FINANCIAL PLANNING

INDUSTRY NEWS

A former Insignia Financial C-suite exec has taken on a leadership role at MUFG Retirement Solutions as it announces chief executive Dee McGrath will depart after six yea...

INDUSTRY NEWS

The Finance Sector Union has urged any private equity deal for Insignia Financial should make wellbeing paramount for its 4,000 employees, having spent 2024 negotiating a...

INDUSTRY NEWS

In its pre-budget submission, the FAAA has proposed a government assistance package that could see up to 1,000 financial advice practices receive $10,000 each for hiring ...

INDUSTRY NEWS

A third private equity player has emerged in the bidding war to acquire Insignia Financial, rivalling Bain Capital and CC Capital....

INDUSTRY NEWS

The proportion of advisers working at a privately owned licensee rose to 78 per cent in the fourth quarter of 2024 as over 1,000 advisers left a diversified firm. ...

INDUSTRY NEWS

Advice around a client’s concessional contribution cap was the reason for the latest written direction by the Financial Services and Credit Panel....

INDUSTRY NEWS

The financial advice business has expanded its range of services with the introduction of Apt Wealth Legal Services to meet clients’ evolving needs in estate planning and...

INDUSTRY NEWS

Sequoia has gained a new shareholder after the Australian Wealth Advisers Group took a substantial stake, stating it sees the advice licensee’s shares trading at a deep d...

INDUSTRY NEWS

Wealth management leaders are being encouraged to maximise the value of new and existing talent through continuous upskilling, as one-quarter of Australian employees seek...

INDUSTRY NEWS

Investment fund infrastructure provider FundBase Group is set to launch a new platform for Australian retail investors looking to enter the private markets universe....

INDUSTRY NEWS

A former Perth financial adviser has pleaded guilty in court to stealing $1 million from his clients for his own benefit....

INDUSTRY NEWS

Contrary to expectations that Dixon Advisory would form the bulk of CSLR compensation, around three-quarters of the sum for FY26 relates to United Global Capital. ...

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’...

2 months ago

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

2 months 3 weeks ago

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

3 months ago

BlackRock Australia plans to launch a Bitcoin ETF later this month, wrapping the firm’s US-listed version which is US$85 billion in size....

6 days 13 hours ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

2 weeks 6 days ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

2 weeks 4 days ago
moneymanagement logo