FINANCIAL PLANNING

INDUSTRY NEWS

Insignia Financial has granted CC Capital access to select company information in the hope of securing an improved offer from the private equity firm....

INDUSTRY NEWS

Recruitment agency Robert Walters has revealed the expected salary ranges for Australian financial advisers in 2025, with one particular state seeing a decline....

INDUSTRY NEWS

As global PE firms scope out the Australian wealth management industry, Finura predicts which other local names may potentially receive a takeover offer this year....

INDUSTRY NEWS

The Sydney-based advisory group has welcomed a new partner to its ranks, who previously led advice licensee businesses at Insignia Financial and MLC/NAB. ...

INDUSTRY NEWS

New York-based firm CC Capital has bumped up its offer to stay ahead of rival bidder Bain Capital....

INDUSTRY NEWS

In a tight race against Morgans, AMP Financial Planning has won back its position as the largest individual licensee in Australia, according to Wealth Data. ...

INDUSTRY NEWS

Learning to delegate authority and relinquish a hands-on approach is a critical step towards building a self-sustaining financial advice practice, says Assured Support....

INDUSTRY NEWS

Private wealth management company Stellan Capital has appointed a new chief executive, who brings over three decades of experience in the global financial services indust...

INDUSTRY NEWS

There are seven key mistakes that financial advice businesses need to steer clear of in 2025 to avoid hindering their business growth and profitability, according to Advi...

INDUSTRY NEWS

The FAAA has secured CSLR-related documents under the FOI process, after an extended four-month wait, which show little analysis was done on how the scheme’s cost would a...

INDUSTRY NEWS

While advisers are increasingly eyeing private markets and alternative investments, two reports have underlined the lack of investor understanding that persists among bot...

INDUSTRY NEWS

Nearly seven in 10 HNW-focused advisers view alternatives as the asset class that will be fundamental to meeting client demands in the future, according to Praemium....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 week 6 days ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

1 month 1 week ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

1 month 2 weeks ago

AMP has settled on two court proceedings: one class action which affected superannuation members and a second regarding insurer policies. ...

6 days 16 hours ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

2 weeks 2 days ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

3 weeks 2 days ago
Powered by MOMENTUM MEDIA
moneymanagement logo