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Showing 51 - 60 of 621 results for "Advice firm"

Ascalon snags Evidentia executive

MATTHEW WAI  |  FRIDAY, 25 JUL 2025
Ascalon Capital continues to stack up its executive lineup, welcoming a new deputy chief executive. Shailesh Jain has joined the firm as partner and deputy chief executive. He will drive Ascalon's investment research and consulting initiatives ...

ASIC sues Fortnum Private Wealth

KARREN VERGARA  |  TUESDAY, 22 JUL 2025
... identified quickly, investigated and confirmed not to have led to any client loss," he said. Overall, ASIC alleges the advice firm did not meet its AFSL obligations as it failed to have adequate policies, frameworks, systems and controls in place to ...

Ascalon snaps up consulting talent

ELIZABETH FRY  |  THURSDAY, 17 JUL 2025
Ascalon Capital has bolstered its consulting team with two senior appointments from major investment research houses. The investment and asset consultant has welcomed David Boyle from Lonsec as a partner and Sean Currie from Zenith Investment Partners ...

Betashares acquires InvestSense, launches Trellia Wealth Partners

KARREN VERGARA  |  MONDAY, 14 JUL 2025
Betashares is acquiring managed accounts business InvestSense to create Trellia Wealth Partners out of the deal. Trellia will have about $8 billion in funds under management and will operate as a standalone business, of which Betashares will contribute ...

Profile Financial Services names new chief, chair

ELIZA BAVIN  |  FRIDAY, 4 JUL 2025
... focused innovation, Profile said. Most recently, Dooley served as chief executive of Much More Than Money. The financial advice firm said the appointment underscores its commitment to enhancing its client-centric approach and accelerating its growth ...

Link Wealth acquires boutique advice firm

ANDREW MCKEAN  |  FRIDAY, 6 JUN 2025
Link Wealth's national expansion is continuing to progress, acquiring financial advice firm Xponential Advisory a few months after taking a majority stake in Sky Advisers. The acquisition will see the integration of more than 185 client families across ...

DASH partners with S64

ELIZA BAVIN  |  THURSDAY, 22 MAY 2025
DASH Technology Group (DASH) and 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 ...

Wealth management has never looked better: Knox

JAMIE WILLIAMSON  |  TUESDAY, 20 MAY 2025
... and it's not scalable - so how do we get the scale?" While admitting he has a natural bias as chair of a digital advice firm, Knox said digital advice is the obvious answer. "If you think about digital advice, everyone pictures a robot. Nobody wants ...

Federal Court hammers defunct advice firm with $11m penalty

ANDREW MCKEAN  |  MONDAY, 28 APR 2025
Defunct advice firm Equiti Financial Services, since renamed DOD Bookkeeping, which has been placed into liquidation, has been slammed with an $11.03 million penalty for providing "cookie cutter" advice and breaching conflicted remuneration laws. Equiti ...

Count acquires Adelaide advice firm

MATTHEW WAI  |  MONDAY, 7 APR 2025
A Fullerton-based accounting and financial planning firm has entered a binding transaction with Count subsidiary Count Adelaide. Johnston Grocke is to merge with Count Adelaide, in a deal to move forth Count's strategy of "creating a national footprint ...