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Showing 1 - 10 of 1150 results for "A3 Group"

Sequoia caves into InterPrac sale undertaking, ASIC withdraws proceedings

KARREN VERGARA  |  WEDNESDAY, 5 AUG 2026
With ASIC withdrawing legal proceedings against Sequoia Financial Group after it entered an undertaking not to put the Cross Deed of Guarantee at risk tied to the sale of InterPrac Financial Planning, the group remains coy about the deal with Conquest ...

Platforms are not solution providers: AZ NGA

MATTHEW WAI  |  FRIDAY, 31 JUL 2026
AZ NGA group chief executive Paul Barrett warned platforms should stay in their lane rather than overstep to improve financial adviser productivity, reiterating that it is the advice business' responsibility to do so. Speaking at the Financial Services ...

Local advice sector an attractive opportunity for global PE firms

MATTHEW WAI  |  THURSDAY, 30 JUL 2026
Local experts are observing a growing investment opportunity in Australian advice platforms that may not be as apparent for global investors, but since the sector is currently at its "infancy", many can capitalise on buying low and selling high. Speaking ...

Morningstar predicts platforms to pull Centuria Bass Credit Fund

KARREN VERGARA  |  TUESDAY, 28 JUL 2026
Amid a ratings downgrade and possible governance issues concerning the Centuria Bass Credit Fund (CBCF), Morningstar predicts the property debt fund will be pulled from major investment platforms and unlikely receive new inflows. In an analyst note ...

The advice opportunity for medical professionals: NAB

MATTHEW WAI  |  TUESDAY, 28 JUL 2026
... 53,000 medical professionals across the country, and some 63% own their private practice, either individually or as part of a group, and are faced with staff management (77%), navigating regulatory and compliance requirements (69%), and a lack of formal ...

Centuria quashes governance allegations amid fund downgrades

MATTHEW WAI  |  FRIDAY, 24 JUL 2026
Centuria Capital Group (CNI) has swiftly provided a response to media reports suggesting that its exposure to the Bathla Group, a Sydney-based property constructor and developer, raised questions over its governance, following a downgrade of one of ...

Infinity AM wins SMID fund mandate

KARREN VERGARA  |  MONDAY, 20 JUL 2026
Viridian Financial Group's Infinity Asset Management won a mandate to oversee a small to mid-capitalisation fund that was previously under the remit of Renaissance Asset Management. Ironbark Asset Management appointed Infinity to manage the Ironbark ...

Former T. Rowe Price distribution head finds new role

MATTHEW WAI  |  FRIDAY, 17 JUL 2026
After a four-month hiatus, the sales director is now calling Evidentia Private, the private wealth arm of Evidentia Group, home. Former T. Rowe Price head of intermediary sales for Australia Jonathon Ross has joined Evidentia Private as principal, private ...

Evidentia appoints head of product

RIDDHIMA TALWANI  |  TUESDAY, 14 JUL 2026
Evidentia Group has named Mark Spring as head of product for strategy and managed funds. Spring has deep expertise in product development and management, having helped grow several large asset managers including Citigroup, Legg Mason, and NAB/MLC. Prior ...

BNP Paribas Asset Management ANZ chief exits

KARREN VERGARA  |  TUESDAY, 7 JUL 2026
The long-serving chief executive of BNP Paribas Asset Management's local business has left the company. After leading BNP AM's Australia and New Zealand operations for more than 14 years, David Grybas is no longer with the company. BNP Paribas ...
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