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Financial planning
National advice licensee Infocus has revealed a new integrated business model that seeks to partner with financial advisers and support scaleable growth in their practice...
Financial planning
Clime’s disposal of advice licensee Madison “needed to happen yesterday”, managing director Michael Baragwanath has told Money Management, as he concludes a severe cost-o...
Financial planning
Rather than competing on fees, platforms are aiming to stand out by helping advisers achieve scale and efficiency in their practices, offering an even greater range of se...
Financial planning
Having sold Madison to Infocus earlier this year, Clime has now set up a new financial advice licensee with eight advisers....
Funds management
Clime Investment Management believes its FY25 operating costs will be “substantially lower” after identifying $1 million per annum in cost savings from the Madison divest...
Financial planning
The extension of the experience pathway by two extra years means another 424 advisers lacking degrees could be eligible as the industry sees double-digit departures this ...
Features
The major associations have collectively thrown their weight behind a joint submission to the Quality of Advice Review, Liam Cormican writes, arguing for a more consumer-...
Financial planning
Suicide as a result of regulatory change in the Australian advice industry is rising, according to Infocus chief executive, Darren Steinhardt....
Features
Although seemingly having good intentions for the public, Chris Dastoor writes, political battle lines have taken priority in the common ownership inquiry....
Features
While finfluencers are on the rise and targeting younger investors, this presents an opportunity for advisers to help investors separate the information from the noise, w...
Features
As TAL acquires Westpac Life Insurance, experts believe international ownership of life insurers is no bad thing as it will bring expertise and specialisation but a small...
Features
Advice practices need to put more work into their culture, career structures and salaries if they want to attract and retain what little supply there is of current and fu...
Features
It has been three years since the Royal Commission but, Chris Dastoor writes, financial advisers are still being held in poor light by politicians despite a low level of ...
Features
Oksana Patron writes how recent acquisitions position former mid-tier financial planning groups higher up the ranks in terms of financial adviser numbers....
Features
Oksana Patron writes that revised adviser number forecasts are shining a new light on the adviser exodus and how it will affect different adviser roles....
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...