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INDUSTRY NEWS
Two national advice businesses have merged to form a leading holistic advice business with $2.5 billion in funds under management....
INDUSTRY NEWS
Insignia Financial has completed its transition of a range of administration and technology functions to SS&C Technologies as it seeks to be a leading wealth manager by 2...
INDUSTRY NEWS
ASIC has permanently banned a financial adviser after he allegedly concealed information from clients and misused client funds, among other breaches....
INDUSTRY NEWS
Financial year losses of limited advice advisers could mean the sector is “dead in the water” going forward after a continuous decline. ...
INDUSTRY NEWS
Disgraced adviser Joshua Fuoco described himself as the “biggest monkey” at AFSL Group and provided financial advice via WhatsApp, all while being banned for 10 years, co...
INDUSTRY NEWS
The Compensation Scheme of Last Resort has released the FY26 revised levy estimate, but the FAAA is concerned costs will be pushed into the following year....
INDUSTRY NEWS
Former Iress chief executive, Andrew Walsh, has been promoted to chair of a boutique Sydney advisory firm, having stepped down from the same position at Mason Stevens....
INDUSTRY NEWS
Results are out for the latest sitting of the ASIC financial advice exam, with the pass rate falling for the second consecutive sitting....
INDUSTRY NEWS
The finalists for the 2025 Australian Wealth Management Awards have been revealed, shining a spotlight on the top performers and rising stars across the nation’s wealth s...
INDUSTRY NEWS
Adviser losses for the end of June have come in 143 per cent higher than the same period last year, and bring the total June loss to over 350. ...
INDUSTRY NEWS
ASIC’s enforcement action is having an active start to the new financial year, banning a former Queensland financial adviser for 10 years in relation to fees for no servi...
INDUSTRY NEWS
ASIC has confirmed the industry funding levy for the 2024–25 financial year, and how much licensees can expect to pay....
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Podcast
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...