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Financial planning
Insignia CEO, Renato Mota, has told Money Management why the firm’s new partnership model will free up the firm’s time to work with super fund members....
Financial planning
Insignia is to launch a partnership ownership model for self-employed licensees within months, known as Advice Services Co, as it seeks to become Australia’s largest advi...
Financial planning
Financial advice licensees account for two-thirds of firms which have implemented remediation in the past 12 months, according to research....
Financial planning
EXCLUSIVE Easing regulation has made it easier to be a licensee but Diverger is still in talks to see how it can grow its scale, according to chief executive, Nathan Jaco...
Financial planning
Adviser numbers saw a quarterly rise for the first time in five years, according to the latest Musical Chairs report from Adviser Ratings....
Financial planning
The overall number of licensees has fallen by 15 per cent since January 2021, according to Wealth Data, but those focused solely on holistic advice have seen positive gro...
Financial planning
With ASIC proactively reviewing its financial advisers register, further bans on individuals and rising conflicts of interest among small licensees could be likely, accor...
Financial planning
The strategic acquisition would add over 100 advisers to its national community and bolster CountPlus’ wealth segment....
Financial planning
The adviser market seemed to be stabilising for the first time in many years, with no new licensees commencing or closing in the week to 2 March. ...
Financial planning
Adviser losses have dramatically slowed this year compared to the start of 2022 when there was a net loss of more than 1,700 advisers. ...
Financial planning
There has been the highest number of provisional advisers joining the industry since September with double-digit advisers joining following the results of the November ad...
Financial planning
Questions have been raised why reporting by other licensees was excluded from the regulator’s first breach publication and whether it is taking place....
Financial planning
Former bank-licensed advisers have opted to move to privately-owned licensees, with a preference for boutiques, according to Adviser Ratings....
Financial planning
Small licensees are further expected to close in the coming weeks with the number of advisers expected to reach between 15,000 and 16,000 this year, according to Wealth D...
Financial planning
More licensee groups offering different licences for part-time advisers might help retain talent, especially those who want to balance work/family commitments, including ...
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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...