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| | | WT Financial Group (WTL), the ASX-listed financial advice group, saw its net revenue increase 17.8% to $15.4 million in the first half of FY26, as it continues to grow its Hubco and Investco strategy. Gross revenue and other income were $119.6 million ... |
| | | | Evidentia Private has hired a Melbourne-based senior asset consultant to look after financial advice firms in Victoria and Tasmania. Matthew Cho joins from Vanguard, where he was most recently head of its multi-asset solutions business in Australia. ... |
| | | | ... spread across all financial products, including the demise of Shield and First Guardian Master Funds across the financial advice and superannuation sectors, AFCA said. Large-scale collapses in the financial advice sector led to a 58% increase in investment ... |
| | | | ... superannuation. Otivo is in partnership with NESS Super to help deliver to members fully personalised digital financial advice, which includes providing real-time advice on debt, like credit cards, mortgages and investment loans. Otivo also has a partnership ... |
| | | | ... million in claims to more than 1000 policyholders. During the period, ClearView exited from wealth management and financial advice. ClearView shareholders will vote on the offer in mid-August. Justin Delaney, the chief executive of Zurich Australia and ... |
| | | | Both financial advice groups have reported strong first-half performance, underpinned by heightened demand for advice and the expansion of their adviser networks. In the first half of FY26, Centrepoint Alliance's gross revenue rose 12% from the ... |
| | | | ... may address the "asset-rich but cash-poor" issue transpiring across older generations who cannot get access to financial advice, Homesafe Wealth says. According to Homesafe the shrinking adviser numbers are contributing to increased financial insecurity ... |
| | | | ... use the platform capabilities to automate tasks and create efficiencies for your business," Anderson said. "The financial advice is going to be so important for those people keeping up to date... Use the resources around you to stay ahead of the curve ... |
| | | | ... period, as only one in five of the new SMSFs established over the past two financial years were established with financial advice. Meanwhile, SMSFA chief executive Peter Burgess said he is mindful of some SMSFs being established solely to invest in crypto ... |
| | | | ... helps simplify workflows and ultimately will create further capacity," he said. "Over time, AI will help make financial advice more accessible and more personalised, supporting advisers as they work with a wider range of Australians." Netwealth reiterated ... |
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