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The platform market is more likely to grow than consolidate in the upcoming years, according to platform expert Recep Peker, as the adviser cohort becomes a valuable targ...
INDUSTRY NEWS
Advice veteran Paul Harding-Davis is to step down from Brisbane licensee AdviceIQ Partners after eight years, and the business has appointed a new general manager. ...
INDUSTRY NEWS
Insignia Financial has looked internally to appoint its chief technology officer, completing the executive team announced to implement its new operating model last July. ...
INDUSTRY NEWS
Stellan Capital’s new CEO Jim DeCarlo says he will use his US experience to organically double the firm’s assets to $2 billion within 18 months, and believes overseas PE ...
INDUSTRY NEWS
The corporate regulator has announced its first adviser banning of the year with the permanent ban of a Queensland-based former adviser that was sentenced to seven years’...
INDUSTRY NEWS
Brisbane-based Wealth Architects has announced two acquisitions as it continues its path into regional Australia and branches out into life insurance. ...
INDUSTRY NEWS
Entireti, Australia’s largest financial advice licensee owner, has welcomed its first chief investment officer to drive its research and investment services team....
INDUSTRY NEWS
The Australian financial advice industry has risen by more than 20 advisers this week, with nearly half joining WT Financial and Sequoia....
INDUSTRY NEWS
Two financial advice professionals have shared their tips for success when building an effective Professional Year program as more advisers look to bring on junior staff ...
INDUSTRY NEWS
Numbers are in for 2024, with Wealth Data confirming how many advisers left during the calendar year and which business models saw the largest growth in terms of new lice...
INDUSTRY NEWS
Praemium has seen its highest net inflows in over two years for Q2 FY25 as its Powerwrap platform returns to inflows after five consecutive quarterly outflows....
INDUSTRY NEWS
New adviser and licensee relationships have helped Netwealth to expand its business pipeline in the latest quarter as it reports $4.5 billion in quarterly inflows....
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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...