The overall drop in adviser numbers this week was driven by AMP Group which saw one of its practices moving to Fitzpatricks although 27 licensees saw gains. ...
The majority of Australian retirees are concerned about the Federal Government implementing an inheritance tax, according to a survey....
Midwinter Financial Services has announced that its advice software has been selected by AIA Australia for their Financial Wellbeing business....
Investment bonds are overlooked as an investment tool even though they offer a number of advantages that advisers should consider, according to Foresters Financial....
The acquisition has brought a new combined entity of WT Financial Group and Synchron to 560 advisers, as per Australian Securities Investment Commissions’ Financial Advis...
Succession Plus has appointed Darryl Bates-Brownsword as its new chief executive and will unify its UK and Australasian divisions....
The regulator has permanently banned former authorised representative, Roderick Halligan, from providing financial services for contravening financial services laws and f...
WT Financial Group’s acquisition of Synchron will improve efficiencies for advisers, according to chief executive Keith Cullen, as it creates the third-largest financial ...
The number of exchange traded fund investors has climbed to over 1.7 million, with new investors being younger and more likely to be female compared to five years ago....
WT Financial Group, the ASX-listed parent of Wealth Today, has acquired Australia’s largest privately-owned financial adviser group, Synchron for $7.96 million. ...
Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...
ASIC has banned a former NSW adviser from providing advice for 10 years for investing at least $14.8 million into a cryptocurrency-based scam. ...
ASIC has issued a warning to financial advisers to ensure they are complying with client consent requirements when entering into ongoing fee arrangements....
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...