FINANCIAL PLANNING

INDUSTRY NEWS

High-net-worth advice firm Multiforte Financial Services is to merge with Sydney advice firm Lorica Partners as it proactively seeks succession for its staff and clients....

INDUSTRY NEWS

This week has marked only the second week of overall net losses since the start of the financial year, with M&A among the factors driving gains for licensees....

INDUSTRY NEWS

With North reporting its fastest six months of AUM growth in managed accounts, AMP says the vehicles have become a “foundational element of financial advice” for their ef...

INDUSTRY NEWS

Shaw and Partners has reached $3 billion in funds under management on its separately managed account, and the firm is eager to expand the offering....

INDUSTRY NEWS

Shadforth CEO Terry Dillon has told Money Management the time is right to pursue inorganic growth as it seeks to double in size by 2030 and acquires a Melbourne advice fi...

INDUSTRY NEWS

Entireti has announced the rebranding of PFS Investment Management, bringing together the group’s investment capabilities to support its licensee network....

INDUSTRY NEWS

Licensees have been urged by ASIC to ensure their advisers’ FAR records are updated, as ASIC’s latest estimates find more than 3,000 advisers could be unable to provide a...

INDUSTRY NEWS

Major licensee Count has enacted its latest M&A deal, acquiring the accounting and audit client base of a Sydney accounting firm....

INDUSTRY NEWS

Australian Unity has announced a successor for chief executive Rohan Mead, who will depart the firm after more than 20 years. ...

INDUSTRY NEWS

Bravura Solutions has appointed a group chief executive following the exit of Andrew Russell, but the successor will be based outside of Australia. ...

INDUSTRY NEWS

ASIC has clarified the outcome of whether it will “name and shame” AFSLs over their reportable situations and internal dispute regimes following feedback from industry st...

INDUSTRY NEWS

The Compensation Scheme of Last Resort has paid out 551 claims since operations began in April 2024, with $36.7 million to victims of Dixon Advisory and Superannuation Se...

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month ago

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

2 months 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 months 1 week ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

5 days 12 hours ago

The Reserve Bank of Australia has announced its latest interest rate decision following this week's monetary policy meeting....

2 weeks ago

AMP has settled on two court proceedings: one class action which affected superannuation members and a second regarding insurer policies. ...

4 weeks 1 day ago
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