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Showing 31 - 40 of 334 results for "Advice firms"

Integro appoints head of advice and growth

RIDDHIMA TALWANI  |  TUESDAY, 14 OCT 2025
... New South Wales," he said. Gilmour said the expansion will target strategic partnerships with boutique financial advice firms, insurance brokers, lending specialists and accounting practices, which will help create joint ventures and referral pathways ...

ASIC slams licensees' lax offshoring governance

KARREN VERGARA  |  FRIDAY, 10 OCT 2025
... that local practices depend on their overseas representative to ensure risks are managed appropriately. This puts advice firms' data and technology at risk. It also risks the loss of control over some outsourced tasks or business functions that can impede ...

Full automation key for business success, but not investments

MATTHEW WAI  |  WEDNESDAY, 8 OCT 2025
... maintain control over decision-making. The AdviceTech 2025 Turning Data Into Growth report, based on over 300 financial advice firms, highlights that these firms are continually seeking to leverage data, automation, and artificial intelligence (AI) to ...

S64, Vista Equity Partners roll out unit trust

KARREN VERGARA  |  WEDNESDAY, 24 SEP 2025
... one of the largest and most experienced software investors. DASH partnered with S64 this year to provide financial advice firms access to private markets investments.

FEATURE: Problem detected

MATTHEW WAI  |  THURSDAY, 18 SEP 2025
... specialist IT service providers are minimum ticket to the game these days," Ward says. "I don't understand why advice firms grow their businesses in the darkness of night. We need to share best practices more between ourselves. Any data breach hurts ...

Ascalon snags Evidentia executive

MATTHEW WAI  |  FRIDAY, 25 JUL 2025
... chief executive. He will drive Ascalon's investment research and consulting initiatives, working closely with advice firms to build investment solutions that align with strategic goals and deliver tailored practical outcomes. Jain brings over 15 ...

Ascalon snaps up consulting talent

ELIZABETH FRY  |  THURSDAY, 17 JUL 2025
... custom investment strategies across equities, fixed income, and SMA solutions. He has worked closely with independent advice firms to align investment solutions with both client goals and business strategy. With a background spanning managed account ...

Betashares acquires InvestSense, launches Trellia Wealth Partners

KARREN VERGARA  |  MONDAY, 14 JUL 2025
... investments, portfolio design and implementation support. This is in addition to providing practice management services to advice firms, consulting on matters such as succession planning, client engagement and intergenerational wealth strategies. The ...

DASH partners with S64

ELIZA BAVIN  |  THURSDAY, 22 MAY 2025
... S64 have announced a strategic partnership designed to enhance access to private market investments for financial advice firms and their clients. Through the partnership, Australian advisers will have access to private markets, multi-jurisdictional regulatory ...

WTL mergers three advice firms amid joint venture

KARREN VERGARA  |  FRIDAY, 4 APR 2025
WT Financial Group (WTL) is consolidating three financial advice practices - Titan Financial Planning, Darwin Financial Services and Wealth Connect Financial Services - after announcing its joint venture with Merchant Wealth Partners this week. The ...