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| | | 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 ... |
| | | | ... capability which brings a range of new areas and responsibilities to plan for and manage. Louise's experience with current risk frameworks, regulatory oversight and investment operations will be invaluable as we mature and grow our business, and ... |
| | | | Aware Super has added former Future Fund investment chief Sue Brake (pictured) to its trustee board, effective 1 January 2026. Brake has been an independent member of the Aware Super Investment Committee since April and brings more than 30 years of ... |
| | | | After admitting it didn't sufficiently assess the First Guardian Master Fund before making it available to super members, Netwealth is being sued by ASIC and will repay $101 million to victims. More than 1000 investors had their money in the First ... |
| | | | ... get directly to the source. "We needed to start to get involved when [advisers] first meet their client," he said. While current technology is providing foundational supports, he added, it still lacklustre in the face of mounting demands for accessible ... |
| | | | Natixis Investment Managers and Generali Investment Holdings (GIH) have decided to call off their plans for a joint venture, citing conditions not ripe to reach a final agreement. Natixis' owner BPCE and GIH's parent company Generali said they ... |
| | | | 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 said it expects strong momentum to push its core profit to the top end of its guidance of $11.5 million to $12 million for the full year. The financial services firm forecasts EBITDA for H1 FY26 at $6 million, a 13% jump in earnings ... |
| | | | ... therefore largely inelastic," the paper read. "As of 20 November 2025, there were over 6400 AFSL holders with over 52,000 current authorised representatives, and approximately 4400 ACL holders with over 49,000 current credit representatives operating ... |
| | | | Aberdeen Investments has reached an agreement with MFS Investment Management to acquire nine MFS funds to create two separate closed end funds. Aberdeen Investments has reached an agreement with MFS to acquire the management of nine closed end funds ... |
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