Count equity firm makes Qld acquisition

An equity partner firm of Count has purchased a Brisbane-based accounting business for nearly $1 million, as Count drives forward its inorganic growth momentum.

AUTHOR

Sequoia calls in Takeovers Panel over shareholder dispute

Sequoia has applied to the Takeovers Panel regarding alleged unethical practice by a group of
shareholders seeking to oust its chief executive.

AUTHOR

Jones commits to passing QAR within a year

Minister for Financial Services, Stephen Jones, has said he did not expect backlash to changes around advice fee deduction and believes the second tranche will have greater impact, committing to enact it by May 2025.

AUTHOR

Are accountants and teachers a solution for advice shortage?

Career changers, such as accountants and teachers, are a valuable demographic for potential advisers as industry commentators say adviser numbers are “not touching the sides” of consumer demand.

AUTHOR

AFSL cancellations hit double digits with Qld advice firm

ASIC has cancelled the AFSL of a Gold Coast advice firm, its 10th AFSL cancellation since the start of the year with the majority being advice firms.

AUTHOR

Vanguard appoints CEO from rival passive player

Global investment giant Vanguard has appointed a new global CEO to replace Tim Buckley who steps down after more than 30 years with the business.

AUTHOR

Are financial advisers ‘at risk’ from AI disruption?

Financial adviser has been identified as a job that is at “high risk from AI disruption”, but industry commentators say such technologies will enhance their role, rather than replace them.

AUTHOR

Government flags $10m provision for ASIC greenwashing enforcement

The latest budget papers have outlined a $10 million provision for ASIC greenwashing enforcement activity as well as funds for a sustainable labelling regime to be partially met by industry levies.

AUTHOR

Iress investigation finds breach affected OneVue

Iress’ investigation of a cyber breach that occurred last weekend has found it affected its OneVue production environment which contains client data.

AUTHOR

Taking an active approach to credit investment

Rather than taking a set-and-forget approach to credit investing, this investment specialist sheds light on why it is time for active management in the asset class.

AUTHOR

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

2 months 1 week ago
Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

2 months 1 week ago
gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

2 months 1 week ago

A Sydney-based financial adviser has been banned from providing financial services in the interest of consumer protection after failing to act on conduct concerns. ...

3 weeks 3 days ago

ASIC has cancelled the AFSL of a $250 million Sydney fund manager, one of two AFSL cancellations announced by the corporate regulator....

3 weeks 1 day ago

Having divested its advice business in August, AMP is undergoing restructuring in at least four other departments amid a cost simplification program....

2 weeks 5 days ago