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Showing 21 - 30 of 361 results for "Advice practices"

Sequoia offloads InterPrac in $50k fire sale

KARREN VERGARA  |  MONDAY, 23 MAR 2026
... superannuation funds who received advice to select such APRA-regulated superannuation funds from the three terminated advice practices, noting InterPrac's exposure to these failures was entirely within APRA-regulated super funds and not on a direct ...

Former Mason Stevens investments lead sets up own OCIO

JAMIE WILLIAMSON  |  WEDNESDAY, 25 FEB 2026
... in partnership with Fiduciary Partners. Jacqueline Fernley has founded arcpoint OCIO, a dedicated resource for advice practices, family offices and charities and foundations. The business aims to provide differentiated investment outcomes, including ...

ASIC reviews lead generators again, names advisers using them

JAMIE WILLIAMSON  |  WEDNESDAY, 18 FEB 2026
... is concerned that consumers may be being exposed to risk of significant losses. It will look at the financial advice practices and groups using lead generation services and the nature of the arrangements. Where needed, ASIC said it will take disruptive ...

Drummond steps up governance and adviser support

ELIZABETH FRY  |  THURSDAY, 5 FEB 2026
... the operational, compliance, technology and client communication challenges of adopting managed accounts within advice practices. Earlier in his career, Mitchell worked at BT Advice, starting as a financial adviser before becoming a professional capability ...

WT Financial Group clear on 2026 strategy, rebrands retail advice arm

MATTHEW WAI  |  WEDNESDAY, 4 FEB 2026
... for Vesta; our goal is to encourage them to find a job within our network," Cullen said. "That's so that our advice practices are recruiting someone that can produce revenue from day one, rather than having to fund the cost of putting them through their ...

Integro announces first east coast hire

ELIZABETH FRY  |  THURSDAY, 29 JAN 2026
... set in investing and the passing on of wealth from Australia's ageing population." "Acquisition of existing advice practices also remains a key focus, and Adam brings years of experience in identifying and integrating smaller firms into larger, more ...

Morningstar bulks up managed portfolios team

ELIZABETH FRY  |  THURSDAY, 15 JAN 2026
... he will drive Morningstar's distribution strategy for its managed portfolios across licensees, platforms, advice practices and financial advisers. His most recent role was head of intermediary distribution at Antipodes Group. Previously, he held ...

Betashares-backed firm names inaugural managing partner

ELIZABETH FRY  |  THURSDAY, 11 DEC 2025
... deliver these outcomes, and I look forward to deploying our growing institutional-grade capabilities to help advice practices take full advantage of the conducive environment for financial advice in Australia."

Advice sector looks to offshore talent to bridge skills gap

KARREN VERGARA  |  THURSDAY, 20 NOV 2025
... they're actually contributing to the conversation like other team members." Cornelissen also pointed out that some advice practices are investing in offshore talent, with team members successfully moving into practice management roles of the advice ...

HUB24 takes stake in Finura Digital

ELIZA BAVIN  |  WEDNESDAY, 19 NOV 2025
... technology solutions and leverages AI-powered natural language prompting to "address the productivity challenges for advice practices", HUB24 said. As part of the investment from HUB24, Finura has separated its advisory business into Finura Services ...