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Showing 1 - 10 of 347 results for "Advice practices"

Poor succession plans expose advice firms to crisis events: Report

KARREN VERGARA  |  THURSDAY, 18 JUN 2026
Most financial advice practices are ill-prepared to manage the sudden death or permanent disablement of a principal, according to new research, underscoring widespread gaps in succession and contingency planning. Business Health's newly released What ...

Capstone joins forces with PictureWealth to form $22bn FUA planning network

MICHELLE BALTAZAR  |  WEDNESDAY, 17 JUN 2026
... and PictureWealth creates a natural alignment. Through the PictureWealth Group, there are now more pathways for advice practices to work with us, regardless of the licensing structure they have in place." Pettit said that with Capstone joining them ...

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 ...

APAC investments chief for Morningstar IM resigns

KARREN VERGARA  |  WEDNESDAY, 22 APR 2026
... specialist. Srinivasan oversees the distribution strategy for its managed portfolios across licensees, platforms, advice practices and financial advisers. Abraham works alongside the account managers and business development team to support advisers ...

Minchin Moore, Edney Ryan Wealth Management merge

MATTHEW WAI  |  TUESDAY, 7 APR 2026
... opportunities to grow the business, through both referral partnerships and the further acquisition of existing advice practices nationwide. "As part of our growth journey, we are always looking at opportunities to broaden our reach across Australia ...

Akambo ventures into asset consulting, makes first hire

MATTHEW WAI  |  MONDAY, 30 MAR 2026
... has joined the firm as senior asset consultant, supporting the development of new investment mandates across advice practices and institutional partners alongside Akambo managing director Joe Akiki. Tomkins will work with investment committees, principals ...

Sequoia offloads InterPrac in $50k fire sale

KARREN VERGARA  |  MONDAY, 23 MAR 2026
... superannuation funds who received advice to select such APRA-regulated superannuation funds from the three terminated advice practices, noting InterPrac's exposure to these failures was entirely within APRA-regulated super funds and not on a direct ...

Former Mason Stevens investments lead sets up own OCIO

JAMIE WILLIAMSON  |  WEDNESDAY, 25 FEB 2026
... in partnership with Fiduciary Partners. Jacqueline Fernley has founded arcpoint OCIO, a dedicated resource for advice practices, family offices and charities and foundations. The business aims to provide differentiated investment outcomes, including ...

ASIC reviews lead generators again, names advisers using them

JAMIE WILLIAMSON  |  WEDNESDAY, 18 FEB 2026
... is concerned that consumers may be being exposed to risk of significant losses. It will look at the financial advice practices and groups using lead generation services and the nature of the arrangements. Where needed, ASIC said it will take disruptive ...

Drummond steps up governance and adviser support

ELIZABETH FRY  |  THURSDAY, 5 FEB 2026
... the operational, compliance, technology and client communication challenges of adopting managed accounts within advice practices. Earlier in his career, Mitchell worked at BT Advice, starting as a financial adviser before becoming a professional capability ...
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