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Financial advice businesses are being urged to create an information memorandum for their practices to ensure they are “sale-ready” at all times amid the current opportun...
INDUSTRY NEWS
The financial advice market remains very fragmented compared to other industries, according to Count chief executive Hugh Humphrey, and licensees need deep pockets if the...
INDUSTRY NEWS
A global investment manager with more than $676 billion in AUM has announced a $345 million debt investment into Oaktree Capital-backed AZ NGA....
INDUSTRY NEWS
Three commentators unpack how firms are increasingly hiring client-facing investment specialists to support financial advisers in understanding the complexities of altern...
INDUSTRY NEWS
Five male names are shared by over 10 per cent of the financial advice industry, according to CoreData, while a female name does not appear until number 43....
INDUSTRY NEWS
With the results for the first half of FY25 now in, Money Management takes a look at which of the three ASX-listed investment platforms has seen the highest FUA growth....
INDUSTRY NEWS
Bennelong Funds Management has shared seven questions for financial advisers when they are selecting a research house for them, with a priority being to look beyond fund ...
INDUSTRY NEWS
As assets in separately managed accounts reach $200 billion, industry stakeholders have formed a committee to standardise their fee reporting....
INDUSTRY NEWS
The Federal Court has made interim orders to freeze the assets of a managed investment scheme, its responsible entity, and a director....
INDUSTRY NEWS
As another 32,000 HNW investors say they plan to enter the private market investment space in the next 12 months, platforms are having to “act swiftly” to strengthen thei...
INDUSTRY NEWS
With new entrant numbers up 90 for the calendar YTD, Wealth Data has revealed the top licensee owners that have onboarded new advisers....
INDUSTRY NEWS
Sequoia Financial Group’s business simplification program has led to a strong profit growth for the first half of FY25, saying it is “out of the congestion and onto the f...
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So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...