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Financial Planning

FS Power50 shortlist revealed, voting opens

STAFF WRITER  |  SATURDAY, 30 AUG 2025
Voting for Australia's most influential financial advisers in the 2025 Financial Standard Power50 is now open.

Trust key to client satisfaction in advice: Report

MATTHEW WAI  |  FRIDAY, 29 AUG 2025
Russell Investments' annual report on the value of financial advice shows ability to trust remains the core expectation when seeking advice.

Government scraps inquiry into advice firm failures, Dixon Advisory

JAMIE WILLIAMSON  |  FRIDAY, 29 AUG 2025
Despite the ongoing fallout from First Guardian and the Shield Master Fund, the government is dropping its inquiry into wealth management companies' collapse and their impact on the CSLR.

Integro Private Wealth to expand national footprint

MICHELLE BALTAZAR  |  THURSDAY, 28 AUG 2025
Perth-based financial advice group Integro Private Wealth has recruited a former AMP partnership manager and beefed up its advice ranks as part of its ambitious expansion plans.

Focus Financial names Aus exec chair

MICHELLE BALTAZAR  |  THURSDAY, 28 AUG 2025
Focus Financial Partners appoints a new executive chair to oversee Focus' business units in Australia.

Count sees $5.1m cost synergies from Diverger integration

ELIZA BAVIN  |  THURSDAY, 28 AUG 2025
Count has reported positive results in FY25, with funds under advice rising 10% to $37.8 billion.

Only half of advice practices report positive earnings: Investment Trends

MATTHEW WAI  |  WEDNESDAY, 20 AUG 2025
The latest findings from Investment Trends reveal that only half of financial advice practices report positive momentum when it comes to profitability.

Australia emerges as managed accounts leader: Research

MATTHEW WAI  |  WEDNESDAY, 20 AUG 2025
A new Praemium study found that managed accounts are slowly becoming an essential tool for local financial advisers.

Fiducian FUA reaches $5bn

KARREN VERGARA  |  MONDAY, 18 AUG 2025
Fiducian Group's funds under advice (FUA) hit $5 billion in the 2025 financial year as net inflows from salaried and franchisee financial advisers reached $343 million.

LGT Crestone taps alternatives and ESG expert

MICHELLE BALTAZAR  |  THURSDAY, 14 AUG 2025
With its alternatives portfolio leaping from $150 million to $9 billion within 10 years, LGT Crestone has recruited an alternatives specialist from Escala Partners to join the group.