An experienced financial adviser, who has been with AMP for nearly two decades, has launched his own Western Australia-based advice firm under AMP Advice’s licensee network.
The Financial Advice Association Australia’s Anne Palmer believes new entrants can no longer rely on large advice licensees for recruitment, leaving the obligation to smaller practices.
Sequoia chief executive Garry Crole is looking ahead beyond business disruption as the licensee receives a verdict from the Takeovers Panel regarding whether there was unethical shareholder practice afoot.
ASIC says spot checks have “identified errors and inconsistencies” on the Financial Advisers Register and urged AFSLs to assess the accuracy of their records.
The $280 billion Australian Retirement Trust is the first superannuation fund off the block to report its performance for the 2023-24 financial year.
As the 2023–24 financial year comes to a close, Money Management reviews the financial advisers who fell under the regulator’s enforcement spotlight.
Adviser Ratings’ latest report has unearthed which two Australian states are servicing the highest number of clients and enjoying the largest funds under advice.
Financial software provider Bravura has extended the term of its chief commercial officer as it seeks to finalise work on its transformation program.
Chartered Accountants Australia and New Zealand has appointed a financial advice leader who joins following 20 years at CPA Australia.
