NEW ADVISERS

Financial planning

As existing advisers continue to leave, the industry needs to keep promoting the benefits of being an adviser, according to TAL....

image
Financial planning

The firm will acquire Count Financial from Commbank for $2.5 million....

image
Financial planning

Both the Financial Planning Association and the Association of Financial Advisers have signalled that their lobbying priority with the newly re-elected Morrison Governmen...

image
Financial planning

Netwealth has reported a growth in its funds under administration by $2.1 billion at the end of March, which was helped by a growing number of new advisers who selected i...

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...

1 month 3 weeks ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

2 months ago

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

2 months ago

SuperRatings has shared the median estimated return for balanced superannuation funds for the calendar year 2024, finding the year achieved “strong and consistent positiv...

2 weeks 2 days ago

Original bidder Bain Capital, which saw its first offer rejected in December, has returned with a revised bid for Insignia Financial....

1 week 2 days ago

The FAAA has secured CSLR-related documents under the FOI process, after an extended four-month wait, which show little analysis was done on how the scheme’s cost would a...

1 week ago