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With over half of advisers using managed accounts, HUB24’s head of managed portfolios has unpacked the benefits driving their usage and how they can be leveraged by advic...
INDUSTRY NEWS
The FSCP has announced its latest verdict, suspending an adviser’s registration for failing to comply with his obligations when providing advice to three clients....
INDUSTRY NEWS
ASX-listed platforms HUB24, Netwealth, and Praemium have used their AGMs to detail how they are using artificial intelligence to improve their processes and the innovativ...
INDUSTRY NEWS
Having sold Madison to Infocus earlier this year, Clime has now set up a new financial advice licensee with eight advisers....
INDUSTRY NEWS
With licensees such as Insignia looking to AI for advice efficiencies, they are being urged to write clear AI policies as soon as possible to prevent a “Wild West” of pro...
INDUSTRY NEWS
Iress has revealed the number of clients per adviser that top advice firms serve, as well as how many client meetings they conduct each week....
INDUSTRY NEWS
Morningstar has made two business development appointments to drive the growth strategy of its financial advice software, AdviserLogic. ...
INDUSTRY NEWS
Insignia Financial has announced a board director will be stepping down next year after almost a decade amid a board refresh. ...
INDUSTRY NEWS
Zenith Investment Partners has appointed a Brisbane-based business development manager, who previously led Fitzpatrick Private Wealth Partners as a director and senior ad...
INDUSTRY NEWS
Praemium has said it is open to investing in artificial intelligence “in a big way” as it believes it can transform the business and details how it is already being used ...
INDUSTRY NEWS
Sequoia has shared its strategic initiatives for FY25, including organically increasing its licensee market share and restructuring its specialist investment arm....
INDUSTRY NEWS
In an environment of M&A, CA ANZ has stated any company looking to acquire an advice firm should be prepared to bear responsibility for any compensation to aggrieved clie...
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So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...