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Showing 181 - 190 of 10634 results for "Advice"

Advice veteran's exit creates $1bn Tassie wealth group

KARREN VERGARA  |  WEDNESDAY, 8 JUL 2026
... practices with aligned philosophies and client-first values. The merged business will oversee about $1 billion in funds under advice, operate from three Tasmanian offices and a satellite office Canberra, and employ 14 advisers and 40 staff. The combined ...

arcpoint OCIO scores more mandates, Larapinta Private launches

KARREN VERGARA  |  TUESDAY, 7 JUL 2026
... for it with us, inside a governed and accountable structure, while we stay focused on strategy and our clients." Sydney advice firm Sherlock Wealth engaged arcpoint to strengthen its investment committee process, and provide research, analysis and recommendations. ...

June adviser exam registers 72% pass rate

KARREN VERGARA  |  MONDAY, 6 JUL 2026
... or 92.8% of candidates have passed the exam, which ASIC said demonstrates having the skills to apply their knowledge of advice construction, ethics and legal requirements to the practical scenarios tested in the exam. This marks the 33rd exam cycle. ...

Retirement confidence slides in Australia

VINNY VUCAGO  |  MONDAY, 6 JUL 2026
... Queensland and Australia. Farrar attributed the stronger member outcomes to the fund's focus on retirement support and advice. "This highlights the impact of our sustained investment in accessible guidance and affordable advice. We're committed to ensuring ...

Financial services CSLR Levy hits $198m

MATTHEW WAI  |  THURSDAY, 2 JUL 2026
... CSLR has processed 1567 claims, up from 912 in the initial levy estimate, it said. As a result, the personal financial advice sub-sector will see its responsible levy skyrocket to $190.3 million, a $63.4 million increase for the new financial year. CSLR ...

WT Financial bets on scaling advice practices

RIDDHIMA TALWANI  |  THURSDAY, 2 JUL 2026
WT Financial (WTL) is betting on scaling advice practices by consolidating its Hubco strategy, under which it is selling its consumer-facing subsidiaries to its first Hubco investment, Titan Advice Group (TAG). It is divesting from its subsidiaries ...

Centrepoint completes $3m client book acquisition

VINNY VUCAGO  |  THURSDAY, 2 JUL 2026
... the client books and employed advisers from Cairns Wealth and Pinnacle Wealth further expanding its salaried financial advice business. The ASX-listed advice group confirmed final settlement of the transaction occurred July 1, following agreements announced ...

Bell Potter launches private wealth platform

KARREN VERGARA  |  WEDNESDAY, 1 JUL 2026
... Bell Potter Private Wealth (BPPW), a new platform that helps service its 300,000 clients with $92.1 billion in funds under advice. The platform centralises investment advice, portfolio management and consolidated reporting to give clients clearer visibility ...

Tribunal shortens financial adviser's five-year ban

KARREN VERGARA  |  WEDNESDAY, 1 JUL 2026
... Financial adviser Christian Henry has scored a partial win in reducing ASIC's five-year ban on providing personal financial advice to three years upon appeal. Henry was initially banned by ASIC while he worked at MWL Financial Services over advice ...

Esencia seals third merger

VINNY VUCAGO  |  WEDNESDAY, 1 JUL 2026
... Financial Group in a deal that brings around 650 clients and four financial advisers into the business. The Shellharbour-based advice firm is Esencia Wealth's third merger this year as it continues its ambition of advising 10,000 clients nationally. ...