FINANCIAL PLANNING

INDUSTRY NEWS

With two years as Count’s CEO under his belt, Hugh Humphrey takes a look back on how the firm has grown from its “subscale” position to Australia’s second-largest advice ...

INDUSTRY NEWS

There have not been any determinations by ASIC’s Financial Services and Credit Panel for the last three months compared to nine bannings by the corporate regulator over t...

INDUSTRY NEWS

Netwealth has seen a “strong start to the year” with FUA up 25 per cent and is hopeful of the AMP advice divestment bringing new clients to the platform....

INDUSTRY NEWS

Money Management understands there are around 90 objections to the AMP buyer of last resort class action, with a settlement hearing due to take place at the end of August...

INDUSTRY NEWS

Two financial advisers have identified the “magic number” of advisers within a practice to achieve maximum efficiency and greater work/life balance....

INDUSTRY NEWS

Licensee WT Financial Group has shared its indicative results for the 2023–24 financial year, including the impact of the Millennium3 acquisition from Insignia Financial....

INDUSTRY NEWS

Former federal MP Julia Banks insists that all women can use their personal power to advocate for a more inclusive workplace and support other women....

INDUSTRY NEWS

With the exit of over 1,000 advisers from AMP, questions have been asked as to how this will affect assets on the North platform. ...

INDUSTRY NEWS

As the number of new entrants to the industry passes 100 for FY25, ASIC reports that firms are finding it a positive experience and has highlighted three areas to improve...

INDUSTRY NEWS

More than 100 new entrants have joined the financial advice profession so far in FY25, according to Wealth Data analysis, while AMP’s exit from advice will create a licen...

INDUSTRY NEWS

Wrap platform Expand has announced it has doubled the number of separately managed accounts available for advisers, with five new investment managers added....

INDUSTRY NEWS

The Principals’ Community has enhanced its value proposition by partnering with SuperConcepts, enabling its self-licensed advice practices to utilise the SMSF software....

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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 18 hours ago

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

1 week ago

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

3 weeks 5 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 22 hours ago

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

5 days 1 hour ago