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Showing 31 - 40 of 815 results for "Advice Business"

Capital Haus acquires Adelaide advice firm, FUM to exceed $1bn

MATTHEW WAI  |  MONDAY, 1 DEC 2025
Capital Haus has acquired Adelaide's advice business Baker Young, with the firm to retain its brand and staff. Baker Young founders Alan Young and David Baker will remain in active advisory roles, as Capital Haus will also move its existing client to ...

Maria Lykouras nabs new chief gig

JAMIE WILLIAMSON  |  THURSDAY, 27 NOV 2025
The former chief executive of JBWere is taking on a new role, leading an industry association. Maria Lykouras will take over as chief executive of the Stockbrokers and Investment Advisers Association (SIAA) from next week. She replaces Judith Fox, who ...

Entireti partners with Striver to shore up talent

ANGELIQUE MINAS  |  TUESDAY, 25 NOV 2025
... close the advice gap, and that includes investing in the next generation," Younger said. "As one of the largest advice business services providers, Entireti has the infrastructure and scale, and also a mandate, to invest in programs that will underpin ...

Estimated CSLR levy comes in at $127m for FY27

JAMIE WILLIAMSON  |  MONDAY, 17 NOV 2025
The Compensation Scheme of Last Resort (CSLR) is estimating the sub-sector levy to be payable by the financial advice industry in FY27 will be $126.9 million - but that doesn't account for First Guardian and Shield. In total, the initial estimate ...

Advice industry under strain amid crisis of inefficiencies: Elemnta

MATTHEW WAI  |  TUESDAY, 11 NOV 2025
Financial advisers are struggling with inefficiencies in data and implementations that are hindering advice accessibility, growth, and profitability. Early data from the Elemnta-Marshan Consulting 2025 Adviser Efficiency Analysis report highlights three ...

Evidentia acquires practice management firm

ANGELIQUE MINAS  |  TUESDAY, 11 NOV 2025
Managed accounts firm Evidentia Group will acquire practice management advisory firm Encore Advisory Group. The partnership will deepen Evidentia's business consulting capabilities, it said. Encore has over 20 years of experience in supporting financial ...

Outsourcing will 'supercharge' value of advice: Netwealth

MATTHEW WAI  |  TUESDAY, 4 NOV 2025
A new report from Netwealth outlines key methods of growth for advice businesses, including pinpointing where to outsource some business activities. Netwealth's Innovation starts with curiosity report touches on several solutions, spanning from ...

Hiring blitz continues at Ascalon

ELIZABETH FRY  |  THURSDAY, 30 OCT 2025
Ascalon Capital has appointed an industry heavyweight to oversee business partnerships, marking the latest addition to the firm's senior leadership team. In his new role, Guy Ballard will oversee platform and fund relationships, distribution, practice ...

Rest launches new retirement tools to increase advice appetite

MATTHEW WAI  |  THURSDAY, 30 OCT 2025
... experience designed to simplify members' access to its resources for retirement needs, especially for its advice business. The Rest Retire Ready is designed to connect pre-retiree members to the fund's tools, services and educational content. ...

Shield, First Guardian fallout calls for tougher scrutiny on research houses, licensee governance

MATTHEW WAI  |  FRIDAY, 24 OCT 2025
... "unrealistic" given the capital intensity of conducting auditing and review processes. "If you're a relatively small advice business, how are you ever going to be able to replicate the expertise and the experience of an investment business with a chief ...