEW WAI  |  THURSDAY, 4 JUN 2026
Otivo has launched a mobile app for Australians to access licensed advice powered by artificial intelligence (AI). The app is Australia's first licensed advice platform on mobile and operates under Otivo's Australian financial services licence ...

BT appoints new head of strategy

KARREN VERGARA  |  THURSDAY, 4 JUN 2026
A former Allianz Retire+ executive has joined BT as the new head of strategy. Simon Aboud joined the wealth manager on June 1. Late last year, Aboud left Allianz Retire+ as its chief product and marketing officer, a role he assumed in May 2021. Prior ...

Super funds push back on CSLR: SMC

VINNY VUCAGO  |  TUESDAY, 2 JUN 2026
The Super Members Council (SMC) has urged the federal government reject proposals that would expand funding responsibility for the Compensation Scheme of Last Resort (CSLR) to Australians in APRA-regulated superannuation funds, arguing the costs should ...

NGS Super names chief member officer

RIDDHIMA TALWANI  |  TUESDAY, 2 JUN 2026
NGS Super has appointed Adam Parsons as its chief member officer, who will lead the super fund's Member Business unit responsible for member growth, engagement, financial advice and user experience. Parsons has over 20 years' experience across superannuation ...
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