With Fortnum Private Wealth and Professional Financial Services now unified under the Entireti umbrella company, CEO Neil Younger has detailed to Money Management the fir...
Centrepoint Alliance has upgraded its expected financial results for FY24, thanks to strong adviser recruitment and the acquisition of Queensland advice firm Financial Ad...
Proposed legislative changes to safe harbour duty could result in advisers having reduced professional indemnity costs, a joint submission by seven major licensees said....
With 66 per cent of newly established advice licensees being sole advisers, what are the risks and legal ramifications to consider when taking the plunge into self-licens...
A new advice licensee set up by former WT Financial advisers has helped financial adviser numbers return above the 15,600 mark this week....
Having completed the successful integration of Diverger, Count has upgraded its forecast for expected synergy benefits achieved by the acquisition by a third....
Sharing his reasoning in joining the FSC board, WT Financial managing director, Keith Cullen, believes “product and advice cannot be separated” from each other in the cur...
In an open letter, Sequoia chief executive Garry Crole has hit out against shareholders “with a personal axe to grind” as he fights for his job ahead of an EGM....
The heads of two financial advice licensees have joined the board of the Financial Services Council as it looks to deepen its engagement with the space and strengthen its...
Shaw and Partners co-CEO, Earl Evans, reflects on the advice firm’s decade-long success story and why fostering a quality work culture sits at the heart of the business....
Sequoia shareholders are due to hold a vote regarding the removal of chief executive Garry Crole and are looking to appoint the chair of a rival licensee in his place on ...
Sequoia Financial Group has seen a top-level reshuffle as the chair of the board, John Larsen, steps down after five years in the position....
As a Federal Court judge notes the lack of experience held by the responsible manager of Lanterne Fund Services, Money Management explores what is required of the role. ...
Fortnum Private Wealth CEO, Neil Younger, says scale is becoming a necessity rather than a benefit for financial advice licensees as it focuses on organic growth via lice...
Insignia Financial’s chief risk officer sheds light why the “multidimensional” risks of operating a financial advice licensee requires a holistic and curious approach....
By having trustees supervise client directed payments from their pension funds, Stephen Jones and the federal Labor gove...
Now we now the size of Stephen Jones' CSOLR tax, I doubt anyone will be employer any new financial adviser from this poi...
Amazing ! Between the beginning of licencing Feb 2002 and 2008 this was a very good stable industry.Then the do-gooders...