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Showing 11 - 20 of 816 results for "Advice Business"

Advice industry can't afford CSLR to be an 'unsustainable mess': FAAA

MATTHEW WAI  |  FRIDAY, 8 MAY 2026
A recent survey conducted by the Financial Advice Association Australia (FAAA) shows the Compensation Scheme of Last Resort (CSLR) levy will increase the cost of financial advice and may see a significant departure of advisers from the industry. The ...

M&A is not a 'scattergun' approach: AZ NGA

MATTHEW WAI  |  FRIDAY, 1 MAY 2026
... thematic in the industry currently." The group kicked off the year with a strong start, acquiring a Tasmanian advice business and plotting a regional advice hub through strategic partnerships in NSW. More recently, it has acquired national advisory firm ...

Esencia Wealth expands into Queensland

RIDDHIMA TALWANI  |  THURSDAY, 16 APR 2026
... national growth strategy. "Our expansion into Queensland represents a significant step in building a truly national advice business," Esencia Wealth chief executive Matthew Fenning said. "Financial 3 Wealth and Marsden Wealth Advisers share our commitment ...

Digital advice spurring demand for full personal advice: Report

KARREN VERGARA  |  WEDNESDAY, 15 APR 2026
New research from the Financial Services Council (FSC) reveals digital advice is activating the demand for full personal advice and presents the opportunity for the industry to finally provide regulated digital advice at scale. The role and value of ...

AZ NGA acquires Tasmanian advice firm

RIDDHIMA TALWANI  |  TUESDAY, 14 APR 2026
... growth in Tasmania," she said. "Our shared values and cultural alignment position us well to build a market leading advice business and broaden access to high-quality financial advice." FWA is licensed by Charter Financial Planning, which sits under ...

Akambo ventures into asset consulting, makes first hire

MATTHEW WAI  |  MONDAY, 30 MAR 2026
Akambo is expanding its scope, launching an asset consulting business and appointing a former Olympian to a senior role. Akambo has launched Vertex Investment Services, which partners with advice businesses to strengthen investment governance, portfolio ...

Managed accounts increase confidence amid volatility: Research

RIDDHIMA TALWANI  |  MONDAY, 23 MAR 2026
Over 40% of advisers agree clients in managed accounts are more confident and are less likely to act impulsively during market volatility compared with those not in managed accounts. Investment Trends' latest Managed Accounts Report, supported by State ...

Clime offloads advice business, keeps 10% stake

KARREN VERGARA  |  MONDAY, 16 MAR 2026
... on capital allocation and investment management, while maintaining strategic alignment with a practitioner-led advice business," Clime said. In recent months, Clime shuttered two funds and offloaded its retail client book for $1.65 million to an undisclosed ...

WT Financial Group focuses on B2B strategy as profits grow

MATTHEW WAI  |  FRIDAY, 27 FEB 2026
WT Financial Group (WTL), the ASX-listed financial advice group, saw its net revenue increase 17.8% to $15.4 million in the first half of FY26, as it continues to grow its Hubco and Investco strategy. Gross revenue and other income were $119.6 million ...

Super outflows persist but profits up at Insignia Financial

RIDDHIMA TALWANI  |  THURSDAY, 19 FEB 2026
... the line cash costs from $153 million to $16 million which has greatly improved our NPAT result." Profits in the advice business, including Bridges and Shadforth, came in at $12.2 million with net revenue rising to $85.8 million. Insignia Financial said ...