FINANCIAL PLANNING

INDUSTRY NEWS

ASIC is piloting a new portal to simplify the process of applying for an Australian financial services licence with the expectation of a formal launch in the first quarte...

INDUSTRY NEWS

Expected income from advisers who joined Sequoia in FY24 is three times higher than those who departed, while the shareholder dispute has caused a “positive shake-up” in ...

INDUSTRY NEWS

Zenith Investment Partners’ research head Bronwen Moncrieff has joined fund manager Blackwattle Investment Partners....

INDUSTRY NEWS

Two victims of Ben Jayaweera, who was sentenced to 12 years in jail this week, described the fraud as “truly heartbreaking” after they lost $260,000 at his hands....

INDUSTRY NEWS

Insignia Financial has appointed a general manager for brand strategy as it moves to invest heavily in the MLC brand....

INDUSTRY NEWS

Money Management examines the funds under administration growth of three listed Australian platforms for FY24, with two players both achieving a 30 per cent rise....

INDUSTRY NEWS

A former Brisbane financial adviser has been sentenced after being found guilty of a $5.9 million fraud, with the judge describing his actions as “brazen, gross and callo...

INDUSTRY NEWS

The exit of “smaller non-economic advisers” has improved net margin at Sequoia, while the divestment of Morrison Securities boosted its statutory net profit after tax for...

INDUSTRY NEWS

Two former United Global Capital advisers, which entered into liquidation earlier this month, have commenced at a new licensee, while overall adviser numbers have fallen ...

INDUSTRY NEWS

The wealth management platform has released its FY24 results and is planning to capture platform migration occurring among financial advisers to drive future growth. ...

INDUSTRY NEWS

A former Brisbane financial adviser has been found guilty of 28 counts of fraud where his clients lost $5.9 million....

INDUSTRY NEWS

Centrepoint Alliance chief executive John Shuttleworth foresees a “lucrative recruitment market” in the advice space in the next 12–18 months which will provide a tailwin...

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

2 weeks 4 days ago
Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

2 weeks 5 days ago
gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

2 weeks 5 days ago

The decision whether to proceed with a $100 million settlement for members of the buyer of last resort class action against AMP has been decided in the Federal Court....

4 days 19 hours ago

A former Brisbane financial adviser has been found guilty of 28 counts of fraud where his clients lost $5.9 million....

2 weeks 4 days ago

A Melbourne financial advice firm has been put into liquidation by the Federal Court, and an appeal against its AFSL cancellation has been dismissed....

3 weeks 6 days ago