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FINANCIAL PLANNING
INDUSTRY NEWS
The Australian financial advice industry has risen by more than 20 advisers this week, with nearly half joining WT Financial and Sequoia....
INDUSTRY NEWS
Two financial advice professionals have shared their tips for success when building an effective Professional Year program as more advisers look to bring on junior staff ...
INDUSTRY NEWS
Numbers are in for 2024, with Wealth Data confirming how many advisers left during the calendar year and which business models saw the largest growth in terms of new lice...
INDUSTRY NEWS
Praemium has seen its highest net inflows in over two years for Q2 FY25 as its Powerwrap platform returns to inflows after five consecutive quarterly outflows....
INDUSTRY NEWS
New adviser and licensee relationships have helped Netwealth to expand its business pipeline in the latest quarter as it reports $4.5 billion in quarterly inflows....
INDUSTRY NEWS
Insignia Financial has announced total quarterly net inflows of $2.3 billion as well as a third bid from Bain Capital. ...
INDUSTRY NEWS
As DBFO reforms around fees take effect, Adviser Ratings explores how advice businesses can adopt more transparent and client-centric pricing models in 2025....
INDUSTRY NEWS
Advisers may assume Gen Z and Millennials are less financially savvy than their older peers, but NAB has found they are actively engaging in “buy the dip” strategies when...
INDUSTRY NEWS
With regional and rural suburbs exhibiting high spare capacity to invest, Money Management speaks to three regional advisers on the opportunities beyond the major cities ...
INDUSTRY NEWS
Platform consolidation is expected to accelerate among financial advisers this year, as software company Finura pinpoints which two platforms are set to be the winners, t...
INDUSTRY NEWS
The software provider has made several appointments in its APAC wealth propositions team, with a focus on driving growth across digital advice, Xplan and strategic partne...
INDUSTRY NEWS
The platform has announced it plans to close its Xplore managed discretionary account service in 2026 which holds $2 billion in funds under administration....
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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...