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Showing 411 - 420 of 10432 results for "Advice"

Equity Story to raise $3.5m to enter property sector

RIDDHIMA TALWANI  |  THURSDAY, 16 OCT 2025
... expansion of its funds management business, with a particular focus on entering the property sector. The stock market trading advice group will issue approximately 353,695,724 shares for the offer and it will rank equally with existing shares on issue. ...

Feature: Compliance | Passing the buck

ELIZA BAVIN  |  WEDNESDAY, 15 OCT 2025
... people who want to do wrong. There were a lot of conflicts of interest with everybody involved; some of the super funds, the advice businesses, the research houses, the lead generators, which likely prevented people from exercising the degree of scrutiny ...

FINSIA's struggle to find scale

ELIZA BAVIN  |  WEDNESDAY, 15 OCT 2025
... financial services professionals of all backgrounds, including the banking, institutional markets, funds management, financial advice and securities sectors. It currently has around 10,000 members. "In any member organisation, there's always a challenge ...

Integro appoints head of advice and growth

RIDDHIMA TALWANI  |  TUESDAY, 14 OCT 2025
Integro Private Wealth has appointed Glen Mesch as head of advice and growth, as it scales its national presence by accelerating growth on the east coast. In the role, Mesch will head the expansion of Integro's professional partner network across the ...

AZ NGA acquires majority stake in Geographe Financial Group

ANGELIQUE MINAS  |  TUESDAY, 14 OCT 2025
Advice platform AZ Next Generation Advisory (AZ NGA) has increased its stake in financial advice firm Geographe Financial Group (Geographe). Geographe has provided advice on superannuation, investments and insurance since 1976 for clients in Western ...

Government reviewing $3m super tax

ELIZA BAVIN  |  FRIDAY, 10 OCT 2025
... with us. In order for us to understand it better, we might have done some modelling, and that is for us to provide good advice to government," she said. Despite confirming conversations around amendments to the legislation have been had, Brown added ...

ASIC cancels CPG Research & Advisory's AFSL

RIDDHIMA TALWANI  |  FRIDAY, 10 OCT 2025
... Federal Court found Linchpin operated a fund unlawfully and without an AFSL. At one point, CPG had $7 billion in funds under advice, a client note showed, noting that the asset consultant was "Australia's foremost researcher of cash investment". ...

ASIC slams licensees' lax offshoring governance

KARREN VERGARA  |  FRIDAY, 10 OCT 2025
Most financial advice licensees that rely on offshore service providers (OSPs) fail to adequately assess, monitor and audit their arrangements thus putting their processes and business at risk, a new ASIC investigation reveals. ASIC's review of 10 financial ...

HUB24 launches new client reporting solution

ANGELIQUE MINAS  |  THURSDAY, 9 OCT 2025
... across multiple systems, using interactive visuals and client-specific data insights. Other features include the ability for advice practices to add market commentary, tailor templates, use their preferred wording for asset classes and categories, and ...

Annual ReCALIbrate recipients named

ANGELIQUE MINAS  |  WEDNESDAY, 8 OCT 2025
... Fortress Townsville financial adviser Alyssa Turner, Purely Finance provisional financial adviser Clare Telford, and Stella Advice director and life insurance specialist Kristy Mitchell. Each recipient is awarded a $2000 grant to attend the Financial ...