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Showing 301 - 310 of 13219 results for "Adviser"

AMP upgrades North

ANGELIQUE MINAS  |  WEDNESDAY, 17 DEC 2025
... deliver greater efficiency when engaging with clients. AMP group executive and platforms director Edwina Maloney and head of adviser experience and digital Peter Batsakis said the new kind technology functions to address an industry need to support advisers ...

Why a single insto client is a massive business risk

KARREN VERGARA  |  TUESDAY, 16 DEC 2025
The closures of several active fund managers following the loss of a major mandate has underscored the importance of having a diversified client base, as one $2.2 billion manager warns this has become a substantial business risk. This year alone saw ...

Sequoia expects earnings hit from Shield, First Guardian

KARREN VERGARA  |  TUESDAY, 16 DEC 2025
Sequoia Financial Group's embattled licensee and adviser services division flagged it is currently making healthy earnings but expects to take a hit from the First Guardian Master Fund and Shield Master Fund debacle. The unit, which is embroiled in ...

Centrepoint Alliance expects core profit to top guidance

RIDDHIMA TALWANI  |  TUESDAY, 16 DEC 2025
... experiencing strong organic growth, which has increased its ranking to number two in the licensee market, driven by continued adviser recruitment and high retention rates. Centrepoint saw its net profit after tax (NPAT) reduce by over $2.6 million in ...

AWAG makes two strategic investments

ELIZA BAVIN  |  TUESDAY, 16 DEC 2025
Australian Wealth Advisors Group (AWAG) has made two strategic investments, in Avalon Financial Services and SWR Chartered Accountants, doubling its authorised representatives from 40 to 80 across Australia. Avalon is a Sydney-based company specialising ...

Praemium acquires Technotia Laboratories

ANGELIQUE MINAS  |  MONDAY, 15 DEC 2025
Praemium will buy advanced technology, and computing machinery and intelligence (CM&I) specialist Technotia Laboratories. Under the deal, Praemium will acquire 9,047,045 ordinary Technotia Laboratories shares at $0.829 per share, bringing the total ...

ASIC suspends MW Planning AFSL over missing responsible manager

MATTHEW WAI  |  FRIDAY, 12 DEC 2025
ASIC has suspended the Australian financial services licence (AFSL) of MW Planning, a subsidiary of MWL Financial Group, after it failed to appoint a new responsible manager. The AFSL is suspended until 8 June 2026. ASIC said MW Planning failed to fulfil ...

Betashares-backed firm names inaugural managing partner

ELIZABETH FRY  |  THURSDAY, 11 DEC 2025
... business. In the new role, Cameron Spittle will oversee all aspects of the business, including strategic direction, national adviser engagement, as well as ensuring excellence in investment, operations and technology capabilities. The firm, which now ...

Australian Ethical adds trader and BDM

ELIZABETH FRY  |  THURSDAY, 11 DEC 2025
... support advisers in New South Wales, the ACT and Western Australia. The recruit brings significant experience and strong adviser relationships from his previous roles at Macquarie Group and, more recently, Ophir Asset Management. Leah Willis, Australian ...

Mulino looks to reform CSLR

ELIZA BAVIN  |  THURSDAY, 11 DEC 2025
... sector. In total, financial advisers will pay $30.4 million this year - 45% of the total levy of $67.3 million. Using ASIC's adviser numbers of 15,041, that's an extra almost $700 per adviser - taking the total cost this year to over $2000 per adviser. ...