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Showing 1 - 10 of 267 results for "Advice group"

Entireti names former Perpetual chief as chair

RIDDHIMA TALWANI | TUESDAY, 14 JUL 2026

... the board at this pivotal time for Entireti," Entireti Group chief executive Neil Younger said. Younger said the advice group has completed significant M&A transactions in recent years and is now entering the next phase of growth. "Geoff brings extensive ...

WT Financial bets on scaling advice practices

RIDDHIMA TALWANI | THURSDAY, 2 JUL 2026

... 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 Vesta Partners and Vesta Wealth Partners to TAG, which helps high-quality advice ...

Centrepoint completes $3m client book acquisition

VINNY VUCAGO | THURSDAY, 2 JUL 2026

... 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 earlier this year. The ...

Capstone joins forces with PictureWealth to form $22bn FUA planning network

MICHELLE BALTAZAR | WEDNESDAY, 17 JUN 2026

... adviser AFSLs in the country. In the latest Rainmaker Adviser Report, the largest financial adviser AFSLs groups are RI Advice Group, Morgans Financial Limited, Akumin Financial Planning, Alliance Wealth and Picture Wealth. Count Financial, Lifespan ...

AFCA puts InterPrac determinations on ice

KARREN VERGARA | FRIDAY, 29 MAY 2026

The Australian Financial Complaints Authority (AFCA) is pausing all InterPrac Financial Planning-related determinations as court proceedings instigated by the latter are underway. For people affected, the pause in determinations mean their complaints ...

More advisers go self-licensed to avoid associative risks

MATTHEW WAI | THURSDAY, 28 MAY 2026

An industry expert said financial advisers are increasingly moving towards a self-licensed model to gain better control of their business, while avoiding the risks of operating under large dealer groups. My Dealer Services (MDS) managing director Alex ...

Super fund-backed AFSL adviser numbers drop: Rainmaker

RIDDHIMA TALWANI | FRIDAY, 22 MAY 2026

... advisers by 10.4% over the 12 months. The five AFSLs attracting the most advisers were Akumin Financial Planning, RI Advice group, Picture Wealth, Consultum and Canaccord Genuity Financial.

Merchant pledges long-term commitment to Australia with new hires

MATTHEW WAI | THURSDAY, 9 APR 2026

... control-driven." The business has been operating in Australia since 2022, taking a minority investment in a Brisbane-based advice group earlier this year, and partnering with ASX-listed financial advice network WT Financial Group to continue developing ...

Sale of Interprac raises eyebrows at ASIC

JAMIE WILLIAMSON | WEDNESDAY, 8 APR 2026

ASIC wants the Federal Court to appoint a receiver to investigate the fire sale of Interprac Financial Planning to Conquest Investment Partners, saying it has concerns over what it may mean for the advice group's creditors. The regulator has applied ...

Infocus reinforces focus on adviser support, governance with new hire

MATTHEW WAI | TUESDAY, 10 MAR 2026

Infocus has named its head of professional standards, hiring from Count. Phil Creswell has joined the national advice group, where he will oversee adviser audits, quality advice coaching, business health checks and adviser support, helping to ensure ...

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Mercer Super chief executive steps down

RIDDHIMA TALWANI | 12:01PM

Mercer Super chief executive Claire Ross is departing after almost 17 years in senior leadership roles at the retail super fund.

AusFood Super looks to revitalise member engagement

MATTHEW WAI | 11:30AM

The $3.5 billion super fund has partnered with InvestStream to launch RetireSmart+, becoming the first super fund to bring an AI-powered engagement experience to some 66,000 members.

L1 Group posts 'marked recovery' in June quarter

RIDDHIMA TALWANI | 12:13PM

L1 Group has reported a marked recovery in investment performance in the June quarter.

European PE firm mandates Apostle with Australian distribution

RIDDHIMA TALWANI | 11:50AM

Apostle Fund Management has been appointed by European investment firm Triton Partners for the distribution of its credit strategies in Australia and New Zealand.

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