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Showing 161 - 170 of 5452 results for "Matt"

Minchin Moore, Edney Ryan Wealth Management merge

MATTHEW WAI  |  TUESDAY, 7 APR 2026
Edney Ryan Wealth Management, the advice arm of Edney Ryan Group, will merge with Minchin Moore Private Wealth, operating under the latter's Australian financial services licence. Both firms are headquartered in Mosman, NSW, and will maintain a ...

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

MATTHEW WAI  |  TUESDAY, 7 APR 2026
The pass rate has surpassed 70% for the first time in a year. In the March exam cycle, 292 sat the exam and 209, or 71.6%, passed the exam. Some 227 (77.7%) sat the exam for the first time. Unsuccessful candidates will receive general feedback on areas ...

ASIC disqualifies crypto fund director for five years

MATTHEW WAI  |  THURSDAY, 2 APR 2026
ASIC has disqualified Ashod Ohan Balanian from managing corporations for five years for his involvement in three failed companies which operated a cryptocurrency fund. Balanian is disqualified until at least 31 March 2031. ASIC found Balanian engaged ...

Digital assets framework bill passes, paves the way for consumer confidence

MATTHEW WAI  |  THURSDAY, 2 APR 2026
Digital assets providers will be required to obtain an Australian financial services licence (AFSL) under new legislation. The Corporations Amendment (Digital Assets Framework) Bill 2025, which amends the Corporations Act 2001 and the Australian Securities ...

Albanese stresses importance of 'economic sovereignty'

ELIZA BAVIN  |  THURSDAY, 2 APR 2026
As the conflict in the Middle East continues, Prime Minister Anthony Albanese has used his address at the National Press Club to stress the importance of economic sovereignty to support national resilience. Albanese said the government is focused on ...

AZ NGA plots regional NSW advice hub via new partnership

MATTHEW WAI  |  THURSDAY, 2 APR 2026
AZ NGA is expanding its footprint in regional New South Wales, partnering with integrated financial planning, accounting and mortgage broking business Back to Back Financial Planners in Young, NSW. It is the first major move following the appointment ...

FEATURE: Estate planning | Best laid plans

ELIZA BAVIN  |  WEDNESDAY, 1 APR 2026
"I'm the eldest boy!" This is one of the most quotable quotes from the award-winning television show Succession, and while it is somewhat outdated for parents to leave behind their money, or legacy, to one child due solely to birth order or gender ...

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 Financial Planning is launching a new business, focused on supporting self-licensed businesses to run and manage their own Australian financial services licence (AFSL). CapBack Licensee Solutions provides full support to self-licensed advisers ...

Iran conflict exposes 'fault line' in Australian equities: VanEck

ELIZA BAVIN  |  WEDNESDAY, 1 APR 2026
The conflict in Iran has exposed a "fault line" in Australian equities, with some of the ASX's biggest names driving an outsized share of losses, according to VanEck Asia Pacific chief executive Arian Neiron. Neiron said the sell-off is a reminder that ...