Praemium is pivoting the business to offer a “white gloves” service as it launches a three-year strategy to be the leading platform for high-net-worth advice....
LGT Crestone has signed an agreement to acquire CBA’s personal advice business, Commonwealth Private Advice, including $5 billion in assets and 20 investment advisers....
In a time of constant adviser movements, one licensee has managed to stay “steady on their skates” over the years to sit jointly with AMP Financial Planning in having the...
ASIC commissioner Alan Kirkland has described the problem of telemarketers encouraging people to switch their super as “the worst behaviour”, and one where the regulator ...
Financial advice and its associated technology have been identified by industry experts as key hotspots in the Australian M&A landscape. ...
Viridian Advisory’s Brett Arnol has detailed how the firm’s partnership with CFS is fostering the next generation of advisers through its Professional Year program....
The financial advice sector has benefited from a net rise of 11 advisers this week, according to Wealth Data, while AMP Group reports losses as several advisers open thei...
Praemium has updated on the progress of its integration with platform OneVue, which it acquired from Iress earlier this year. ...
ASIC leadership has waded into the political debate about Qantas flight upgrades, confirming its executives hold membership of the Chairman’s Lounge but denying it affect...
Perth advisory firm Capital Partners Private Wealth Advisers has announced a new managing director to take over from David Andrew as he steps down after 25 years....
National advice firm Invest Blue has featured in this year’s Great Place to Work report, particularly for its nine-day fortnight initiative....
The FAAA is hopeful that it can achieve co-regulation by 2030, acting as a stepping stone towards its ultimate goal of a fully self-regulated financial advice profession ...
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...