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INDUSTRY NEWS
Sequoia Financial Group has flagged a major rebranding of its two financial news sites, following court proceedings last year....
INDUSTRY NEWS
Original bidder Bain Capital, which saw its first offer rejected in December, has returned with a revised bid for Insignia Financial....
INDUSTRY NEWS
Preliminary results from Wealth Data for the 2024 calendar year have unveiled which licensees reported the highest growth and losses in adviser numbers....
INDUSTRY NEWS
As Capgemini recommends artificial intelligence be used for hyper-personalised advice strategies, two professionals explore the impact it is having on advisory practices....
INDUSTRY NEWS
Insignia Financial has issued a statement to the ASX regarding a potential bid from a third global private equity business to acquire the firm....
INDUSTRY NEWS
More than 30 advisers fell off the FAR during the Christmas and New Year period, according to Wealth Data, with half of these coming from licensee giant Entireti....
INDUSTRY NEWS
With next-generation heirs unlikely to retain their family’s financial advisers after receiving an inheritance, Capgemini has explored how firms can work with younger gen...
INDUSTRY NEWS
The use of technology and data analytics will be a way for advice firms to grow in 2025, according to Adviser Ratings, with those who are using it successfully reporting ...
INDUSTRY NEWS
With Insignia shares up 32 per cent in the past month and the firm enacting a five-year growth plan, Morningstar believes the two recent acquisition bids from private equ...
INDUSTRY NEWS
Insignia Financial has received a takeover bid from a second US firm, topping Bain Capital’s offer with a bid of $4.30 per share....
INDUSTRY NEWS
As the year comes to an end, Money Management takes a look at the biggest announcements that shocked the financial advice industry in 2024....
INDUSTRY NEWS
As the year draws to a close, a new report has explored the key trends and areas of focus for financial advisers over the last 12 months....
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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...