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Showing 41 - 50 of 816 results for "Advice Business"

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 ...

Insignia Financial posts strong quarter

MATTHEW WAI  |  THURSDAY, 23 OCT 2025
... platform in August." He also added that the acquisition of PMD Financial Advisers has expanded the capacity of its advice business. "Our advice business, Shadforth Financial Group, continued to scale its national footprint with the acquisition of PMD ...

Federal Court dismisses Freedom Insurance staff allegations

KARREN VERGARA  |  FRIDAY, 17 OCT 2025
... before suspending trading in February 2019 before committing to divest all its operations - including financial advice business Spectrum Wealth Advisers - and eventually appointing liquidators in February 2020. ASIC launched the civil action proceedings ...

Feature: Compliance | Passing the buck

ELIZA BAVIN  |  WEDNESDAY, 15 OCT 2025
... putting on new financial advisers, because the cost of doing that keeps escalating," Abood says. "The average advice business now has 2.6 advisers. So, a bunch of small businesses just can't fund it, and there's no point bankrupting this sector ...

Integro appoints head of advice and growth

RIDDHIMA TALWANI  |  TUESDAY, 14 OCT 2025
... adviser capability and partner network. This next phase reflects our commitment to building a nationally recognised advice business with deep technical expertise and a client-first culture," Gilmour said.

AZ NGA acquires majority stake in Geographe Financial Group

ANGELIQUE MINAS  |  TUESDAY, 14 OCT 2025
Advice platform AZ Next Generation Advisory (AZ NGA) has increased its stake in financial advice firm Geographe Financial Group (Geographe). Geographe has provided advice on superannuation, investments and insurance since 1976 for clients in Western ...

Platform trustees told to improve investment governance

JAMIE WILLIAMSON  |  TUESDAY, 7 OCT 2025
The regulator has written to platform trustees in the wake of the First Guardian and Shield Master Fund collapses, alerting them to the need to strengthen their investment governance processes. In its letter, it shared initial findings from the thematic ...

Managed portfolios now the default: AMP

ANGELIQUE MINAS  |  THURSDAY, 2 OCT 2025
The North Managed Portfolios Insight Report by AMP indicates the mainstream popularisation of managed portfolios in the past year. The report references recent IMAP and Milliman data showing total managed portfolio assets under management (AUM) has ...

Entireti launches SMA, portfolio management service

ANGELIQUE MINAS  |  WEDNESDAY, 1 OCT 2025
Entireti has launched Salita Portfolio Services (Salita), its new managed account and portfolio management service. The platform is designed to support all licensed and self-licensed practises within its network, which comprises Akumin, Fortnum, Personal ...

Feature: Digital advice | Sleeping giant

KARREN VERGARA  |  FRIDAY, 26 SEP 2025
About three years ago, robo-advisers, one by one, began dropping like flies. The likes of Six Park, Upstreet and Advice Intelligence either folded or were acquired. Even Ellerston Capital's ethically based robo-adviser, which launched in early 2023 ...