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Showing 11 - 20 of 9787 results for "advisers"

Centrepoint Alliance acquires two advice firms

KARREN VERGARA  |  MONDAY, 1 JUN 2026
... million from Astute Financial Management. The two practices, which operate within the Astute network, will add three advisers to Centrepoint, as well as add $1.5 million to revenue. Advisers from Cairns Wealth will operate from Astute premises in Cairns ...

We don't always vote in complainants' favour: AFCA

MATTHEW WAI  |  MONDAY, 1 JUN 2026
The Australian Financial Complaints Authority (AFCA) addressed a crowd of financial advisers at the MDS Self Licensing Summit 2026, busting the myth the ombudsman is always targeting them. Speaking at a discussion panel at last Thursday, AFCA senior ...

Small pocket of failed measures can 'blow the entire business': Anderson

MATTHEW WAI  |  FRIDAY, 29 MAY 2026
... inadequately enforced. He provided InterPrac Financial Planning as an example, where misconduct of only a small portion of advisers can be a detriment for the entire business. "There's a number of very good advisers at InterPrac but what this [the ...

Marex Group expands structured products to HNWIs

MATTHEW WAI  |  FRIDAY, 29 MAY 2026
... Fayard said Marex will focus on building relationships with private banks, wealth managers, and independent financial advisers (IFAs) across Australia. "The financial products expansion will initially be driven out of Singapore, building on that existing ...

APRA slaps additional licence conditions on HTFS Nominees

KARREN VERGARA  |  FRIDAY, 29 MAY 2026
... its investment governance frameworks and practices, and just how rigorous it looks at options before it offers them to advisers and their clients. Adding more to its troubles, ASIC announced last wee k it commenced civil penalty proceedings against ETSL ...

More advisers go self-licensed to avoid associative risks

MATTHEW WAI  |  THURSDAY, 28 MAY 2026
An industry expert said financial advisers are increasingly moving towards a self-licensed model to gain better control of their business, while avoiding the risks of operating under large dealer groups. My Dealer Services (MDS) managing director Alex ...

Royal London AM extends SS&C mandate for new Aussie funds

RIDDHIMA TALWANI  |  WEDNESDAY, 27 MAY 2026
... trust launch process for our team, allowing us to focus on building direct relationships with Australian investors and advisers." "We are pleased to further our long-term relationship with Royal London Asset Management as they continue developing their ...

Scarcity Partners takes minority stake in Infocus

VINNY VUCAGO  |  WEDNESDAY, 27 MAY 2026
... undisclosed. Scarcity Partners notes the deal reflects growing demand for strategic capital among advice businesses as advisers contend with rising compliance obligations, technology costs and increasingly complex client needs. Infocus said it currently ...

FAAA pushes for 'fundamental' changes to CSLR

KARREN VERGARA  |  TUESDAY, 26 MAY 2026
... changes" to how the Compensation Scheme of Last Resort (CSLR) is funded, arguing it would be detrimental to financial advisers and small businesses if it continues in its current form. To avoid this, the association wants the CSLR to capture managed ...

MPC Markets partners with HeirWealth

VINNY VUCAGO  |  TUESDAY, 26 MAY 2026
... power the portfolio reporting capabilities within its Mosaic client platform. The partnership will provide MPC Markets advisers with consolidated multi-asset reporting, automated branded review documents and broader total wealth visibility for clients ...