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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...
INDUSTRY NEWS
Following ASIC’s report into AFSLs’ adoption of AI last year, two DASH executives have urged financial advice practices to consider AI within their risk governance framew...
INDUSTRY NEWS
With SMAs and MDAs being “the most powerful strategy” advisers can employ in their business, this CEO examines why the latter offers a sweet spot between efficiency and c...
INDUSTRY NEWS
Compensation claims regarding United Global Capital may be a “much bigger issue” than Dixon Advisory this year, the FAAA has said, but Dixon will be back on the agenda fo...
INDUSTRY NEWS
The corporate regulator has proposed additional relief for AFSLs under the reportable situations regime, with the FSC welcoming the changes to an “excessively burdensome”...
INDUSTRY NEWS
HUB24 has seen record net inflows of $9.5 billion for the first half of FY25, driven by new advisers joining the platform and favourable market conditions....
INDUSTRY NEWS
Fiducian Group has enjoyed double-digit growth in its FUMAA and NPAT for the first half of FY25, as it looks to boost adviser numbers to 150 through potential acquisition...
INDUSTRY NEWS
The parliamentary inquiry into the sophisticated investor test (SIT) has recommended making the test less subjective in order to prevent abuse by AFSLs....
INDUSTRY NEWS
Iress has appointed the former head of Count Financial to a newly created executive general manager position in its wealth APAC team....
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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...