First Guardian RE directors see travel restraints order imposed

ASIC/court/

The Federal Court has made interim travel restraint orders against two Falcon Capital directors, while also freezing one director’s assets.

AUTHOR

Which licensee has the largest share price growth of FY25?

licensees/share-price/australian-equities/equities/

For the 2025 financial year, all but one listed advice licensee has reported double-digit share price growth – but which licensee has seen the best performance and what activities have they enacted during the period?

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Insignia Financial bidder mulls latest takeover offer

insignia/insignia-financial/private-equity/

CC Capital, the last remaining player in the bid to acquire Insignia Financial, is still yet to finalise its offer, the firm has informed the market.

AUTHOR

Advisers identify platforms leading the field in 2025

platforms/research/financial-advice/technology/

The top-performing investment platforms of 2025 have been revealed in the latest Money Management Advice Tech Review Survey by Agile Market Intelligence.

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Evidentia Group confirms exec leadership team

lonsec/generation-development-group/managed-accounts/

Evidentia Group has confirmed its new executive leadership structure, having been formed from the merger between Evidentia and Lonsec Investment Solutions, to shape the future of managed accounts.

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Bitcoin ETFs on the rise, but advisers are skeptical

bitcoin/ETFs/crypto/cryptocurrency/

VanEck’s Bitcoin ETF has amassed $290 million in assets in its first year, but the ETF provider has said financial advisers remain skeptical of the asset.

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ASIC’s banning actions against advisers in FY25

ASIC/financial-advice/banning/exam/

Money Management rounds up actions ASIC took against advice individuals in FY25 from exam falsifications to dishonest conduct.

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Reliefs introduced to help licensees with reportable situations

ASIC/AFSL/enforcement/compliance/

Having proposed changes earlier this year, ASIC has clarified how it will support licensees with additional relief under the reportable situations regime.

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AMP platform offering to ‘democratise’ model portfolio access

amp/blackrock/lonsec/model-portfolio/platforms/amp-north/

AMP has partnered with BlackRock and research house Lonsec to provide a model portfolio capability on its North platform that offers “portfolio customisation at scale” to advice practices of all sizes.

AUTHOR

Victorian practice joins Akumin amid recruitment push

amp/Charter-Financial-Planning/recruitment/financial-advice/new-entrants/

Akumin has added a Victorian advice practice to its network, signalling a “focus on recruitment and growth” including by supporting single-adviser practices.

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