Financial advice practice Eureka Whittaker Macnaught is in the process of acquiring three firms to boost annual revenue to $25 million. The Sydney-headquartered firm, which also has multiple offices ...

ASIC has released the results of the latest financial adviser exam, held in November 2025. The November exam was sat by 308 people and had a pass mark of 67.5 per cent, representing 208 people. This ...

National recognition of both individuals and firms in independent financial advice was at the forefront of the prestigious ifa Excellence Awards, with the 2025 event once again delivering an ...

Allianz Retire+ has appointed two individuals to support its reach of retirement income specialists with financial advisers. Lauren Matthews has been appointed as senior retirement income specialist ...

LGT Wealth Management is maintaining a neutral stance on US equities going into 2026 as it is worried whether the hype around AI euphoria will continue. Commenting on its portfolio positioning, the ...

The winners have been announced for the 2025 Super Fund of the Year Awards, held in Melbourne on 26 November. Recognition on a national level is a sure way to build a strong reputation in the ...

Sequoia Financial Group has welcomed Sophie Chen as executive director of the board to strengthen the firm’s leadership capability and experience. In an ASX statement last month, Sequoia announced its ...

GloryHouse was founded earlier this year by advisers Garth Hu and Cathy Ding and offers advice to ultra-high-net-worth (UHNW) family offices and sophisticated investors. The firm provides a wide range ...

Colonial First State’s (CFS) 2025 Advice Practice Profitability report has revealed advisers are now serving more ongoing clients, however, 82 per cent are still looking to increase their client ...

High-net-worth clients with between $5-10 million are found to have the greatest unmet advice needs, according to LGT Crestone, with inheritance planning viewed as the most-sought after advice need.

Insignia Financial has shared a progress update on the acquisition by CC Capital as well as the departure of a long-standing board member. At the firm’s annual general meeting on 20 November, chair ...

Magellan fund manager Arvid Streimann has resigned after an investigation into allegations he had a workplace relationship with a junior employee. In a statement, responding to claims made by the ...