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Financial planning
Fiducian Group has appointed its next general manager of superannuation to lead its flagship super offering following the retirement of Ross Martin....
Financial planning
Centrepoint Alliance says it is “just getting started” as it looks to drive growth via expanding all three streams of advisers within the business....
Financial planning
ASIC chair Joe Longo says the complexity of the reportable situations regime for AFSLs is impeding the ability of the regime to achieve its original aim of identifying no...
Financial planning
In a time of constant adviser movements, one licensee has managed to stay “steady on their skates” over the years to sit jointly with AMP Financial Planning in having the...
Financial planning
The third quarter of 2024 saw the first positive increase in adviser numbers for 12 months, according to the latest quarterly Musical Chairs report, with new entrants ove...
Financial planning
ASIC chair Joe Longo has told AFSLs that putting in place cyber protections should be “top of mind” as they manage their businesses, and flagged the weaknesses demonstrat...
Financial planning
National advice licensee PictureWealth has appointed John Bezich in a newly created role of head of advice....
Financial planning
Wealth Data has revealed the top five licensees for financial adviser growth over the September quarter, with more than 150 advisers joining in Q3 overall....
Financial planning
Exclusive analysis from Wealth Data shows the number of AFSLs in the holistic advice model with one to two advisers has risen 54 per cent over the past five years, while ...
Financial planning
A licensing head is hopeful that the DBFO legislation will make it easier for financial advisers to switch licensees, as extensive paperwork means they face a heavy burde...
Financial planning
Licensees need to consider “what’s the cost of doing nothing” when it comes to implementing new technology in their practices, as well as assign an ultimate owner to take...
Financial planning
With the Delivering Better Financial Outcomes legislation on the horizon next year, licensees need to decide whether they are going to take a hands-off approach or use it...
Financial planning
Commentators have discussed how value for money is becoming more critical than ever as licensee fees rise and failure by an AFSL to provide this is driving them to self-l...
Funds management
ASIC chair Joe Longo has told compliance professionals they need an “attitude of compliance” beyond written policies, how can AFSLs achieve this without alienating their ...
Financial planning
With the FY24 reporting season behind us, five major financial advice licensees are looking to achieve growth either through inorganic activity or internal expansion....
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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...