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FINANCIAL PLANNING
INDUSTRY NEWS
A new financial advice business, licensed by Centrepoint Alliance, has recently commenced operations servicing HNW clients including retiring Baby Boomers and single wome...
INDUSTRY NEWS
A former financial adviser based in the Sunshine Coast has been permanently banned by ASIC after being sentenced to six years’ imprisonment for fraud....
INDUSTRY NEWS
This senior consultant has emphasised why ‘playing the long game’ of cultivating a desirable work culture is vital for high-performing financial advice firms and their te...
INDUSTRY NEWS
With superannuation funds and financial advisers being the top two sources of information for retirees, a TAL white paper has revealed which they turn to first....
INDUSTRY NEWS
Newly launched wealth technology platform HeirWealth has appointed multiple senior industry figures to its advisory board including former MLC CEO Geoff Lloyd as chair....
INDUSTRY NEWS
Clime has entered into a heads of agreement to divest Madison Financial Group to a rival licensee for $2 million....
INDUSTRY NEWS
There has been 11 financial advice-related bannings by ASIC since the start of the FY2023–24 financial year, equating to one every month. ...
INDUSTRY NEWS
The role of a financial adviser is becoming more about investor management than investment management, according to Morningstar, with a greater emphasis placed by clients...
INDUSTRY NEWS
With more and more licensees looking at M&A activity, Business Health has shared 10 suggestions to ensure a successful onboarding process as the two firms come together. ...
INDUSTRY NEWS
Almost half of advised investors expect technology to become so advanced that they will no longer use a financial adviser by 2030, according to a global report by LSEG....
INDUSTRY NEWS
As YTD financial adviser growth approaches parity with 2023, Wealth Data’s Colin Williams is optimistic that adviser losses will be less severe than 2024 due to increasin...
INDUSTRY NEWS
Employers should not panic if remuneration budgets are too stretched to offer salary bumps, according to two recruiters, as staff say they are also attracted to a greater...
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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,...