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Showing 121 - 130 of 10414 results for "Advice"

Managed accounts increase confidence amid volatility: Research

RIDDHIMA TALWANI  |  MONDAY, 23 MAR 2026
... practices reporting net profit margins above 30% are using managed accounts. "As managed accounts move into the core of advice delivery, advisers are reporting benefits that extend well beyond investment implementation," Blewitt said. "Many cite easier ...

Sequoia offloads InterPrac in $50k fire sale

KARREN VERGARA  |  MONDAY, 23 MAR 2026
... to, and defend its reasonable share of remediation offered to members of APRA-regulated superannuation funds who received advice to select such APRA-regulated superannuation funds from the three terminated advice practices, noting InterPrac's exposure ...

FSC questions SMC's claim on younger members' super switches

RIDDHIMA TALWANI  |  MONDAY, 23 MAR 2026
... platforms from default funds are typically older investors with higher balances who have received professional financial advice. SMC found in 2024-25, 68% of Australians who switched out of the five profit-to-member funds into for-profit platform-based ...

Geoff Lloyd to lead Perpetual wealth spin-off

ELIZABETH FRY  |  THURSDAY, 19 MAR 2026
... Bain Capital. Earlier this week, Bain agreed to buy Perpetual Wealth Management, which has $21.9 billion in funds under advice, in a deal worth roughly $550 million. Lloyd, a high-profile figure in wealth management, has led both Perpetual Group and ...

Entireti taps AI to centralise advice data

RIDDHIMA TALWANI  |  THURSDAY, 19 MAR 2026
... to centralise data for its advisers and clients. Entireti's ERA platform will gather, analyse and organise data from an advice practice's existing technology, including emails, financial planning software and apps, to create a central knowledge base ...

FAAA urges inclusion of advisers on occupational shortage list

ELIZA BAVIN  |  THURSDAY, 19 MAR 2026
The Financial Advice Association Australia (FAAA) has made a submission to the Jobs and Skills Australia (JSA) consultation on the 2026 Occupation Shortage List Stakeholder Survey. FAAA chief executive Sarah Abood said there is "substantial evidence" ...

Senate report provides fuel for CGT discount tweak

JAMIE WILLIAMSON  |  THURSDAY, 19 MAR 2026
... lack of supply that is driving the housing crisis, and a simple tweak to tax is not a solution. This view is supported by advice from the Reserve Bank of Australia, citing Treasury and Grattan Institute analysis, which found reducing the discount would ...

Arthur J. Gallagher & Co. acquires Asset Partners Private Wealth

KARREN VERGARA  |  WEDNESDAY, 18 MAR 2026
Arthur J. Gallagher & Co. (AJG) has acquired Queensland financial advice firm Asset Partners Private Wealth. Robina-based Asset Partners Private Wealth was acquired for an undisclosed amount by Illinois-headquartered AJG. The advice firm previously ...

Ironbark brings businesses under one national banner

RIDDHIMA TALWANI  |  WEDNESDAY, 18 MAR 2026
... businesses under a new single brand, Ironbark Financial Group. The parent company will operate sub-brands that include Ironbark Advice, Ironbark Private Wealth and Ironbark Investment Solutions. Ironbark Advice encompasses businesses like Invest Blue ...

Sequoia advances InterPrac takeover talks

KARREN VERGARA  |  WEDNESDAY, 18 MAR 2026
... Australian Financial Complaints Authority (AFCA) for a December 2025 determination relating to one of its representatives and advice provided regarding the Shield Master Fund. The determination related to a client who was a member of the Macquarie Superannuation ...