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Showing 481 - 490 of 10432 results for "Advice"

Invesco sells intelliflo to Carlyle Group

KARREN VERGARA  |  WEDNESDAY, 27 AUG 2025
Invesco will sell financial advice technology provider intelliflo to Carlyle Group for US$200 million. Carlyle will spin off intelliflo's US-based subsidiaries as a standalone business called RedBlack, to be run by a separate management team. intelliflo ...

Centrepoint Alliance profits down $2.6m

MATTHEW WAI  |  WEDNESDAY, 27 AUG 2025
... integrations with adviser software applications. The deal with Brighter Super also saw three advisers transitioning to Financial Advice Matters (FAM), increasing the total number of employed advisers to 22. FAM was acquired by Centrepoint Alliance in ...

ATO bares teeth at dentists pushing early super access

JAMIE WILLIAMSON  |  TUESDAY, 26 AUG 2025
The Australian Taxation Office (ATO) has warned of an increase in "dodgy advice" about accessing superannuation savings for non-critical medical procedures, like cosmetic dental work. The number of people accessing their super under the guise of medical ...

Winners named in annual IMAP Managed Account Awards

MATTHEW WAI  |  FRIDAY, 22 AUG 2025
... managed accounts to the capabilities they provide. "Managed accounts have become one of the fastest growing parts of the advice profession because they provide advisers and licensees with a superior way of delivering better client outcomes that more ...

Anti-hawking exemption for advisers a 'silly carve out': SCA

MATTHEW WAI  |  THURSDAY, 21 AUG 2025
... financial services, and pushing for an amendment to the Corporations Act to ban the unsolicited sale or 'hawking' of financial advice. It also wants to see lead generators prohibited from targeting Australians about super or other financial products ...

Canaccord Genuity buys Wilsons Advisory

JAMIE WILLIAMSON  |  THURSDAY, 21 AUG 2025
... The combined wealth operations will have $17 billion in fee-generating client assets and about $42 billion in funds under advice. Meantime, the merged capital markets division will provide comprehensive corporate financing and advisory services across ...

Insignia Financial back in the black

JAMIE WILLIAMSON  |  THURSDAY, 21 AUG 2025
... years, which included transitioning its master trust technology and operations to SS&C and divesting much of its financial advice operations. The wealth manager attributed the return to profit to the success of that program, with underlying net profit ...

Salter Brothers acquires Causeway AM

ELIZA BAVIN  |  THURSDAY, 21 AUG 2025
... business. Causeway is an Australian private credit fund manager with more than $600 million in assets under management and advice. Salter Brothers managing director Paul Salter said he was delighted to welcome the Causeway team into the fold. "We are ...

ASIC warns of 'sharp rise' in financial misconduct

MATTHEW WAI  |  THURSDAY, 21 AUG 2025
... services and retail investors category, which includes credit issues, licence obligations, and other conduct related to advice, insurance, and misleading and deceptive or unconscionable behaviour. One example cited by ASIC was a report of a financial ...

MLC Expand adds general manager

JAMIE WILLIAMSON  |  WEDNESDAY, 20 AUG 2025
... exceptional client experiences, aligns perfectly with our ambition to be the leaders in a new era of super and retirement advice and investment technology," McCarthy said. "MLC Expand is entering a period of significant growth and change, and Heidi's ...