Critique Private Clients, a Sydney-based advisory business, has switched from an Insignia-owned licensee to Count’s Australian financial services licence network.
The incoming tax increase for clients with superannuation balances exceeding $3 million will remain a key topic for financial advisers and their clients in 2024, according to BT.
Link Group is the target of an acquisition bid by Mitsubishi UFJ Trust and Banking Corporation as the firm seeks greater access to Australia’s superannuation funds.
Philippe Setbon has been named to lead Natixis Investment Managers as its next global chief executive, taking over from outgoing CEO Tim Ryan.
A former Brisbane financial adviser, who was permanently banned by ASIC in April, has appeared in court charged with two counts of providing false or misleading information to the regulator.
Zenith Investment Partners’ Steven Tang has identified which asset classes will provide opportunities for active stock selection as recession fears and share market volatility grow.
2023 has been a year of mergers and acquisitions for licensees as firms take advantage of the improved landscape for financial advisers.
Delayed gratification from companies which had produced strong results in October provided sharp share price rises for the Munro Global Growth Fund last month.
TAL’s three Professional Year initiatives successfully encouraged new entrants into the financial advice industry throughout 2023, including 16 candidates completing their PY through its PY Manager program.
ASIC has announced the results from the 23rd Financial Advisers Exam cycle held in November, following August’s highest pass mark of the year.
