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Showing 11 - 20 of 330 results for "Advice firms"

Akambo ventures into asset consulting, makes first hire

MATTHEW WAI  |  MONDAY, 30 MAR 2026
... "I'm very excited about the opportunity to join Vertex, a dynamic organisation that provides a full service to advice firms, not just a single solution, which is greatly needed in today's highly compliant environment." "It is a great group of ...

Ironbark brings businesses under one national banner

RIDDHIMA TALWANI  |  WEDNESDAY, 18 MAR 2026
... investors, while its trustee business builds funds and managed accounts in partnership with fund managers, consultants, advice firms and platforms. "Over the past 15-plus years we've built Ironbark with one belief at its core: when you put clients first ...

Evidentia hires from Vanguard

ELIZABETH FRY  |  THURSDAY, 26 FEB 2026
Evidentia Private has hired a Melbourne-based senior asset consultant to look after financial advice firms in Victoria and Tasmania. Matthew Cho joins from Vanguard, where he was most recently head of its multi-asset solutions business in Australia. ...

HUB24 posts record HY inflows, advisers on platform jump by 8%

RIDDHIMA TALWANI  |  THURSDAY, 19 FEB 2026
... record of $10.7 billion in the first half of the year. HUB24 noted the emergence of new mid-to-large sized independent advice firms following a period of significant disruption as investment returns in the industry. "Independent advice, accounting and ...

Drummond steps up governance and adviser support

ELIZABETH FRY  |  THURSDAY, 5 FEB 2026
... paper. That perspective is invaluable as we continue to scale and partner with some of the country's leading advice firms." "Having someone who has implemented Drummond managed accounts from the advice side and who has run a licensee gives us a level ...

Coastline Advice, Edge Advisory Partners to merge

ANGELIQUE MINAS  |  FRIDAY, 19 DEC 2025
Victorian financial advice firms Coastline Advice and Edge Advisory Partners have announced plans to merge and create a multi-disciplinary advice business. The combined entity will operate under the Coastline Advice brand, and will collectively house ...

Mulino looks to reform CSLR

ELIZA BAVIN  |  THURSDAY, 11 DEC 2025
... advice in that sector." The Financial Advice Association Australia (FAAA) chief executive Sarah Abood said asking advice firms to pay 22% of the CSLR special levy was "unfair and unsustainable". "Advisers paying the largest share of the levy had nothing ...

EWM to buy three advice firms

ANGELIQUE MINAS  |  MONDAY, 8 DEC 2025
Financial advice firm Eureka Whittaker Macnaught (EWM) has announced three new acquisitions, advancing its ambitions to become a 'super firm'. Before the year's end, EWM will acquire MSI Taylor Wealth Management led by Peter O'Callaghan and Daniel Shine ...

Advisers want to boost client book by 36%: CFS

KARREN VERGARA  |  MONDAY, 24 NOV 2025
... founder Recep Peker said building more streamlined and profitable practices is a key strategic priority for most advice firms, with the majority focused on simplifying operations and increasing revenue per client over the next three years. "Many see ...

Talent crunch lifts base salaries for advisers: Kaizen

RIDDHIMA TALWANI  |  THURSDAY, 20 NOV 2025
... report said. Thompson noted that it has been particularly challenging for private wealth managers and public practice advice firms to hire because of non-compete clauses and client ownership issues. "In contrast, super funds have been able to recruit ...