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Showing 451 - 460 of 9798 results for "advisers"

Insignia offloads IOOF Alliances to Entireti

KARREN VERGARA  |  TUESDAY, 12 AUG 2025
... merge with Jigsaw Advice Solutions to form Entireti Alliances. About 70 self-licensed advisory firms and 350 financial advisers linked with IOOF Alliances will be part of the new structure. In total, Entireti Alliances will support 85 self-licensed advisory ...

CFS prices advice practice valuation gap at $1.1m

KARREN VERGARA  |  MONDAY, 11 AUG 2025
... businesses have an estimated $1.1 million valuation gap, a new survey from Colonial First State (CFS) shows, as most advisers are not prepared for the planned and unplanned sale of their practices. The Hidden Value Report, produced in conjunction with ...

MLC adds term deposits, ETFs to Expand

MATTHEW WAI  |  FRIDAY, 8 AUG 2025
... partnering with leading providers to offer access to term deposits and ETFs, to deliver better outcomes for clients and give advisers more flexibility to tailor investment strategies," McCarthy said. "By partnering with leading investment providers ...

Betashares details private markets play, signs first partner

JAMIE WILLIAMSON  |  FRIDAY, 8 AUG 2025
... partnership is with Cliffwater LLC, providing an AUD hedged exposure to its flagship US private credit strategy to financial advisers and their clients. The underlying Cliffwater Corporate Lending Fund Platform provides exposure to more than 3900 direct ...

InterPrac hit with $22m in AFCA complaints

KARREN VERGARA  |  FRIDAY, 8 AUG 2025
... offers both choice and member protections." To assist clients during this period, InterPrac has established a team of advisers and support staff to work with clients previously serviced by Venture Egg and Rhys Reilly, who is the managing director of ...

Legal costs weigh on AMP profits

JAMIE WILLIAMSON  |  THURSDAY, 7 AUG 2025
... George said. "Our cashflow trends are particularly encouraging, reflecting greater North flows from existing and new advisers, and improvements in flows for the S&I business. These positive cashflows, together with favourable market movements, have driven ...

WT Financial's Investco makes acquisition

ELIZA BAVIN  |  THURSDAY, 7 AUG 2025
... Financial principal Richard Rushby will remain with the business, continuing to advise clients, drive growth and mentor new advisers. WT Financial provided advisory and due diligence services to TAG, which said it is targeting more acquisitions. In addition ...

FAAA expands specialist education programs

MATTHEW WAI  |  THURSDAY, 7 AUG 2025
... more. FAAA general manager of education Anne Palmer said the expanded program responds to the heightened demand to from advisers for education in specific advice areas. "By expanding the Specialisations Program, we are helping advisers distinguish themselves ...

SQM sheds light on Shield Master Fund, First Guardian ratings

MATTHEW WAI  |  WEDNESDAY, 6 AUG 2025
... investor funds," Christopher continued. "It appears that these matters may not have been fully disclosed to ASIC, investors, advisers, platforms, or SQM Research. We understand that ASIC has been investigating these matters for a significant period of ...

Treasury launches consultation on CSLR breaching sub-sector levy caps

KARREN VERGARA  |  FRIDAY, 1 AUG 2025
... sector, the estimate is larger than the $20 million levy cap. In January, the CSLR announced it estimates that financial advisers will have to fork out $70 million to fund the scheme for FY26 - breaching the $20 million cap. Shortly after, former assistant ...