HLB Mann Judd SA picks up boutique firm


The wealth management division of HLB Mann Judd in South Australia has grown from six members to 11 with the acquisition of boutique planning firm Howard Financial Planners.
HLB Mann Judd (SA), which is licensed under AXA, now represents one of the largest AXA Financial Planning practices in South Australia, according to HLB Mann Judd.
“The acquisition will enhance the offering across our comprehensive suite of wealth management services, and add new skills and capabilities to the team,” HLB Mann Judd Wealth Management partner George Wright said.
Howard Financial Planners principal Howard Jacob has been appointed as a director within the new firm, while all four existing Howard Financial Planners have also joined the firm.
Recommended for you
ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test.
Quarterly Wealth Data analysis has uncovered positive improvements in financial adviser numbers compared with losses in the prior corresponding period.
Holding portfolios that are too complex or personalised can be a detractor for acquirers of financial advice firms as they require too much effort to maintain post-acquisition.
As the financial advice profession continues to wait on further DBFO legislation, industry commentators have encouraged advisers to act now in driving practice efficiency.