EASTON

Financial planning

Easton Investments has announced an extension of its services to self-licenced financial advice practices, allowing licensees to access its practical quality advice platf...

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Financial planning

One of the key benefits of scale for advice businesses is the ability to invest, particularly in technology, according to Easton....

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Financial planning

The acquisition of Paragem and the Financial Adviser Standards and Ethics Authority regime forcing out limited licensees has seen the adviser makeup of Easton Investments...

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Financial planning

Accountants with a limited authority have constituted one of the largest groups of those who might choose to opt out of being a financial adviser in the future and hand b...

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Financial planning

Easton has declared its intention to grow its licensee and adviser services offering and recommending to shareholders that they sign-off on its transaction with HUB24....

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Financial planning

HUB24’s acquisition of Xplore Wealth, its exit from full ownership of Paragem and its acquisition of Ord Minnett’s non-custody portfolio administration and reporting busi...

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Financial planning

The Financial Planning Association’s proposals to have adviser registration over-ride licensing has run into a backlash from key financial planning licensees who say they...

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MARKET INSIGHTS

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

1 month 2 weeks ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

1 month 3 weeks ago

Interesting. Would be good to know the details of the StrategyOne deal....

2 months ago

SuperRatings has shared the median estimated return for balanced superannuation funds for the calendar year 2024, finding the year achieved “strong and consistent positiv...

1 week 5 days ago

Original bidder Bain Capital, which saw its first offer rejected in December, has returned with a revised bid for Insignia Financial....

5 days 3 hours ago

A relevant provider has received a written direction from the Financial Services and Credit Panel after a superannuation rollover resulted in tax bill of over $200,000 fo...

4 weeks 1 day ago