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Showing 121 - 130 of 9309 results for "Advice 2.0"

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
Ironbark will consolidate 15 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 ...

Sequoia advances InterPrac takeover talks

KARREN VERGARA  |  WEDNESDAY, 18 MAR 2026
Sequoia Financial Group said it is in "advanced discussions" with an unnamed buyer interested in taking over InterPrac Financial Planning. Updating shareholders on the future of InterPrac, Sequoia said "discussions remain incomplete and there can be ...

AWAG appoints first head of advice

JAMIE WILLIAMSON  |  TUESDAY, 17 MAR 2026
The Australian Wealth Advisors Group (AWAG) named an inaugural head of advice. David Mazengarb is taking on the role after several years in consulting. Mazengarb previously held roles such as general manager - wealth management at Australian Wealth ...

Treasury proposes advice education standard reforms

KARREN VERGARA  |  TUESDAY, 17 MAR 2026
Treasury is proposing to overhaul the curriculum and learning outcomes for new entrants in financial advice, admitting that current requirements are "excessive compared to other professions". The new consultation proposes the pathway to becoming a financial ...

CALI pushes for advice reforms as Australians turn to AI

RIDDHIMA TALWANI  |  TUESDAY, 17 MAR 2026
More Australians are turning to artificial intelligence (AI) for insurance advice, underscoring the need for the government to deliver on its advice reforms, the Council of Australian Life Insurers (CALI) said. Research by CALI found three in five Australians ...

Super tax changes shake HNWs' retirement confidence: Report

JAMIE WILLIAMSON  |  MONDAY, 16 MAR 2026
High-net-worth (HNW) individuals report feeling less confident about their retirement as changes to superannuation and tax settings take their toll. Generation Life's new 2025/26 Navigating Uncertainty Report found heightened taxation of super, like ...

Clime offloads advice business, keeps 10% stake

KARREN VERGARA  |  MONDAY, 16 MAR 2026
... group but will retain a 10% interest in the newly combined business. Clime Advice, which has $2 billion in funds under advice (FUA), will continue to operate under the Clime Private Wealth brand once the deal finalises, which is expected to be by March ...

Bain Capital to acquire Perpetual's wealth management unit

KARREN VERGARA  |  MONDAY, 16 MAR 2026
... potentially substantial tax bill. At the end of December 2025, the wealth management unit had $21.9 billion in funds under advice (FUA) and $4 billion in philanthropic funds. Reilly added: "We believe we have found the right owner for the Wealth Management ...

AMP investment chief reshapes her team

ELIZABETH FRY  |  THURSDAY, 12 MAR 2026
AMP investment chief Anna Shelley has handed out a string of promotions on the back of a solid year for its superannuation business. Stuart Eliot, Duy To, Steve Flegg and Jeronimo Harrison have all been promoted as part of the investment team refresh. ...