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A financial advice firm has seen a weekly decline of 10 advisers, with all moving to a new licensee, while Centrepoint Alliance continues its “growth story”....
INDUSTRY NEWS
Sequoia Financial Group has seen a top-level reshuffle as the chair of the board, John Larsen, steps down after five years in the position....
INDUSTRY NEWS
As statements of advice move into the rear-view mirror, Vital Business Partners explores how financial advisers are adopting innovative documentation strategies....
INDUSTRY NEWS
Adviser Ratings has explored whether there is a financial benefit to advice firms seeking to have a specialised client base in terms of client assets and fees charged....
INDUSTRY NEWS
The Federal Court has approved the $16 million class action settlement regarding Dixon Advisory and Superannuation Services....
INDUSTRY NEWS
Praemium’s Powerwrap platform experienced net outflows of $53 million as advisers continued to transition, bringing total gross outflows from these transitioning advisers...
INDUSTRY NEWS
The wealth management company reported $544 million of inflows from financial advisers in the first quarter of 2024....
INDUSTRY NEWS
Research by two recruiters has revealed whether salary or team culture is more important to financial services professionals when considering a new position....
INDUSTRY NEWS
Two financial advice businesses are to merge in a bid to create a multidisciplinary professional services firm as part of AZ NGA’s “super firm” strategy....
INDUSTRY NEWS
While the Financial Services and Credit Panel can take action on individual advisers’ misconduct, a compliance professional unpacks why the panel does not always subject ...
INDUSTRY NEWS
Platform HUB24 has reported $100 billion funds under administration in its latest quarterly results, helped by a 90 per cent rise in platform net inflows....
INDUSTRY NEWS
Progressing digital advice and seeking breakeven in the advice division are part of AMP’s goals for the upcoming financial year as it approaches 1,000 financial advisers ...
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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...
So we are now underwriting criminal scams?...