POWERED BY MOMENTUM MEDIA
FINANCIAL PLANNING
INDUSTRY NEWS
ASIC has cancelled its first AFSL of 2025, taking action against an advice licensee based in Sydney, NSW. ...
INDUSTRY NEWS
Nearly 30 financial advisers have joined a new AFSL, with the majority coming from ex-AMP licensee Charter Financial Planning, which is now owned by Entireti....
INDUSTRY NEWS
Global wealth manager Canaccord Genuity has unveiled five strategic priorities for its wealth management business in Australia as it announces its quarterly results....
INDUSTRY NEWS
ASIC has taken action against a Queensland adviser who was sentenced last May for misappropriating $1.8 million from his clients....
INDUSTRY NEWS
WT Financial managing director, Keith Cullen, says the firm is looking inward when it comes to M&A, with a focus on helping practices in its network become “bigger, bette...
INDUSTRY NEWS
The Senate has opted to extend the date of the inquiry into Dixon Advisory and wealth management companies, having originally been scheduled to complete next month....
INDUSTRY NEWS
A former Insignia Financial C-suite exec has taken on a leadership role at MUFG Retirement Solutions as it announces chief executive Dee McGrath will depart after six yea...
INDUSTRY NEWS
The Finance Sector Union has urged any private equity deal for Insignia Financial should make wellbeing paramount for its 4,000 employees, having spent 2024 negotiating a...
INDUSTRY NEWS
In its pre-budget submission, the FAAA has proposed a government assistance package that could see up to 1,000 financial advice practices receive $10,000 each for hiring ...
INDUSTRY NEWS
A third private equity player has emerged in the bidding war to acquire Insignia Financial, rivalling Bain Capital and CC Capital....
INDUSTRY NEWS
The proportion of advisers working at a privately owned licensee rose to 78 per cent in the fourth quarter of 2024 as over 1,000 advisers left a diversified firm. ...
INDUSTRY NEWS
Advice around a client’s concessional contribution cap was the reason for the latest written direction by the Financial Services and Credit Panel....
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
Powered by
MOMENTUM
MEDIA
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...