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INDUSTRY NEWS
As the end of the financial year quickly approaches, BT’s Bryan Ashenden shares his top tips for financial advisers and their clients, based on advisers’ most common quer...
INDUSTRY NEWS
Newly launched advice business Freshwater Wealth is doubling down on its growth strategy as it looks to scale up its adviser footprint and Sydney client base....
INDUSTRY NEWS
AFCA has told the Senate economics committee that alleged losses from Dixon Advisory clients are an estimated $458 million while outlining the concerns it is observing in...
INDUSTRY NEWS
Fiducian’s Auxilium platform has been identified as a strong capability and growth opportunity at the firm, having recently opened up to external advisers for the first t...
INDUSTRY NEWS
Sequoia has delayed its extraordinary general meeting by one day at the request of the Australian government’s Takeovers Panel regarding an application alleging unethical...
INDUSTRY NEWS
O’Brien Accountants & Advisors, an equity partner firm of advice licensee Count, has acquired an accounting client book for $2.1 million to expand its Melbourne client ba...
INDUSTRY NEWS
Four financial advice businesses have joined forces to form Esencia Wealth, which has opened its new Sydney office with over 1,000 clients and 10 advisers....
INDUSTRY NEWS
Only two of the listed financial advice licensees have seen growth in their share price over the past year, half the volume in December 2023....
INDUSTRY NEWS
A new artificial intelligence tool designed to shake up traditional financial advice business models, led by Raiz Invest founder George Lucas, has launched to the public....
INDUSTRY NEWS
With just one-quarter of Australian workers aiming to retire by the age of 65, many are working into their 70s due to rising economic pressures, according to Equip Super....
INDUSTRY NEWS
Centrepoint Alliance has the opportunity to sneak up from behind while the three major licensees are distracted as chief executive John Shuttleworth tells Money Managemen...
INDUSTRY NEWS
The financial advice profession has seen double-digit adviser losses over the past week, including six advisers who departed Australia’s largest advice licensee....
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This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
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,...