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More than 30 advisers fell off the FAR during the Christmas and New Year period, according to Wealth Data, with half of these coming from licensee giant Entireti....
INDUSTRY NEWS
With next-generation heirs unlikely to retain their family’s financial advisers after receiving an inheritance, Capgemini has explored how firms can work with younger gen...
INDUSTRY NEWS
The use of technology and data analytics will be a way for advice firms to grow in 2025, according to Adviser Ratings, with those who are using it successfully reporting ...
INDUSTRY NEWS
With Insignia shares up 32 per cent in the past month and the firm enacting a five-year growth plan, Morningstar believes the two recent acquisition bids from private equ...
INDUSTRY NEWS
Insignia Financial has received a takeover bid from a second US firm, topping Bain Capital’s offer with a bid of $4.30 per share....
INDUSTRY NEWS
As the year comes to an end, Money Management takes a look at the biggest announcements that shocked the financial advice industry in 2024....
INDUSTRY NEWS
As the year draws to a close, a new report has explored the key trends and areas of focus for financial advisers over the last 12 months....
INDUSTRY NEWS
Assured Support explores five tips to help financial advisers embed compliance into the heart of their business, with 2025 set to see further regulatory change....
INDUSTRY NEWS
David Sipina has been sentenced to three years under an intensive correction order for his role in the unlicensed Courtenay House financial services....
INDUSTRY NEWS
As AFSLs endeavour to meet their breach reporting obligations, a legal expert has emphasised why robust documentation will prove fruitful, particularly in the face of pot...
INDUSTRY NEWS
Betashares has named the top Australian suburbs with the highest spare cash flow, shining a light on where financial advisers could eye out potential clients....
INDUSTRY NEWS
A relevant provider has received a written direction from the Financial Services and Credit Panel after a superannuation rollover resulted in tax bill of over $200,000 fo...
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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...