Insignia Financial is holding ‘relatively steady’ onto its rank as Australia’s second-largest financial advice licensee after the Godfrey Pembroke exit but Count is hot o...
2023 has been a year of mergers and acquisitions for licensees as firms take advantage of the improved landscape for financial advisers. ...
CountPlus has indicated it is seeking to make multiple acquisitions with 12 active M&A opportunities in the pipeline....
After last month’s surprise hold, the Reserve Bank of Australia has announced its latest interest rate decision....
A professional year supervisor has been banned for five years after advice provided by his provisional relevant provider was deemed to be inappropriate, the first time th...
WT Financial’s Keith Cullen is eager for its Hubco initiative to see advice firms under its licence trade at multiples which are catching up to those UK and US financial ...
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...
So we are now underwriting criminal scams?...