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FINANCIAL PLANNING
INDUSTRY NEWS
As another 32,000 HNW investors say they plan to enter the private market investment space in the next 12 months, platforms are having to “act swiftly” to strengthen thei...
INDUSTRY NEWS
With new entrant numbers up 90 for the calendar YTD, Wealth Data has revealed the top licensee owners that have onboarded new advisers....
INDUSTRY NEWS
Sequoia Financial Group’s business simplification program has led to a strong profit growth for the first half of FY25, saying it is “out of the congestion and onto the f...
INDUSTRY NEWS
The Federal Court has frozen the assets of two individuals, Ferras Merhi and Osama Saad, for their connections to the troubled Shield Master Fund. ...
INDUSTRY NEWS
TAL has appointed two experienced financial services professionals to its board including a new chair for the business to replace Mark Joiner....
INDUSTRY NEWS
The Finance Union Sector has criticised AMP’s decision to move jobs offshore and questioned “what they will strip away next” in the ongoing business simplification. ...
INDUSTRY NEWS
Count is looking to adviser recruitment, acquisition of financial planning fee parcels, and cross-selling to accounting clients to improve its financial planning revenue ...
INDUSTRY NEWS
The Perth-based wealth management firm has formed a strategic partnership with an accounting business in Brisbane, signifying its expansion into Australia’s east coast....
INDUSTRY NEWS
Large wealth management players are increasingly taking an opportunistic approach to their M&A deals rather than a strategic one, while a fear of missing out is driving s...
INDUSTRY NEWS
More than $2 billion in investment activity was recorded for Australian fintech firms last year, according to KPMG, with the GDG/Lonsec acquisition proving to be a notabl...
INDUSTRY NEWS
Praemium has stated it is seeking accretive acquisition opportunities in the area of non-custodial solutions where it believes it can further grow its dominant market sha...
INDUSTRY NEWS
Iress chief executive Marcus Price has shared how he is seeing “massive tailwinds” in financial advice in Australia, with the firm turning its attention to digital advice...
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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...