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Having divested its financial advice business to Fortnum Private Wealth, Australian Unity has shared further details on how it is transforming the wealth arm of the busin...
INDUSTRY NEWS
With candidate retention a concern after a professional year, two large licensees have shared how they are structuring their programs to successfully ensure candidates ar...
INDUSTRY NEWS
Evidentia Private has appointed PIMCO’s Haydn Scott as principal for private wealth solutions, focusing on asset consulting and private markets. ...
INDUSTRY NEWS
Financial advisers have been urged to consider the role they are using AT1 hybrids for in client portfolios when it comes to deciding on a suitable fixed income replaceme...
INDUSTRY NEWS
Private wealth manager Escala Partners has shared the difficult conversations that advisers need to have with their clients as strong sharemarkets prompt a portfolio reba...
INDUSTRY NEWS
As the 1 January 2026 education deadline looms, the FAAA is predicting as many as 1,000 advisers could exit the profession, triggering a significant experience loss for t...
INDUSTRY NEWS
AMP has made an internal promotion to head of business development for wealth distribution, as chief executive Alexis George has said the firm is doubling down on its BDM...
INDUSTRY NEWS
A Supreme Court of Western Australia jury has issued its verdict regarding unregistered MIS operator Chris Marco, who was on trial for 43 fraud charges, with ASIC stating...
INDUSTRY NEWS
Investment Trends has revealed Australian advisers are increasingly turning to ETFs to provide portfolio diversification, while new inflows for unlisted managed accounts ...
INDUSTRY NEWS
ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...
INDUSTRY NEWS
Financial advice technology provider Padua Solutions has entered into a strategic investment and partnership to build an integration between advisers and mortgage brokers...
INDUSTRY NEWS
Financial advice practices may be hiring younger or professional year advisers as a succession option, but they may find they are unable to put up the capital if the advi...
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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...