FINANCIAL PLANNING

INDUSTRY NEWS

The Financial Advice Association Australia has met with Minister for Financial Services, Stephen Jones, to discuss their concerns about the escalating costs of the Compen...

INDUSTRY NEWS

A dispute between Sequoia Financial Group and individual Tim McGowen has reached a conclusion, following a problematic acquisition of three companies....

INDUSTRY NEWS

The Financial Services and Credit Panel has made its first determination in over three months with the relevant provider pulled up on their statements of advice....

INDUSTRY NEWS

Adviser Ratings’ quarterly data has uncovered the top 10 financial advice licensees for growth and losses in the second quarter of the 2024 calendar year....

INDUSTRY NEWS

Back in 2014, the proportion of optimistic advisers sat at 55 per cent, but how has the past decade and the fallout from the Hayne royal commission changed things?...

INDUSTRY NEWS

Financial advice licensee Fiducian has shared its FY24 results, reporting consistent net inflows of $281 million from its adviser network....

INDUSTRY NEWS

AZ NGA’s Paul Barrett unpacks why the firm is the right home for 16 AMP-aligned advice practices and how its M&A history will facilitate the long-term growth ambitions of...

INDUSTRY NEWS

WT Financial managing director Keith Cullen believes it is “halcyon days ahead” for financial advice as it completes a four-year period of M&A activity, with the licensee...

INDUSTRY NEWS

The Bravura cost-out restructure has been achieved with lower costs and in a faster time than initially expected, CEO Andrew Russell said, allowing the business to return...

INDUSTRY NEWS

Wealth management platform BT and alternative markets data provider Preqin have teamed up to provide financial advisers with greater education and transparency on private...

INDUSTRY NEWS

JANA Investment Advisers has announced it will deliver tailored managed account services to a self-licensed advice firm in Melbourne to meet its diverse client needs....

INDUSTRY NEWS

A Melbourne financial advice firm has been put into liquidation by the Federal Court, and an appeal against its AFSL cancellation has been dismissed....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

2 days 16 hours ago

Interesting. Would be good to know the details of the StrategyOne deal....

6 days 22 hours ago

It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...

3 weeks 4 days ago

Insignia Financial has made four appointments, including three who have joined from TAL, to lead strategy and innovation in its retirement solutions for the MLC brand....

2 weeks 6 days ago

A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...

5 days 20 hours ago

Pinnacle Investment Management has announced it will acquire strategic interests in two international fund managers for $142 million....

4 days 23 hours ago