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Showing 11 - 20 of 334 results for "Advice firms"

Data, compliance key to successful technology-enabled advice

KARREN VERGARA  |  WEDNESDAY, 20 MAY 2026
While financial advice firms are at different stages of embracing artificial intelligence (AI), experts urge not to overlook two key areas before they go all in: data quality and compliance. Before considering anything else, a panel of technology and ...

Bell Financial launches Tandem Capital

VINNY VUCAGO  |  WEDNESDAY, 20 MAY 2026
... Tandem Securities and Tandem Clearing. Fox said the addition strengthens the group's ability to provide financial advice firms with either end-to-end or tailored solutions designed to complement their existing client propositions. Founded in 1970 ...

Esencia Wealth expands into Queensland

RIDDHIMA TALWANI  |  THURSDAY, 16 APR 2026
Esencia Wealth has expanded into Queensland, adding 300 clients to its portfolio by merging with two advice firms in the state. Merging with Financial 3 Wealth and Marsden Wealth Advisers will mark Esencia Wealth's first office in Brisbane, building ...

Merchant pledges long-term commitment to Australia with new hires

MATTHEW WAI  |  THURSDAY, 9 APR 2026
... experience and alignment that firms need as the sector enters its next phase," Brinker said. "The most successful advice firms over the decade ahead will be those that grow with discipline and true partnership. Our model is built for that, founder-aligned ...

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 ...