POWERED BY MOMENTUM MEDIA
FINANCIAL PLANNING
INDUSTRY NEWS
As Insignia Financial looks to bolster its two financial advice businesses, Shadforth and Bridges, CEO Scott Hartley describes to Money Management how the firm will achie...
INDUSTRY NEWS
Centrepoint Alliance says it is “just getting started” as it looks to drive growth via expanding all three streams of advisers within the business....
INDUSTRY NEWS
AFCA’s latest statistics have shed light on which of the major licensees recorded the most consumer complaints in the last financial year....
INDUSTRY NEWS
Four months after making its first equity partnership, the Australian Wealth Advisors Group has taken a second stake in a regional Victorian advice and accountancy firm. ...
INDUSTRY NEWS
High-net-worth advisers seeking to grow their businesses are likely to find alternatives to be a key part of the puzzle amid investor demand, according to Praemium’s head...
INDUSTRY NEWS
The financial advice profession has lifted back above the 15,500 mark this week thanks to a double-digit net rise in adviser numbers, according to Wealth Data....
INDUSTRY NEWS
A closer watch on licensees that fall short on cyber security protections is among a dozen new enforcement priorities announced by the corporate regulator for 2025. ...
INDUSTRY NEWS
Research house Morningstar has welcomed a new director for manager research to cover Australian and New Zealand fund managers. ...
INDUSTRY NEWS
ASIC chair Joe Longo says the complexity of the reportable situations regime for AFSLs is impeding the ability of the regime to achieve its original aim of identifying no...
INDUSTRY NEWS
Insignia Financial is targeting its salaried financial advisers increase their revenue per adviser by 62.5 per cent over the next five years....
INDUSTRY NEWS
AWAG and Teaminvest Private Group have teamed up to offer a succession lending fund to help advice principals navigate succession planning and enjoy their retirement. ...
INDUSTRY NEWS
LGT Crestone chief executive Michael Chisholm believes the firm was chosen to acquire Commonwealth Bank’s personal advice arm due to its strong private market capability....
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
Interesting. Would be good to know the details of the StrategyOne deal....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...
increased professionalism within the industry - shouldn't that say, FAR register almost halving in the last 24 months he...