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Showing 1 - 10 of 1270 results for "AFS"

Otivo launches AI-powered financial advice

MATTHEW WAI | THURSDAY, 4 JUN 2026

Otivo has launched a mobile app for Australians to access licensed advice powered by artificial intelligence (AI). The app is Australia's first licensed advice platform on mobile and operates under Otivo's Australian financial services licence ...

Centrepoint Alliance acquires two advice firms

KARREN VERGARA | MONDAY, 1 JUN 2026

Centrepoint Alliance will acquire Queensland financial advice practices Cairns Wealth and Pinnacle Wealth for $3 million from Astute Financial Management. The two practices, which operate within the Astute network, will add three advisers to Centrepoint ...

Marex Group expands structured products to HNWIs

MATTHEW WAI | FRIDAY, 29 MAY 2026

Marex Group received approval by ASIC to distribute structured investment solutions to wholesale clients under its existing foreign AFSL earlier this month, in a move to fill the structured product adoption gap in Australia. While the group is not new ...

More advisers go self-licensed to avoid associative risks

MATTHEW WAI | THURSDAY, 28 MAY 2026

An industry expert said financial advisers are increasingly moving towards a self-licensed model to gain better control of their business, while avoiding the risks of operating under large dealer groups. My Dealer Services (MDS) managing director Alex ...

Bridgewest Ventures lands in Australia

KARREN VERGARA | MONDAY, 25 MAY 2026

Kiwi venture capital firm Bridgewest Ventures has scored an AFSL to expand in Australia, hoping to win over family offices, wealth advisers and institutional investors with a new fund. Founded in 2020, Bridgewest Venture invests in the sectors of life ...

Super fund-backed AFSL adviser numbers drop: Rainmaker

RIDDHIMA TALWANI | FRIDAY, 22 MAY 2026

Industry superannuation funds will continue to adopt a hybrid framework of advice, integrating digital and human channels, as the number of advisers under super funds owned AFSL's has declined progressively in the last five years. Rainmaker Information ...

ASIC bans property wealth coach operating without licence

RIDDHIMA TALWANI | MONDAY, 11 MAY 2026

ASIC has permanently banned Queensland property developer Trent Simon Giumelli from providing financial services after he raised $48 million from members for real estate wealth coaching programs without a financial services licence. ASIC has accused ...

Fintech AUDC hires former UBS director, expands senior team

MICHELLE BALTAZAR | THURSDAY, 7 MAY 2026

Digital payments platform AUDC has announced two senior hires, including the appointment of a former director at UBS. The Melbourne-based firm has named Jason Beale as its new head of product and operations, with a focus on expanding the group's institutional ...

Openmarkets makes private wealth play

JAMIE WILLIAMSON | TUESDAY, 5 MAY 2026

Openmarkets is expanding into private wealth, with plans to attract 50 financial advisers over the next three years. Openmarkets' private wealth advisory has onboarded several new advisers across Australia in the past 12 months as part of a strategic ...

ASIC reviews AFSLs over finfluencer concerns

ELIZA BAVIN | FRIDAY, 24 APR 2026

... of financial products, including leveraged derivatives, shares and exchange-traded funds. "Finfluencers must either hold an AFS licence or operate as an authorised representative to legally provide financial product advice or arrange for their followers ...

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BT appoints new head of strategy

KARREN VERGARA

A former Allianz Retire+ executive has joined BT as the new head of strategy.

ASX sees trade volumes soar in May

MATTHEW WAI

ASX saw a substantial growth in trade volumes last month, despite continued lackluster movement in IPOs.

Otivo launches AI-powered financial advice

MATTHEW WAI

Otivo has launched a mobile app for Australians to access licensed advice powered by AI.

Munro expands access to climate focused fund

VINNY VUCAGO

The Munro Global Growth Climate Leaders PIE Fund has been opened to retail investors in New Zealand.

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