Fiducian Financial Services has acquired People’s Choice Credit Union’s $1.1 billion financial planning business. ...
Technology investments can help avoid planners being overwhelmed and burdened with inefficiency, according to Findex. ...
Improved trading conditions has seen Macquarie Group’s net profit to grow to $2,043 million in 1H22, representing a 107% growth on 1H21. ...
The combined adviser losses at AMP and IOOF year-to-date is at 171 compared to 143 for all other licensees....
Serendipity Wealth Advisors has joined Count Financial and its national advice community. ...
The removal of the threshold is expected to benefit around 300,000 people, of whom about 63% are female....
China equity funds have posted their largest outflow in two months as investors shift their focus to Korea, according to EPFR data....
The SMSF Advisers Network has continued to lose advisers and has lost 191 advisers since the start of the year, according to data....
A new mortgage income is looking to capitalise on the migration out of Victoria that is driving the price of residential land in Queensland....
The outflows included $9.6 billion due to the transition of the New Zealand wealth management mandate. ...
ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....
The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....
ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...