A former chief executive of IOOF and managing director of Centrepoint Alliance has joined the board as chair of COG Financial, which previously made a bid to acquire advice licensee Diverger.
Infocus has announced two appointments to its senior leadership team, just days after unveiling a new business model for the advice licensee.
As adviser numbers struggle to keep pace with growing demand, Ord Minnett and Morgan Stanley believe large wealth firms like themselves have a major role to play in attracting new entrants.
The Finance Sector Union has branded AMP’s confirmation that it will not use surveillance and monitoring on employees in their homes a “win” for the union.
While the measures in this year’s federal budget may seem minimal, MLC has broken down the “little pieces of gold” and client opportunities for financial advisers to maximise.
High-net-worth investors, who are “disenfranchised” with the traditional options available to them, are moving into the non-custodial solutions, with advisers citing client preference as the top factor influencing their usage.
Two financial advice businesses in the AZ NGA network have merged to form a multidisciplinary firm with some 20 advisers and 2,500 clients across two states.
Self-licensing specialist My Dealer Services has teamed up with Colonial First State to deliver technical support to its network of over 400 self-licensed financial advisers.
Financial Services Minister, Stephen Jones, will keynote Momentum Media’s Election 2025 event.<
Wealth Architects chief executive Callum Mitchener details the firm’s expansion plans, following a majority stake taken by insurance distribution group Envest.
