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Prime Financial Group has announced its FY24 results in what proved to be an “inflection point” for the firm, with further M&A activity and growth in the alternatives mar...
The migration of the MLC platform to Expand caused disruption in platform flows for Insignia in FY24 as advisers “lost patience” with delays, while the firm flagged its r...
The majority of financial advice practices enjoying revenue growth are putting this towards growing their adviser teams, according to new research....
A wide range of strategic priorities are set to fall under the corporate regulator’s enforcement spotlight in the next 12 months, including the risk management and data s...
ClearView has said it expects to completely exit wealth management by the third quarter of FY25....
Centrepoint Alliance is optimistic of benefitting from licensee switching to grow organically and is set to boost funds under advice via a new investment platform in Octo...
Insignia reports a $185 million statutory net loss after tax in FY24 but sees revenue improve in its newly restructured advice division, thanks to higher value clients....
Financial advice practices with high profit margins charge annual client fees of $7,700 and keep their operational costs low, says Investment Trends’ Irene Guiamatsia....
As financial advisers balance competing business priorities, Business Health identifies four methods to foster strong client relationships....
Former Australian Retirement Trust chief executive Bernard Reilly announced he was joining Perpetual this week – what other CEO moves has the industry seen since the star...
After an adviser received a warning from the FSCP about their Record of Advice usage, when is the correct time for it to be used with clients?...
Equity funds saw $2.2 billion in outflows during the first half of 2024, according to Calastone, despite reporting modest gains in the second quarter. ...
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So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...