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Showing 171 - 180 of 2006 results for "Generation"

Padua ends joint CEO structure

ELIZABETH FRY  |  THURSDAY, 4 DEC 2025
... success." With Matthew Esler now leading operations and strategy, Padua will continue scaling its end-to-end advice generation platform as it targets a larger share of the adviser market.

Super funds most relied upon for advice: Survey

MATTHEW WAI  |  WEDNESDAY, 3 DEC 2025
Australians continue to seek advice from their super funds but struggle to know exactly when they can retire, an MFS Investment Management survey found. The 2025 MFS Global Retirement Survey - studying some 1000 participants across Australia, Canada ...

AZ NGA partners with Sydney Financial Planning

ANGELIQUE MINAS  |  TUESDAY, 2 DEC 2025
Advice platform AZ Next Generation Advisory (AZ NGA) has partnered with Sydney Financial Planning to grow the firm's presence. Through this collaboration, AZ NGA will expand its reach in the eastern suburbs, where Sydney Financial Planning bases its ...

Capital Haus acquires Adelaide advice firm, FUM to exceed $1bn

MATTHEW WAI  |  MONDAY, 1 DEC 2025
... family, we're preserving one of Australia's great advisory brands while building a platform that can serve the next generation of investors." Young said Capital Haus shares Baker Young's philosophy, making it an easy decision to join the group. "We are ...

ASIC suspends Newcastle advice firm's AFSL over missing key person

MATTHEW WAI  |  FRIDAY, 28 NOV 2025
... operate according to those conditions. The suspension is part of ASIC's broader review of advice licensees that use lead generation services and reinforces its ongoing focus to ensure compliance by AFSL holders.

Super moves: ART, TCorp, Future Fund, QIC

ELIZABETH FRY  |  THURSDAY, 27 NOV 2025
... banking division, structuring derivatives for mutual funds and hedge funds. That role included product development, idea generation, pricing and due diligence. Previous roles include senior investment analyst and investment analyst at HFA Asset Management ...

Entireti partners with Striver to shore up talent

ANGELIQUE MINAS  |  TUESDAY, 25 NOV 2025
... with specialist wealth management and talent development platform Striver to launch a program that supports the next generation of financial advisers. The initiative will streamline high quality graduates and job seekers into the Entireti's network of ...

MA Financial secures Queensland shopping district for nearly $700m

MATTHEW WAI  |  TUESDAY, 25 NOV 2025
... settle in December, brings MA Financial's total retail real estate transactions to $1.2 billion since acquiring IP Generation in September 2025. The asset will be held in a single-asset high-net-worth syndicate fund that closed with $405 million of equity ...

Mason Stevens secures mandate from UHNW advisory

ELIZA BAVIN  |  TUESDAY, 25 NOV 2025
... bespoke wealth management solutions, including personalised investment strategies, tax and estate planning, second-generation advice, philanthropy, and private client advisory services. "We are thrilled to welcome Garth and Cathy to the Mason Stevens ...

Diverged focus for HNWs presents adviser opportunity: Report

MATTHEW WAI  |  MONDAY, 24 NOV 2025
Australia's high-net-worth (HNW) population continues to grow but so do risks related to their investments, as over a quarter now seek advice due to shifted priorities and a focus on private markets. LGT Wealth Management's 2025 State of Wealth ...