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Showing 1 - 10 of 109 results for "Wealth Advisory"

Focus Partners Australia appoints head of wealth advisory

RIDDHIMA TALWANI  |  THURSDAY, 9 JUL 2026
Focus Partners Australia has appointed a head of wealth advisory, hiring from Ord Minnett. David Lane will take on the role with Focus Partners saying the appointment comes as demand continues to grow for advice that brings together wealth management ...

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

MICHELLE BALTAZAR  |  WEDNESDAY, 17 JUN 2026
PictureWealth Group has inked a landmark deal with national advice licensee Capstone Financial Planning, forming a combined business with 360 financial advisers and $22 billion in funds under advice. Prior to the announcement, PictureWealth Group was ...

Openmarkets makes private wealth play

JAMIE WILLIAMSON  |  TUESDAY, 5 MAY 2026
... 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 push into the wealth management ...

ASIC acts against another former FSGA adviser

JAMIE WILLIAMSON  |  MONDAY, 13 APR 2026
... Services Group Australia. After leaving Financial Services Group Australia, Monte Silva was running his own firm Gem Wealth Advisory, licensed through Centrepoint Alliance, from March to December of 2025. He still works here as a mortgage broker. The ...

Index managed portfolios still most popular among advisers: North

RIDDHIMA TALWANI  |  MONDAY, 16 MAR 2026
... structure on platforms like North reflects how the industry is evolving to close that gap," Rogan added. Family Wealth Advisory managing director Michael Bova said his firm is increasingly integrating private markets into wholesale portfolios because ...

Super moves: Top super funds lose key risk executives

ELIZABETH FRY  |  THURSDAY, 12 FEB 2026
... Before his two years at Australia's largest super fund, Roodt was a director in Deloitte's Investment & Wealth Advisory practice. However, he is best known for his 17 years as head of investment risk at the Australian Prudential Regulation Authority ...

S64, Vista Equity Partners roll out unit trust

KARREN VERGARA  |  WEDNESDAY, 24 SEP 2025
... partnership launched VistaOne in the Asia Pacific region. The new product - S64 VistaOne AUT - will launch to local wealth advisory platforms, wholesale and advised retail investors in early 2026. Vista Equity Partners has US$100 billion in assets, targeting ...

Picture Wealth named fastest-growing planner: report

MICHELLE BALTAZAR  |  THURSDAY, 24 JUL 2025
A financial planning group that began life as a fintech start-up is enjoying a rapid growth phase. Picture Wealth Advisory leads the top 10 AFSLs with the highest number of new advisers in the year to June, based on a new financial adviser report released ...

Shaw and Partners splashes $63m for New Zealand expansion

MATTHEW WAI  |  TUESDAY, 24 JUN 2025
... alignment of values, vision, and opportunity. With their fully annuitised funds management business and a solid wealth advisory platform, this sets us up to take advantage of major growth opportunities across the trans-Tasman region." Meanwhile, ISG ...

Equity Story to buy advisory firm Baker Young

ANDREW MCKEAN  |  TUESDAY, 22 APR 2025
... executive signals a new phase of growth, ambition, and capability for Equity Story. This opportunity expands our wealth advisory platform, strengthens our corporate advisory reach, and delivers national scale - all while remaining deeply aligned with ...
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