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Advice licensee WT Financial has announced a 50/50 joint venture with the Australian subsidiary of a US financial advice investor....
INDUSTRY NEWS
Wealth managers will need to reach aggressive short-term goals to grow their assets under management, according to Natixis Investment Managers, but Asia-Pacific has the l...
INDUSTRY NEWS
With a rising number of licensees opting for bespoke managed accounts, a panel of experts has shared what firms need to know before going down the custom route....
INDUSTRY NEWS
ASIC has banned a Queensland adviser from providing financial services for five years after failing to provide appropriate advice that was in the best interest of his cli...
INDUSTRY NEWS
Netwealth research has uncovered the top reasons why advised clients stop seeing their financial adviser, despite clients’ perception of value growing over time. ...
INDUSTRY NEWS
With ASIC suing FIIG Securities for alleged failures in its cyber security measures earlier this month, two firms have urged AFSLs to stay vigilant against ongoing cyber ...
INDUSTRY NEWS
Minister for Financial Services, Stephen Jones, has said it is not a “backdoor attempt” by the government to allow the new class of adviser to provide full advice....
INDUSTRY NEWS
The financial advice industry has seen a net loss after 10 consecutive weeks of net growth in adviser numbers, according to Wealth Data....
INDUSTRY NEWS
Only 11 per cent of financial advice practices have said they are including crypto products on their approved products lists, according to CoreData....
INDUSTRY NEWS
A former chief executive of IOOF and managing director of Centrepoint Alliance has joined the board as chair of COG Financial, which previously made a bid to acquire advi...
INDUSTRY NEWS
Infocus has announced two appointments to its senior leadership team, just days after unveiling a new business model for the advice licensee....
INDUSTRY NEWS
As adviser numbers struggle to keep pace with growing demand, Ord Minnett and Morgan Stanley believe large wealth firms like themselves have a major role to play in attra...
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The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...