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Bell’s 2-year transformation to a diverse wealth manager

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Bell Financial Group co-chief executive, Arnie Selvarajah, believes regulation will make the provision of episodic advice easier for consumers and is pivoting the business over the next two years to focus on wealth management.

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Insignia v Entireti: Competing philosophies for building a business

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While the profession continues to see consolidation at the top, Adviser Ratings has compared the business models of Insignia and Entireti and how they are shaping the professional landscape.

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APAC clients to benefit from upgraded GBST platform

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Financial planning technology provider GBST has completed a significant upgrade of its Composer platform for its APAC clients.

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Prime Financial grows FUM by 58% amid M&A push

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| By Miranda Brownlee |

Asset and wealth manager Prime Financial Group is looking to M&A and technology for future growth after growing its FUM by 58 per cent in FY25.

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Intelliflo acquired by US giant in $200m deal

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Intelliflo has been acquired by global investment firm Carlyle for $200 million, stating it wants to accelerate the software firm’s growth in Australia.

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Centrepoint looks to managed accounts as NPAT declines

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Centrepoint Alliance, the third-largest advice licensee, has reported 40 per cent growth in its managed accounts business, but profits fell by a third.

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ASIC sues EQT over Shield failures

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ASIC has launched civil penalty proceedings in the Federal Court against Equity Trustees for its role in the Shield Master Fund failure.

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MDS partners with Morningstar amid service offering expansion

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Self-licensing specialist My Dealer Services has announced partnerships with five businesses, including Morningstar and Peloton Partners, to expand its service offering.

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Forbes Fava acquires Melbourne boutique financial planning firm

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Forbes Fava Financial Planning has acquired Melbourne-based firm Financial Planit, taking “another key step” towards its long-term strategic growth plans for the region.

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Prosperity Advisers Group exceeds $1bn FUM

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Prosperity Advisers Group, a mid-tier advisory firm, has surpassed $1 billion in funds under management, hitting this milestone following a “sustained period of growth for the firm”.

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