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Iress chief executive Marcus Price has shared how he is seeing “massive tailwinds” in financial advice in Australia, with the firm turning its attention to digital advice...
INDUSTRY NEWS
Licensee Centrepoint Alliance has shared its first half FY25 results with strong performance coming from the acquisition of Financial Advice Matters....
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Professional services firm AZ NGA has announced a group chief financial officer, who previously spent six years as Fitzpatricks Financial Group’s CEO....
INDUSTRY NEWS
Clime’s disposal of advice licensee Madison “needed to happen yesterday”, managing director Michael Baragwanath has told Money Management, as he concludes a severe cost-o...
INDUSTRY NEWS
As Viola Private Wealth continues on its growth trajectory, the wealth management firm has appointed a seasoned investment professional to be its first chief investment o...
INDUSTRY NEWS
Financial advisers who wish to implement artificial intelligence in their practices need to undergo a change in their mindset as to how they use technology....
INDUSTRY NEWS
With United Global Capital expected to constitute a substantial portion of CSLR compensation in FY25–26, what has AFCA ruled in its determinations on the company so far?...
INDUSTRY NEWS
Investment Trends has named HUB24 as the top investment platform in terms of overall functionality for the third year in a row....
INDUSTRY NEWS
Sequoia Financial Group has declined by five financial advisers in the past week, four of whom have opened up a new AFSL, according to Wealth Data....
INDUSTRY NEWS
Insignia Financial chief executive Scott Hartley has detailed whether the firm will be selecting an exclusive bidder for the second phase of due diligence as it awaits re...
INDUSTRY NEWS
Insignia Financial has reported a statutory net loss after tax of $17 million in its first half results, although the firm has noted cost optimisation means this is an im...
INDUSTRY NEWS
Former financial adviser Bradley Grimm has lost his appeal to have his sentence overturned in the Supreme Court of Victoria after judges ruled the conditions were “lenien...
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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...