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Showing 421 - 430 of 9969 results for "advisers"

Sequoia expects earnings hit from Shield, First Guardian

KARREN VERGARA  |  TUESDAY, 16 DEC 2025
... units," Sequoia said. ASIC is currently suing Sequoia's subsidiary Interprac Financial Planning, alleging its financial advisers provided thousands of Australians poor financial advice and put their retirement savings at significant risk. In August ...

Centrepoint Alliance expects core profit to top guidance

RIDDHIMA TALWANI  |  TUESDAY, 16 DEC 2025
... H1 FY26 at $6 million, a 13% jump in earnings in the first half of the year. Centrepoint has a total of 588 licensed advisers, with a net growth of 15 advisers since July 2025. It is currently onboarding an additional 40 advisers for the business and ...

AWAG makes two strategic investments

ELIZA BAVIN  |  TUESDAY, 16 DEC 2025
... 40 to 80 across Australia. Avalon is a Sydney-based company specialising in licensing solutions for wealth management advisers. It also provides practice solutions to its authorised representatives. "Avalon is a bespoke, boutique firm, focusing on leading ...

Praemium acquires Technotia Laboratories

ANGELIQUE MINAS  |  MONDAY, 15 DEC 2025
... will advance Praemium's ambitions of enhancing its artificial intelligence-powered tools for high-net-worth financial advisers, by leveraging Technotia Laboratories' proprietary technology and scientific expertise. Since 2024 it has been collaborating ...

ASIC suspends MW Planning AFSL over missing responsible manager

MATTHEW WAI  |  FRIDAY, 12 DEC 2025
... recommended Shield to more than 750 clients who then collectively invested about $155 million, ASIC said. Further, five MWL advisers were banned for recommending the doomed investment scheme between July and October. Last month, ASIC took legal action ...

Australian Ethical adds trader and BDM

ELIZABETH FRY  |  THURSDAY, 11 DEC 2025
... and investment teams, appointing a new business development manager and senior equities trader. Aaron Lin will support advisers in New South Wales, the ACT and Western Australia. The recruit brings significant experience and strong adviser relationships ...

Betashares-backed firm names inaugural managing partner

ELIZABETH FRY  |  THURSDAY, 11 DEC 2025
... entity supported by Betashares Financial Group. Trellia Wealth said the appointment reflects its commitment to providing advisers with a comprehensive, purpose-built managed account capability, combining index-based, actively managed, and bespoke portfolio ...

Mulino looks to reform CSLR

ELIZA BAVIN  |  THURSDAY, 11 DEC 2025
... I'm going to look at other possible sources of funding. So, that would include the parent companies of financial advisers as one possible option. It would include high-risk MISs, and I know that some of the stakeholders may put to me the idea of ...

AMP to pay $29m to settle class action

RIDDHIMA TALWANI  |  THURSDAY, 11 DEC 2025
AMP has settled a class action brought by Shine Lawyers in 2020, which claimed the firm's financial advisers breached their fiduciary and statutory duties to an estimated 100,000 clients. The AMP commissions and insurance class action was commenced ...

NAB Private Wealth, JBWere names CIO

KARREN VERGARA  |  TUESDAY, 9 DEC 2025
... name to leave the company around the same time. Lykouras is now the chief executive of the Stockbrokers and Investment Advisers Association (SIAA). NAB Private Wealth and JBWere chief executive Michael Saadie said Campbell's appointment reflected ...