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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....
Features
As Mike Taylor takes his leave from Money Management, he reflects upon the well-intentioned 2001 legislation which proved to have so many adverse, unintended consequences...
Financial planning
Former financial adviser for ANZ and Infocus, Lisa Lee, has been banned by the corporate regulator for eight years after it found she falsely witnessed binding nomination...
Features
Mike Taylor questions whether a superannuation fund which experiences multiple failures of the proposed Australian Prudential Regulation Authority superannuation fund per...
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Podcast
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....