FINANCIAL PLANNING

INDUSTRY NEWS

ASIC has taken action against a Queensland adviser who was sentenced last May for misappropriating $1.8 million from his clients....

INDUSTRY NEWS

WT Financial managing director, Keith Cullen, says the firm is looking inward when it comes to M&A, with a focus on helping practices in its network become “bigger, bette...

INDUSTRY NEWS

The Senate has opted to extend the date of the inquiry into Dixon Advisory and wealth management companies, having originally been scheduled to complete next month....

INDUSTRY NEWS

A former Insignia Financial C-suite exec has taken on a leadership role at MUFG Retirement Solutions as it announces chief executive Dee McGrath will depart after six yea...

INDUSTRY NEWS

The Finance Sector Union has urged any private equity deal for Insignia Financial should make wellbeing paramount for its 4,000 employees, having spent 2024 negotiating a...

INDUSTRY NEWS

In its pre-budget submission, the FAAA has proposed a government assistance package that could see up to 1,000 financial advice practices receive $10,000 each for hiring ...

INDUSTRY NEWS

A third private equity player has emerged in the bidding war to acquire Insignia Financial, rivalling Bain Capital and CC Capital....

INDUSTRY NEWS

The proportion of advisers working at a privately owned licensee rose to 78 per cent in the fourth quarter of 2024 as over 1,000 advisers left a diversified firm. ...

INDUSTRY NEWS

Advice around a client’s concessional contribution cap was the reason for the latest written direction by the Financial Services and Credit Panel....

INDUSTRY NEWS

The financial advice business has expanded its range of services with the introduction of Apt Wealth Legal Services to meet clients’ evolving needs in estate planning and...

INDUSTRY NEWS

Sequoia has gained a new shareholder after the Australian Wealth Advisers Group took a substantial stake, stating it sees the advice licensee’s shares trading at a deep d...

INDUSTRY NEWS

Wealth management leaders are being encouraged to maximise the value of new and existing talent through continuous upskilling, as one-quarter of Australian employees seek...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

4 days 7 hours ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

1 week 1 day ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

2 months 1 week ago

Original bidder Bain Capital, which saw its first offer rejected in December, has returned with a revised bid for Insignia Financial....

3 weeks 4 days ago

The corporate regulator has named its new chief executive, who is set to replace retiring interim CEO Greg Yanco in March....

3 weeks 1 day ago

The FAAA has secured CSLR-related documents under the FOI process, after an extended four-month wait, which show little analysis was done on how the scheme’s cost would a...

3 weeks 2 days ago