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INDUSTRY NEWS
WT Financial believes the “supply-demand equation” is weighted firmly in favour of advisers as it reports its net profit after tax more than doubled in FY2022–23....
INDUSTRY NEWS
Advice licensees are opening faster than they are closing, and licensee owners with less than 20 advisers have grown by over 200 since the start of the year, new figures ...
INDUSTRY NEWS
With Insignia Financial chief executive Renato Mota announcing he will depart in February 2024, Money Management takes a look at his five years in the leading role. ...
INDUSTRY NEWS
Guideway Financial Services has announced a new AI avatar paraplanning service which can present advice to clients, and is in talks with super funds about expansion....
INDUSTRY NEWS
A former super executive has set up a retirement coaching program, warning Australia’s ageing population might be overlooking important considerations as they step into t...
INDUSTRY NEWS
The corporate regulator has taken ‘ASX Wolf’ Tyson Scholz to the Federal Court with a creditor’s petition after he failed to pay more than $450,000 owed to ASIC. ...
INDUSTRY NEWS
Almost 3,000 advice practices have closed their doors in the past five years, but there is a “renewed purpose and direction” for those who remain, says Adviser Ratings....
INDUSTRY NEWS
The platform has reported outflows of $2.6 billion in September, which it has chalked up to cyclical challenges in the macro-economic environment. ...
INDUSTRY NEWS
ASIC has updated its reportable situations regime to remove the need for licensees to submit breach notifications for certain misleading or deceptive conduct breaches....
INDUSTRY NEWS
After a period of consolidation, platform experts are considering whether the market will now see the beginning of new entrants joining the space....
INDUSTRY NEWS
A strategic focus on advisers has seen inflows from financial advisers to AMP’s North platform increase by 17 per cent in Q3 but total platform net cashflow has declined ...
INDUSTRY NEWS
Seeking to help their loved ones achieve greater financial security through an inheritance, Australians are increasingly looking to advisers for estate planning and engag...
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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?...