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Showing 1 - 10 of 298 results for "Advice firms"

Ascalon snaps up consulting talent

ELIZABETH FRY  |  THURSDAY, 17 JUL 2025
... custom investment strategies across equities, fixed income, and SMA solutions. He has worked closely with independent advice firms to align investment solutions with both client goals and business strategy. With a background spanning managed account ...

Betashares acquires InvestSense, launches Trellia Wealth Partners

KARREN VERGARA  |  MONDAY, 14 JUL 2025
... investments, portfolio design and implementation support. This is in addition to providing practice management services to advice firms, consulting on matters such as succession planning, client engagement and intergenerational wealth strategies. The ...

DASH partners with S64

ELIZA BAVIN  |  THURSDAY, 22 MAY 2025
... S64 have announced a strategic partnership designed to enhance access to private market investments for financial advice firms and their clients. Through the partnership, Australian advisers will have access to private markets, multi-jurisdictional regulatory ...

WTL mergers three advice firms amid joint venture

KARREN VERGARA  |  FRIDAY, 4 APR 2025
WT Financial Group (WTL) is consolidating three financial advice practices - Titan Financial Planning, Darwin Financial Services and Wealth Connect Financial Services - after announcing its joint venture with Merchant Wealth Partners this week. The ...

WT Financial enters JV with Merchant Wealth

ELIZA BAVIN  |  MONDAY, 31 MAR 2025
... entity - WTL & MWP Investco (Investco) - intends to provide strategic growth capital to high-potential financial advice firms across Australia. In line with Merchant's Wealth's global model, Investco will also take non-controlling interests and will ...

Infocus adds to leadership team

JAMIE WILLIAMSON  |  THURSDAY, 27 MAR 2025
... and was head of private wealth at Kelly+Partners. Fogarty will lead the Infocus Partner Program (IPP), working with advice firms to "deliver capital solutions, operational efficiencies and integrated support systems designed to drive long-term growth." ...

Property developer, investment firm goes 'all in' on Australia

ANDREW MCKEAN  |  WEDNESDAY, 26 FEB 2025
... Australian financial services business in the lead up to the 2018 Banking Royal Commission and currently partners with 35 advice firms across Australia. "We are investing in established and profitable small to mid-tier financial services firms across ...

Firms treat CSLR as 'insurance policy': FAAA

KARREN VERGARA  |  MONDAY, 2 DEC 2024
... million in compensation. However, Dixon Advisory victims are expected to receive nearly $400 million in total that advice firms and major companies will have to fork out. Hence, FAAA chief executive Sarah Abood is calling for more scrutiny of PI arrangements ...

'New class of advisers' need clear-cut distinction: FAAA

KARREN VERGARA  |  THURSDAY, 28 NOV 2024
... future," she said. Advice practices can too leverage NCAs to advise children or the grandchildren of existing clients. "Advice firms should have this option. This provides a level playing field, enhances competition and it gives consumers more choice," ...

Fair Work ruling, ASIC put offshoring arrangements on notice

KARREN VERGARA  |  THURSDAY, 14 NOV 2024
... territory," she said. The use of outsourced providers operating overseas has become popular among many financial advice firms. In the context of this latest ruling, Cornelissen said Australian businesses should consider offshoring in partnership with ...
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