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Showing 141 - 150 of 4463 results for "Financial advice"

Minchin Moore, Edney Ryan Wealth Management merge

MATTHEW WAI  |  TUESDAY, 7 APR 2026
... Geographe Financial Group. The presence of Edwards in the Southwest will play a key role in delivering integrated financial advice solutions to farming clients through the Aviso WA network, Gilmour said. He added Integro's current partnership with ...

Adviser exam pass rate exceeds 70% for the first time in 12 months

MATTHEW WAI  |  TUESDAY, 7 APR 2026
... 2026. To date, 22,611 individuals have sat the exam and 92% (20,963) have passed, ASIC said. This comes after the Financial Advice Association of Australia (FAAA) made a submission to the Jobs and Skills Australia (JSA) consultation urging the inclusion ...

AZ NGA plots regional NSW advice hub via new partnership

MATTHEW WAI  |  THURSDAY, 2 APR 2026
... Nathan Jacobsen as chief operating officer in February this year. The partnership supports AZ NGA's plans for a financial advice hub in the area to service key locations like Young, Wagga Wagga and Orange, where many individuals and families have complex ...

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
... motivation to establish CapBack - to allow self-licensed advisers the time to focus on what they do best, providing financial advice to their clients; and giving them a viable alternative to help manage everything else". He added that the service allows ...

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. ...

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 ...

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 ...

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" ...

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 ...