An acquisition of two advice practices by a national advice group has led to a shift in financial adviser numbers, with one losing 33 advisers as a result....
Contract Paraplanning Services, previously led by director Hayley Knight, has been acquired by two new owners looking to drive further growth in the business....
Former RBA governor Philip Lowe has been appointed to the board of Barrenjoey as an independent non-executive director, six months after his first post-RBA move....
The vast majority of financial advice firms which are fully embracing and adopting new technologies are reporting an annual revenue north of $1 million, Netwealth reveals...
With six in 10 Australians aged over 50 concerned about paying for aged care, new research has underscored financial advice as a way to mitigate these worries....
TWC Investment Management has commenced operations, initially offering three funds to wholesale investors and is led by a former Credit Suisse managing director....
The cost savings of advisers opting for ETFs and index funds for their clients have been calculated by Vanguard, with estimates that Australian investors have collectivel...
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...
The rising costs of operating a financial advice practice has been ranked as the number one challenge for advisers today, outpacing administrative and compliance burdens....
Providence Wealth Advisory Group has appointed a new chief investment officer, a dedicated position after the role was previously held by its CEO....
ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....
A former Victorian financial adviser has been sentenced after stealing $4.4 million from clients, family and friends to feed his “raging gambling addiction”....
A financial advice firm has been penalised $11 million in the Federal Court for providing ‘cookie cutter advice’ to its clients and breaching conflicted remuneration rule...
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...