GODFREY PEMBROKE

Financial planning

Three months since Godfrey Pembroke officially exited Insignia Financial’s institutional AFSL, Money Management speaks with CEO Mark Fisher on his path to becoming an adv...

Financial planning

Godfrey Pembroke Group has reappointed Lonsec as its research and investment consultant partner, while the licensee transitions out of Insignia Financial’s institutional ...

Financial planning

With its acquisition of MLC Wealth, IOOF now has around 1,500 authorised representatives surpassing AMP’s 1,443. ...

image
Financial planning

Count Financial continues to be active in recruiting advice firms from both the MLC and IOOF licenses....

image
Financial planning

GWM Adviser Services topped the list in terms of the biggest net losses for adviser roles this week after another 12 were slashed, according to data from HFS Consulting....

image
Financial planning

A number of Godfrey Pembroke firms may be moving as a group to the new IOOF licenses but another significant firm has chosen to go its own way by joining Count Financial....

image
Financial planning

A majority of Godfrey Pembroke advisers have signalled they will be signing up to a new Godfrey Pembroke-branded license under IOOF but around 25% appear to have made alt...

image
Features

There is no lack of competition between licensees to attract good financial planning businesses, but Mike Taylor writes, the days of the deep pockets of the big banks are...

image
Financial planning

In a significant shift amid the transition of advice firms from MLC Wealth to IOOF a key Godfrey Pembroke firm, Ascent Private Wealth has opted to break ranks and move to...

image
Financial planning

The recent changes to MLC’s financial planning licensee arrangements have persuaded some advisers to look at their options....

image
Financial planning

Sydney-based Stanford Brown has announced the acquisition of Godfrey Pembroke advice firm, World Square Financial Services....

image
Financial planning

Perth-based financial adviser, Lawrence O’Neill, has been banned from providing financial services for four years as he failed to comply with financial services laws....

image
Financial planning

MLC Wealth has confirmed changes to its advice business as part of the firm’s separation from NAB Group. ...

image
People & Products

Netwealth and MLC Wealth subsidiary, Godfrey Pembroke Limited, have announced a new partnership....

image
People & Products

Wealth advisory firm, Scholten Collins McKissock has obtained its own Australian Financial Services License under a licensee partnership model launched with Godfrey Pembr...

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

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

4 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 ago

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

1 month 1 week ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

1 week 6 days ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

1 week 1 day ago

Specialist wealth platform provider Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with a leading Sydney-based private equi...

1 week ago