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Showing 481 - 490 of 10426 results for "advice"

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 ...

Only half of advice practices report positive earnings: Investment Trends

MATTHEW WAI  |  WEDNESDAY, 20 AUG 2025
The latest findings from Investment Trends reveal that only half of financial advice practices report positive momentum when it comes to profitability. The 2025 Adviser Business Model Report shows that profitability in the sector continues to improve ...

Australia emerges as managed accounts leader: Research

MATTHEW WAI  |  WEDNESDAY, 20 AUG 2025
... opportunity for future market growth, as the solution evolves from an operational tool to an integral component of a holistic advice model, Praemium said. "Managed accounts are enabling advisers to shift their focus from portfolio construction to strategic ...

HUB24 reports record inflows, user growth

JAMIE WILLIAMSON  |  TUESDAY, 19 AUG 2025
... At that point, 16% of advisers were using HUB24, with it now having doubled to 33%, it said. Over that time, funds under advice per adviser has also grown from $14 million in FY21 to $22 million today.

Adviser banned for UGC, Shield involvement

MATTHEW WAI  |  TUESDAY, 19 AUG 2025
... Pivotal Diversified Fund. The banning took effect from August 14. Rankin was an authorised representative of Next Generation Advice between 13 September 2021 and 11 November 2022 when he allegedly recommended his clients set up self-managed superannuation ...

Fiducian FUA reaches $5bn

KARREN VERGARA  |  MONDAY, 18 AUG 2025
Fiducian Group's funds under advice (FUA) hit $5 billion in the 2025 financial year as net inflows from salaried and franchisee financial advisers reached $343 million. FUA grew 4% year on year from $4.8 billion across its Core, Auxilium and Badges ...

Leaders push for overseas skills recognition

ELIZA BAVIN  |  MONDAY, 18 AUG 2025
... excessive fees, unnecessary red tape, slow and confusing processes, and lack of accountability. This comes after the Financial Advice Association Australia (FAAA) entered a memorandum of understanding (MoU) with the Financial Planning Standards Board ...