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Viola Private Wealth’s latest hire, Angus Mann, details how he is harnessing his family office experience at Mutual Trust to help the firm meet the needs of its HNW clien...
INDUSTRY NEWS
Bravura’s chief executive, Andrew Russell, believes the tech firm is at the “top of the tree” when it comes to digital advice, having already signed a deal with AMP....
INDUSTRY NEWS
As artificial intelligence becomes increasingly commonplace in Australia’s financial services sector, over half of workers fear it poses a threat to their job security, t...
INDUSTRY NEWS
Financial services firm Link Wealth has purchased a majority stake in a Hobart-based advice business, its latest move as it makes a strategic expansion across the country...
INDUSTRY NEWS
The Financial Services and Credit Panel has cancelled the registration of an NSW adviser for two years as it felt he displayed a ‘level of incompetence’ in providing advi...
INDUSTRY NEWS
Industry bodies have welcomed a government announcement that it will reform the education standards for financial advisers by opening up the number of approved degrees th...
INDUSTRY NEWS
ASIC has cancelled its first AFSL of 2025, taking action against an advice licensee based in Sydney, NSW. ...
INDUSTRY NEWS
Nearly 30 financial advisers have joined a new AFSL, with the majority coming from ex-AMP licensee Charter Financial Planning, which is now owned by Entireti....
INDUSTRY NEWS
Global wealth manager Canaccord Genuity has unveiled five strategic priorities for its wealth management business in Australia as it announces its quarterly results....
INDUSTRY NEWS
ASIC has taken action against a Queensland adviser who was sentenced last May for misappropriating $1.8 million from his clients....
INDUSTRY NEWS
WT Financial managing director, Keith Cullen, says the firm is looking inward when it comes to M&A, with a focus on helping practices in its network become “bigger, bette...
INDUSTRY NEWS
The Senate has opted to extend the date of the inquiry into Dixon Advisory and wealth management companies, having originally been scheduled to complete next month....
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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...