The merger between Count and Diverger, first announced in September, has completed to create Australia’s second-largest licensee with $30 billion in funds under advice.
Centrepoint Alliance has shared details on the progress of fees for no service remediation, having conducted an assessment of its employed and self-employed advisers.
Insight Investment Consultants has rebranded as it launches a new research ratings service, led by a former Morningstar director with feedback from financial advisers and licensees.
A benchmark unaware investment process and disruption in the adviser and platform market are among headwinds for Platinum as the 30-year-old firm announces a two-part turnaround strategy.
NextGen Financial Group has bid farewell to its remaining financial advisers following ASIC’s cancellation of its AFSL, contrasting the firm’s peak of over 100 advisers in 2019.
Retaining new entrants in the advice industry as they complete their Professional Year is a key focus for advice firms in 2024, with younger generations increasingly valuing workplace culture more than ever.
Asset manager Platinum has announced to the ASX that a “turnaround is required and underway” as it battles with net outflows and declining revenue.
All eyes are now on ASIC as licensees await how the regulator will use the internal dispute resolution regime data submitted as the deadline is reached.
Money Management is pleased to launch a groundbreaking new conference that will set the stage for transformative change in wealth management.
With three years of M&A activity under its belt, WT Financial reflects on its recent acquisition of Millennium3 from Insignia and says it is now well positioned to achieve organic growth.
