Fiducian Financial Services has acquired People’s Choice Credit Union’s $1.1 billion financial planning business. ...
Technology investments can help avoid planners being overwhelmed and burdened with inefficiency, according to Findex. ...
Improved trading conditions has seen Macquarie Group’s net profit to grow to $2,043 million in 1H22, representing a 107% growth on 1H21. ...
The combined adviser losses at AMP and IOOF year-to-date is at 171 compared to 143 for all other licensees....
Serendipity Wealth Advisors has joined Count Financial and its national advice community. ...
The removal of the threshold is expected to benefit around 300,000 people, of whom about 63% are female....
China equity funds have posted their largest outflow in two months as investors shift their focus to Korea, according to EPFR data....
The SMSF Advisers Network has continued to lose advisers and has lost 191 advisers since the start of the year, according to data....
A new mortgage income is looking to capitalise on the migration out of Victoria that is driving the price of residential land in Queensland....
The outflows included $9.6 billion due to the transition of the New Zealand wealth management mandate. ...
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 cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...
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. ...
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...