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Australian Wealth Management Awards 2025 winners revealed

wealth-management/financial-advice/awards/

More than 25 winners have been announced at the second annual Australian Wealth Management Awards.

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Former adviser extradited over alleged $4.1m theft

ASIC/theft/New-Zealand/

A former financial adviser has been extradited from New Zealand after being alleged to have misappropriated $4.1 million from 13 clients.

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Triple-digit new entrants boost FY26 gains

financial-adviser-register/Wealth-Data/new-entrants/

Adviser numbers have continued the winning streak for the 2025–26 financial year with the seventh consecutive week in the green, buoyed by a steady flow of new entrants.

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Netwealth’s Heine optimistic after strong adviser growth

netwealth/platform/matt-heine/

Netwealth chief executive Matt Heine has explained the platform is focused on accelerating its share of the affluent advice market as its NPAT reaches $116 million.

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Insignia looks to AI for advice efficiency to meet 2030 targets

insignia/insignia-financial/Scott-Hartley/artificial-intelligence/

Insignia chief executive, Scott Hartley, has said the licensee is “on track” with 2030 revenue and client targets for its advice division, and is looking to AI for future efficiencies.

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Evidentia completes exec team with operating officer

hire/Lonsec-Research/chief-operating-officer/

Evidentia Group has announced the appointment of a chief risk and operating officer, rounding out its executive leadership team after a slew of hires last month.

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Global X appoints AI lead in latest round of hires

global-x/appointments/hires/

ETF provider Global X has appointed five new roles across the business, including a head of technology, as it seeks to scale the business and expand its reach in the Australian market.

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Relative Return Insider: Economic reform wish lists and barriers

Podcast/Relative-Return/

In this week’s episode of Relative Return Insider, AMP chief economist Shane Oliver joins the show to dissect th

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Insignia returns to profit in FY25

insignia-financial/insignia/advice/financial-results/

Insignia Financial has returned to profit in FY25, after a $185 million loss in the previous year, while its advice division grew their revenue per adviser by 14 per cent.

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The red flags of a poor advice AFSL

AFSL/licensee/compliance/enforcement/

With licensee switching on the rise, particularly for newer advisers, compliance expert Sean Graham has shared red flags to watch out for when making the jump between AFSLs.

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