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Showing 261 - 270 of 9814 results for "Advisers"

Drummond Capital broadens access to private markets offering

MATTHEW WAI  |  FRIDAY, 19 DEC 2025
... debt, and real assets. The launch aligns with HNW clients' demand for private asset investments, while providing "advisers the benefits that come from utilising a managed account structure", BT head of managed accounts Zac Leman said previously. ...

Coastline Advice, Edge Advisory Partners to merge

ANGELIQUE MINAS  |  FRIDAY, 19 DEC 2025
... regional Victoria and New South Wales. Similarly, it advances the firms' ambitions of providing a platform for other advisers seeking succession and business growth solutions by streamlining their access to AZ NGA's network, she said. "This merger delivers ...

Most read in 2025: Financial advice

STAFF WRITER  |  FRIDAY, 19 DEC 2025
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 ...

AMP upgrades North

ANGELIQUE MINAS  |  WEDNESDAY, 17 DEC 2025
... 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 ...

Why a single insto client is a massive business risk

KARREN VERGARA  |  TUESDAY, 16 DEC 2025
... 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 ...

Sequoia expects earnings hit from Shield, First Guardian

KARREN VERGARA  |  TUESDAY, 16 DEC 2025
... 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 ...

Centrepoint Alliance expects core profit to top guidance

RIDDHIMA TALWANI  |  TUESDAY, 16 DEC 2025
... 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 ...

AWAG makes two strategic investments

ELIZA BAVIN  |  TUESDAY, 16 DEC 2025
... 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 ...

Praemium acquires Technotia Laboratories

ANGELIQUE MINAS  |  MONDAY, 15 DEC 2025
... 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 ...

ASIC suspends MW Planning AFSL over missing responsible manager

MATTHEW WAI  |  FRIDAY, 12 DEC 2025
... 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 ...