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Insignia Financial has announced total quarterly net inflows of $2.3 billion as well as a third bid from Bain Capital. ...
INDUSTRY NEWS
As DBFO reforms around fees take effect, Adviser Ratings explores how advice businesses can adopt more transparent and client-centric pricing models in 2025....
INDUSTRY NEWS
Advisers may assume Gen Z and Millennials are less financially savvy than their older peers, but NAB has found they are actively engaging in “buy the dip” strategies when...
INDUSTRY NEWS
With regional and rural suburbs exhibiting high spare capacity to invest, Money Management speaks to three regional advisers on the opportunities beyond the major cities ...
INDUSTRY NEWS
Platform consolidation is expected to accelerate among financial advisers this year, as software company Finura pinpoints which two platforms are set to be the winners, t...
INDUSTRY NEWS
The software provider has made several appointments in its APAC wealth propositions team, with a focus on driving growth across digital advice, Xplan and strategic partne...
INDUSTRY NEWS
The platform has announced it plans to close its Xplore managed discretionary account service in 2026 which holds $2 billion in funds under administration....
INDUSTRY NEWS
With Sanlam Private Wealth coming under ASIC pressure regarding the number of responsible managers in its business, law firm Holley Nethercote explores what the role enta...
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. ...
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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...