Keith Ford
Keith Ford
News by this author
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...
The Federal Court has imposed a $10 million penalty on Macquarie Bank for failing to prevent and control unauthorised fee transactions by third parties including financia...
The Federal Court has approved the $16 million class action settlement regarding Dixon Advisory and Superannuation Services....
The wealth management company reported $544 million of inflows from financial advisers in the first quarter of 2024....
The head of Mayfair 101, James Mawhinney, has been charged with four counts of engaging in dishonest conduct....
The Federal Court of Australia has pushed back a decision on the class action settlement for two weeks....
The corporate regulator has permanently banned a Queensland-based adviser from providing any financial services. ...
The FAAA is calling on the ATO to refine its position on the tax deductibility of financial advice fees related to advice to clients with pre-existing investments....
HUB24’s underlying NPAT was $30.4 million in the first half of FY24 while the firm is expecting net inflows to double in the second half to reach a full-year record of $1...
Jason Nyilas, who has more than 35 years of experience across financial services, has been appointed executive adviser at both moneyGPS and HeirWealth....
Analysis by this author
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...