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Showing 1 - 10 of 9362 results for "Advice 2.0"

ASIC bans former NextGen Financial Group directors

KARREN VERGARA  |  FRIDAY, 24 JUL 2026
ASIC banned two former NextGen Financial Group directors from working in financial services for three years for failing to comply with Australian Financial Complaints Authority (AFCA) determinations. Nicholas Duncan Jeremy Brookes and Vittorio Vincenzo ...

GDG delivers 36% jump in FUM

RIDDHIMA TALWANI  |  THURSDAY, 23 JUL 2026
Generation Development Group has reported strong growth to the year ending June 30. Generation Development Group reported a record quarter for Generation Life, adding to the overall success of the broader business. Generation Life reported a rise of ...

Viridian promotes to investment team, launches Infinity

KARREN VERGARA  |  WEDNESDAY, 22 JUL 2026
Viridian Financial Group announced three promotions to its investment leadership team as it merges its asset management and private wealth businesses under a single unit called Infinity. Viridian has brought together Infinity Asset Management and its ...

Praemium reaches $78bn in FUA with HNW focus

MATTHEW WAI  |  WEDNESDAY, 22 JUL 2026
The company said its effort targeting the high-net-worth segment has worked out to its favour, as performances across its platform and non-custodial portfolio administration business have pushed its total funds under administration (FUA) to $77.9 billion ...

FEATURE | Platforms | The investment supermarket

RIDDHIMA TALWANI  |  TUESDAY, 21 JUL 2026
Grab a shopping cart and enter the investment supermarket. The shelves are stacked - an Aussie large-cap fund here, an ETF there, a fixed-income fund somewhere near the back, past the alternatives nobody quite understands. There is an estimated $1 trillion ...

HUB24 FUA soars over $164bn

MATTHEW WAI  |  TUESDAY, 21 JUL 2026
HUB24 performed soundly in the quarter ending 30 June 2026, with total funds under administration (FUA) increasing 20% from the previous corresponding period to $164.3 billion. The total FUA comprised platform FUA of $139.5 billion (up 24%) and portfolio ...

Perpetual rejects another EQT AB bid

KARREN VERGARA  |  MONDAY, 20 JUL 2026
Perpetual has rejected another takeover offer from EQT AB, saying it does not adequately represent the fair value of the company. Swedish private equity giant EQT AB's latest offer of $22.07 was shot down after Perpetual "carefully considered the ...

FSCP bans adviser over client advice failures

VINNY VUCAGO  |  MONDAY, 20 JUL 2026
... 2027. The FSCP found Morrison-Dowd breached the best interest's duty, the appropriate advice obligation and statement of advice (SOA) requirements when advising three clients. It also found he failed to provide an SOA to two clients. According to the ...

NGS Super names head of strategy

MATTHEW WAI  |  FRIDAY, 17 JUL 2026
NGS Super has appointed a former board member of the Association of Superannuation Funds of Australia (ASFA) as head of strategy, as the fund aims to strengthen its retirement offering. Nick Callil has joined NGS Super in the newly created role, bringing ...

SS&C axes jobs, shifts roles offshore

RIDDHIMA TALWANI  |  FRIDAY, 17 JUL 2026
US software services giant SS&C Technologies has slashed 170 Australian roles in the operations, technology and delivery teams. Last year, Insignia Financial struck a deal with SS&C to outsource about 1300 staff who worked in its master trust business ...
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