XY ADVISER

Financial planning

Collaborative action to drive transformation must be taken to enable financial advice to be more cost-effective and accessible, according to a documentary by HUB24 and XY...

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Financial planning

Financial advisers are no longer just discussing financial issues with clients and more and more are covering clients’ personal and family problems....

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Financial planning

Advisers needs are not being met given the mass exodus of institutional licensees but advisers are not looking for solutions that re-create what once was but better solut...

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People & Products

Financial adviser social network, XY Adviser, is launching its first equity crowd fund to allow members to own a piece of the firm. ...

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MARKET INSIGHTS

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

2 days 20 hours ago

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

1 week ago

It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...

3 weeks 5 days ago

Insignia Financial has made four appointments, including three who have joined from TAL, to lead strategy and innovation in its retirement solutions for the MLC brand....

3 weeks ago

A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...

6 days ago

Pinnacle Investment Management has announced it will acquire strategic interests in two international fund managers for $142 million....

5 days 3 hours ago