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Showing 31 - 40 of 829 results for "Advice Business"

Clime offloads advice business, keeps 10% stake

KARREN VERGARA  |  MONDAY, 16 MAR 2026
... on capital allocation and investment management, while maintaining strategic alignment with a practitioner-led advice business," Clime said. In recent months, Clime shuttered two funds and offloaded its retail client book for $1.65 million to an undisclosed ...

WT Financial Group focuses on B2B strategy as profits grow

MATTHEW WAI  |  FRIDAY, 27 FEB 2026
WT Financial Group (WTL), the ASX-listed financial advice group, saw its net revenue increase 17.8% to $15.4 million in the first half of FY26, as it continues to grow its Hubco and Investco strategy. Gross revenue and other income were $119.6 million ...

Super outflows persist but profits up at Insignia Financial

RIDDHIMA TALWANI  |  THURSDAY, 19 FEB 2026
... the line cash costs from $153 million to $16 million which has greatly improved our NPAT result." Profits in the advice business, including Bridges and Shadforth, came in at $12.2 million with net revenue rising to $85.8 million. Insignia Financial said ...

HUB24 posts record HY inflows, advisers on platform jump by 8%

RIDDHIMA TALWANI  |  THURSDAY, 19 FEB 2026
HUB24 has reported a profit of $59.7 million in the first half of the financial year, up 80% from the previous year, and more than $10 billion in net inflows. It will pay a fully franked interim dividend of 36 cents per share for the period, doubling ...

Deadline approaches for Shield, First Guardian victims

MATTHEW WAI  |  FRIDAY, 6 FEB 2026
A new website is launching today to assist some 9000 victims who have yet to file a complaint in relation to the Shield and First Guardian Master Funds, as the deadline for some fast approaches. Funded by ASIC, the new website was launched by Super ...

WT Financial Group clear on 2026 strategy, rebrands retail advice arm

MATTHEW WAI  |  WEDNESDAY, 4 FEB 2026
... financial advice group is staying firm on its objectives for 2026, it has refreshed the identity of its consumer advice business, signalling an evolution is underway. WT Financial Group founder and managing director Keith Cullen told Financial Standard ...

Interprac ordered to pay $120k over Shield advice, blames Macquarie

MATTHEW WAI  |  TUESDAY, 3 FEB 2026
Interprac Financial Planning will need to pay approximately $120,000 in compensation to a complainant over inappropriate advice provided in relation to the Shield Master Fund, the Australian Financial Complaints Authority (AFCA) lead decision reveals. ...

Clime chair assumes investment role

KARREN VERGARA  |  MONDAY, 2 FEB 2026
... executive of Clime, replacing Rob Bristow. The last three months saw Clime divest a portion of the retail financial advice business that had $99 million of advised assets. It expects to book profit from the sale of more than $1 million. Clime also shuttered ...

Ascalon turbocharges team with Zenith hire

ELIZABETH FRY  |  THURSDAY, 22 JAN 2026
Ascalon Capital is expanding its institutional advice offering with the appointment of an executive general manager of asset consulting. The consultant has confirmed the appointment of Steven Tang who brings experience in portfolio construction, investment ...

Alexis George to retire, new AMP chief named

JAMIE WILLIAMSON  |  TUESDAY, 20 JAN 2026
... strongest growth opportunities. She stabilised the business and oversaw the successful sale of AMP Capital and the Advice business whilst building a customer focused culture," Hirst said. "Alexis has advanced AMP's transformation and culture and ...