FINANCIAL PLANNING

INDUSTRY NEWS

AMP and HUB24 have shared the areas where they are seeking future adviser growth, with HUB24 targeting adding more than 2,000 advisers to the platform....

INDUSTRY NEWS

Bravura Solutions has appointed a new chair and deputy chair to take over from departing Matthew Quinn, while Shezad Okhai picks up another responsibility....

INDUSTRY NEWS

Two advisers say M&A is becoming a “contact sport” as competition heats up to acquire attractive advice firms, while a lack of new entrants creates roadblocks in organic ...

INDUSTRY NEWS

Perth advice firm Integro Private Wealth has appointed a head of advice to spearhead a major business development initiative to expand nationwide. ...

INDUSTRY NEWS

AZ NGA has taken a larger stake in ex-AMP advice firm Geographe Financial Group, triggering leadership changes as it prepares for future M&A growth opportunities....

INDUSTRY NEWS

Over half of financial advice clients say they have found their adviser via a referral from an existing client, according to Dimensional. ...

INDUSTRY NEWS

As private markets garner mainstream attention, a panel of experts believe access to the asset class through managed accounts will become more widely available, providing...

INDUSTRY NEWS

While retail investors turned to blue-chip stocks last month, according to AUSIEX trading data, September saw advised investors switch into ETFs....

INDUSTRY NEWS

With the intergenerational wealth transfer underway in Australia, wealth managers are focusing on how they can attract the next generation of advisers to service these yo...

INDUSTRY NEWS

ASIC wants to expand proceedings against Equity Trustees to seek compensation for members following Macquarie’s agreement to pay $321 million over Shield failings. ...

INDUSTRY NEWS

Advice licensee Count’s subsidiary Accurium is to acquire a Melbourne-based accountancy and advisory firm, the third accounting acquisition in recent months....

INDUSTRY NEWS

Advice firm Apt Wealth Partners has appointed Andrew Dunbar to lead the firm in its next growth phase, while former CEO James McGregor will step up as executive chair to ...

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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 4 weeks ago

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

2 months 3 weeks 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 4 weeks ago

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

4 weeks ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

2 weeks 2 days ago

BlackRock Australia plans to launch a Bitcoin ETF later this month, wrapping the firm’s US-listed version which is US$85 billion in size....

2 days 19 hours ago
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