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Showing 111 - 120 of 10414 results for "Advice"

Count expands national advice footprint with $72m takeover

MATTHEW WAI | WEDNESDAY, 1 APR 2026

Count Financial is set to acquire a financial advice, investments and accounting business with 14 locations across the east coast of Australia. The acquisition of Oracle Advisory Group will strengthen Count's platform for future growth, enhancing its ...

Capstone launches back office service for self-licensed advisers

MATTHEW WAI | WEDNESDAY, 1 APR 2026

... Capstone has been supporting advisers since July 2002 and this new offering is simply another step in servicing more of the advice market, Capstone managing director Grant O'Riley said. He said the new business will apply Capstone's prolonged ...

TPB consults on AI usage rules

KARREN VERGARA | TUESDAY, 31 MAR 2026

... obligations it is proposing is for the tax practitioner using AI to remain accountable for the accuracy of information and advice they provide to their clients and must ensure that services are provided to a competent standard. To comply with the competency ...

APRA shuffles executive director lineup

ELIZA BAVIN | TUESDAY, 31 MAR 2026

... vacancies. Peter Kohlhagen has been promoted from general manager of superannuation to executive director of policy and advice following the resignation of Sean Carmody. Meanwhile, Peter Diamond has been promoted from general manager of banking to executive ...

Another former Venture Egg adviser slapped with four-year ban

MATTHEW WAI | TUESDAY, 31 MAR 2026

A Victorian financial adviser, who was supervised by Ferras Merhi of United Financial Advice and Ferras Merhi Pty Ltd (Venture Egg), has been banned for four years over inappropriate advice and deceptive conduct, including impersonating other advisers. ...

Akambo ventures into asset consulting, makes first hire

MATTHEW WAI | MONDAY, 30 MAR 2026

... and appointing a former Olympian to a senior role. Akambo has launched Vertex Investment Services, which partners with advice businesses to strengthen investment governance, portfolio construction and mandate implementation. Through its affiliation with ...

Super funds must protect members, says Kirkland

MATTHEW WAI | FRIDAY, 27 MAR 2026

... should have processes in place to identify practices that may cause harm to any super balance, including from inappropriate advice fee charges, and is currently undertaking a review to better understand the steps trustees have taken. Ultimately, trustees ...

AMP names interim chief financial officer

ELIZA BAVIN | THURSDAY, 26 MAR 2026

... management, steering our capital return program and successfully executing both the AMP Capital separation and the AMP Advice sale and partnership. The board congratulates Blair on his appointment and looks forward to working with him and our excellent ...

Adviser reprimanded over clients' loss of cover

JAMIE WILLIAMSON | THURSDAY, 26 MAR 2026

... their insurance coverage. The financial adviser was reprimanded this month, after they were found to have provided poor advice in August 2023. The adviser recommended two clients rollover their super balances to a new plan, failing to identify that death ...

FEATURE | Regulation: Picking up the pieces

KARREN VERGARA | TUESDAY, 24 MAR 2026

... a case of deja vu, the catastrophes of Shield and First Guardian have set off unsavoury repercussions for the financial advice profession, having barely shaken off the disrepute from th Financial Services Royal Commission. Good apples Freshwater Wealth ...

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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