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FINANCIAL PLANNING

INDUSTRY NEWS

Fund manager DMX Asset Management is backing three different financial advice licensees in its Australian Equities fund as it expects an easing of industry headwinds will...

INDUSTRY NEWS

The holistic advice firm has reached the final stage of its Ironbark Asset Management merger as its managing director, David Stephen, discusses the firm’s future growth s...

INDUSTRY NEWS

With Count’s acquisition of Diverger set to reach completion in February 2024, rival bidder COG Financial Services has withdrawn its “superior proposal” made last month. ...

INDUSTRY NEWS

Sequoia has announced plans to boost growth by acquiring sub-scale licensees, noting only 2 per cent of AFSLs have more than 100 advisers....

INDUSTRY NEWS

The Financial Advice Association Australia and the Financial Services Council have responded to the first consultation on Delivering Better Financial Outcomes, recognisin...

INDUSTRY NEWS

A Melbourne financial adviser banned for 10 years for breaching COVID-19 lockdown rules to attend the AFL Grand Final in Perth has seen his banning reduced in an appeal....

INDUSTRY NEWS

The government has released the first consultation on its Delivering Better Financial Outcomes reforms, focused on removing regulatory red tape....

INDUSTRY NEWS

Count has indicated the Diverger acquisition will not be its last as chief executive, Hugh Humphrey, says the firm has sufficient “firepower” to make more in the future....

INDUSTRY NEWS

The corporate regulator has urged organisations to implement greater cyber security management, with an “alarming” number of firms not managing third-party or supply chai...

INDUSTRY NEWS

Two firms have joined forces to acquire Australian Unity’s financial advice business, which includes 18 advisers alongside its corporate superannuation services business....

INDUSTRY NEWS

Centrepoint Alliance plans to launch an “Adviser Cloud” offering of adviser infrastructure for self-licensed advisers as well as a partnership to provide a portfolio admi...

INDUSTRY NEWS

Six new financial advice licensees have begun operations in the past week and zero ceased, Wealth Data reveals, with more than 100 licensee owners commencing in 2023 alon...

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MARKET INSIGHTS

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

1 week 6 days ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 weeks 6 days ago

So we are now underwriting criminal scams?...

6 months 3 weeks ago

After last month’s surprise hold, the Reserve Bank of Australia has announced its latest interest rate decision....

2 weeks 1 day ago

A professional year supervisor has been banned for five years after advice provided by his provisional relevant provider was deemed to be inappropriate, the first time th...

4 weeks ago

WT Financial’s Keith Cullen is eager for its Hubco initiative to see advice firms under its licence trade at multiples which are catching up to those UK and US financial ...

2 weeks 5 days ago