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Showing 1 - 10 of 815 results for "Advice Business"

ASIC expands list of super lead generation entities

VINNY VUCAGO  |  THURSDAY, 18 JUN 2026
ASIC has named 19 additional entities involved in superannuation lead generation activities as part of an ongoing review into business models that may encourage consumers to switch super funds unnecessarily or inappropriately. The regulator updated ...

T. Rowe Price names head of intermediary for Australia

MATTHEW WAI  |  WEDNESDAY, 10 JUN 2026
T. Rowe Price has appointed a head of intermediary for Australia, following a three-month absence in the role after Jonathan Ross' departure in March. Heath Branigan has assumed the role at the beginning of the month, now reporting to head of Asia ...

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI  |  FRIDAY, 5 JUN 2026
... It comes as the restricted model continues to struggle with retention. Based on Padua's data, the limited advice business model has seen a decline from 330 advisers in December 2025 to 164 currently, a net decrease of (-166) or 50.30%. It also follows ...

Scarcity Partners takes minority stake in Infocus

VINNY VUCAGO  |  WEDNESDAY, 27 MAY 2026
Scarcity Partners have taken a minority stake in Infocus Wealth Management (Infocus). The financial terms and percentage holding remain undisclosed. Scarcity Partners notes the deal reflects growing demand for strategic capital among advice businesses ...

Proposed CGT reforms could upend HNW low advice demand

KARREN VERGARA  |  FRIDAY, 22 MAY 2026
The high-net-worth (HNW) population's vast pool of wealth estimated to be worth a whopping $4.4 trillion, yet only one quarter employ the services of a financial adviser, new research finds, but Labor's proposed tax reforms could change this. ...

InvestSMART to realise $16m from Intelligent Investor sale

MATTHEW WAI  |  THURSDAY, 21 MAY 2026
... will be a perfect fit. "The sale of Intelligent Investor will allow InvestSMART to focus on growing its wealth advice business through the InvestSMART platform, technology tools for investors with the addition of financial advisers." TIP chief executive ...

ASIC furthers simplification with regulatory roadmaps

ELIZA BAVIN  |  TUESDAY, 19 MAY 2026
ASIC is furthering its simplification work, focusing on the development of sector-based regulatory roadmaps, improving ASIC registers through the RegistryConnect program, and expanding digital transactions. ASIC said for the next six months it will ...

North expands adviser support with new hire

VINNY VUCAGO  |  MONDAY, 18 MAY 2026
... with advisers, understanding what they need today, and ensuring our investment in the platform supports the way advice business are evolving," said Goodwin. Goodwin also noted Lennis-Harvey brings extensive experience building high-preforming teams and ...

Iress names chief tech officer to lead AI transformation

RIDDHIMA TALWANI  |  THURSDAY, 14 MAY 2026
Iress has appointed Darryl Campbell-Blackwell as the group chief technology officer as it pushes ahead to modernise its core platforms by embedding artificial intelligence (AI) across them. Campbell-Blackwell brings more than 25 years' experience in ...

Advice industry can't afford CSLR to be an 'unsustainable mess': FAAA

MATTHEW WAI  |  FRIDAY, 8 MAY 2026
A recent survey conducted by the Financial Advice Association Australia (FAAA) shows the Compensation Scheme of Last Resort (CSLR) levy will increase the cost of financial advice and may see a significant departure of advisers from the industry. The ...
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