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| | | There was no shortage of news impacting the financial advice community this year, with advisers bearing the brunt of negative sentiment in the wake of First Guardian and Shield collapses. But there were some bright spots throughout the year, including ... |
| | | | ... capability to enhance efficiency and client engagement. The North Interactive Wealth portal has been designed to assist advisers to increase capacity and deliver greater efficiency when engaging with clients. AMP group executive and platforms director ... |
| | | | ... ultra-high-net-worth investors, and offers direct investments such as unit trusts and managed accounts, and indirectly via financial advisers. Super funds increasingly moving money to be managed internally is a growing trend that active fund managers ... |
| | | | ... units," Sequoia said. ASIC is currently suing Sequoia's subsidiary Interprac Financial Planning, alleging its financial advisers provided thousands of Australians poor financial advice and put their retirement savings at significant risk. In August ... |
| | | | ... H1 FY26 at $6 million, a 13% jump in earnings in the first half of the year. Centrepoint has a total of 588 licensed advisers, with a net growth of 15 advisers since July 2025. It is currently onboarding an additional 40 advisers for the business and ... |
| | | | ... 40 to 80 across Australia. Avalon is a Sydney-based company specialising in licensing solutions for wealth management advisers. It also provides practice solutions to its authorised representatives. "Avalon is a bespoke, boutique firm, focusing on leading ... |
| | | | ... will advance Praemium's ambitions of enhancing its artificial intelligence-powered tools for high-net-worth financial advisers, by leveraging Technotia Laboratories' proprietary technology and scientific expertise. Since 2024 it has been collaborating ... |
| | | | ... recommended Shield to more than 750 clients who then collectively invested about $155 million, ASIC said. Further, five MWL advisers were banned for recommending the doomed investment scheme between July and October. Last month, ASIC took legal action ... |
| | | | ... and investment teams, appointing a new business development manager and senior equities trader. Aaron Lin will support advisers in New South Wales, the ACT and Western Australia. The recruit brings significant experience and strong adviser relationships ... |
| | | | ... entity supported by Betashares Financial Group. Trellia Wealth said the appointment reflects its commitment to providing advisers with a comprehensive, purpose-built managed account capability, combining index-based, actively managed, and bespoke portfolio ... |
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