FINANCIAL PLANNING

INDUSTRY NEWS

Melbourne and Perth-based Endeavor Asset Management has added 24 financial advisers to its AFSL this week, with overall industry numbers rising by more than a dozen....

INDUSTRY NEWS

The industry has reacted to the retirement of Stephen Jones as Minister for Financial Services, recognising his efforts on scams and financial reforms. ...

INDUSTRY NEWS

Australian advised clients are the most eager among global peers to invest in private markets, according to Hamilton Lane, with their knowledge of the asset class also be...

INDUSTRY NEWS

With Finchley & Kent coming in second place for adviser growth in 2024, its managing director shares why word-of-mouth referrals have been critical to its success....

INDUSTRY NEWS

The platform market is more likely to grow than consolidate in the upcoming years, according to platform expert Recep Peker, as the adviser cohort becomes a valuable targ...

INDUSTRY NEWS

Advice veteran Paul Harding-Davis is to step down from Brisbane licensee AdviceIQ Partners after eight years, and the business has appointed a new general manager. ...

INDUSTRY NEWS

Insignia Financial has looked internally to appoint its chief technology officer, completing the executive team announced to implement its new operating model last July. ...

INDUSTRY NEWS

Stellan Capital’s new CEO Jim DeCarlo says he will use his US experience to organically double the firm’s assets to $2 billion within 18 months, and believes overseas PE ...

INDUSTRY NEWS

The corporate regulator has announced its first adviser banning of the year with the permanent ban of a Queensland-based former adviser that was sentenced to seven years’...

INDUSTRY NEWS

Brisbane-based Wealth Architects has announced two acquisitions as it continues its path into regional Australia and branches out into life insurance. ...

INDUSTRY NEWS

Entireti, Australia’s largest financial advice licensee owner, has welcomed its first chief investment officer to drive its research and investment services team....

INDUSTRY NEWS

The Australian financial advice industry has risen by more than 20 advisers this week, with nearly half joining WT Financial and Sequoia....

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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 4 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....

1 week 1 day ago

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

3 weeks 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 6 days ago
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