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| | | While family members will largely remain at the helm of family businesses post-succession, a Deloitte Private report anticipates a meaningful shift globally, with more businesses preferring outside professionals to step into the chief executive roles. ... |
| | | | 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 ... |
| | | | ... costs, noting more than $800 million in fines had recently been awarded. "It is unreasonable for the financial advice profession to fund this enforcement activity, when all fines are paid straight to Consolidated Revenue for the benefit of the government," ... |
| | | | After a four-month hiatus, the sales director is now calling Evidentia Private, the private wealth arm of Evidentia Group, home. Former T. Rowe Price head of intermediary sales for Australia Jonathon Ross has joined Evidentia Private as principal, private ... |
| | | | Warakirri Asset Management and LongView are partnering to bring a new shared equity co-investment fund exclusively to wholesale investors seeking access to Australia's residential property market. The Home Equity Fund 2 tracks the Cotality National ... |
| | | | ... operational and leadership background. "Michelle brings deep experience, excellent judgement and a strong connection to the profession through her ongoing work with clients," Abood said. "She has played an important leadership role within the association ... |
| | | | ... I'm inspired by their commitment to pursuing business improvements and stepped change for advisers and the broader profession," Lloyd said. "Entireti has grown significantly, both organically and through M&A, and I'm excited to go on this growth journey ... |
| | | | The SMSF Association (SMSFA) is urging the government to provide immediate clarity and guidance with the upcoming change on the limited recourse borrowing arrangements (LRBAs) access for self-managed superannuation funds (SMSFs). The Australian government ... |
| | | | Ignition Advice has welcomed a chief operating officer, with a slew of senior appointments expected to follow over the coming months to steer the firm's expansion strategies. Stuart Hamilton has joined the digital advice solutions business as chief ... |
| | | | ... reconciling data across multiple systems. HeirWealth chief executive Ray Tubman said the launch addressed one of the profession's biggest operation pain points. "Advisers have told us for years that the hardest part of their week isn't the advice; it's ... |
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