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Showing 21 - 30 of 334 results for "Advice firms"

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 ...

HUB24 takes stake in Finura Digital

ELIZA BAVIN  |  WEDNESDAY, 19 NOV 2025
... under two hours, with 43% completed in under 60 minutes. "We're seeing growing interest from larger national advice firms who recognise the productivity gains Advice Designer delivers," Worn said. "This investment positions us well to scale as demand ...

MBS Insurance partners with Orbital Life

ANGELIQUE MINAS  |  WEDNESDAY, 12 NOV 2025
... advisers, training and mentoring professional year candidates, and establishing joint venture relationships with advice firms but, adjacent to that, we've invested heavily in our systems, processes and technology to drive efficiencies and make ourselves ...

Outsourcing will 'supercharge' value of advice: Netwealth

MATTHEW WAI  |  TUESDAY, 4 NOV 2025
... change is a shift from a percentage-based model to a flat-fee model. This is evident from Netwealth's data on advice firms between 2016 and 2025," the report said. "It's particularly significant in portfolios with less than $250,000, and the ...

Shield, First Guardian fallout calls for tougher scrutiny on research houses, licensee governance

MATTHEW WAI  |  FRIDAY, 24 OCT 2025
... requires an urgent shakeup. Speaking to Financial Standard, Akambo managing director Joe Akiki has warned that financial advice firms without a sound governance framework will be prone to the rapidly changing environment, as platform providers and regulators ...

Complaints still too high: AFCA annual review

ANGELIQUE MINAS  |  THURSDAY, 23 OCT 2025
... collapses in the financial advice industry contributed to high volumes of complaints against advisers and financial advice firms. This type of complaint increased by 18% in FY25. Self-managed superannuation fund (SMSF) complaints grew by 95% to 1323. ...

Feature: Compliance | Passing the buck

ELIZA BAVIN  |  WEDNESDAY, 15 OCT 2025
... the research house that gave the funds' ratings. Abood says it's worth asking the question of whether the advice firms that relied on those ratings, and put the products on their product lists, should be held accountable for trusting that rating? ...