FINANCIAL PLANNING

INDUSTRY NEWS

Evidentia Group, a wholly owned subsidiary of Generation Development Group, has entered into a binding agreement to acquire consulting firm Encore Advisory Group. ...

INDUSTRY NEWS

MST Financial has announced the completion of its acquisition and integration of FIIG Asset Management from AUSIEX, bolstering its leadership team in the process. ...

INDUSTRY NEWS

Ascalon Capital and Evergreen Consultants have penned a merger to bring together their respective strengths to support the firms’ clients and the financial adviser landsc...

INDUSTRY NEWS

Fintech firm WealthX has launched a new platform to help streamline advisers’ client processes leveraging its recent partnership with Padua Solutions. ...

INDUSTRY NEWS

As private markets maintain their position in the spotlight amid ASIC scrutiny, an adviser and an investment specialist have highlighted the growing reliance on AFSLs to ...

INDUSTRY NEWS

Vital Business Partners has thrown its support behind ASIC’s review of advice businesses’ use of offshore service providers, urging business to reassess their own set-ups...

INDUSTRY NEWS

Forbes Fava Saville has announced the appointment of a new senior financial planner, expanding its ranks to help serve clients across its Victoria offices....

INDUSTRY NEWS

Financial services software firm Iress has unveiled a new business efficiency program with the aim of permanently lifting its profit margin as the business enters a leane...

INDUSTRY NEWS

AUSIEX has revealed the top traded stocks for October, noting significant jumps in advised investor trading, while ETFs also reported higher activity. ...

INDUSTRY NEWS

The Financial Advice Association Australia has implored advisers to reevaluate their exposure to AML/CTF obligations ahead of new reforms that will expand their complianc...

INDUSTRY NEWS

With UBS Asset Management chief executive, Alison Telfer, set to join Schroders, the firm has appointed a company veteran as her interim successor. ...

INDUSTRY NEWS

Compared to four years ago when the divide between boutique and large licensees were largely equal, adviser movements have seen this trend shift in light of new licensees...

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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’...

3 months ago

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

3 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...

4 months ago

AMP has agreed in principle to settle an advice and insurance class action that commenced in 2020 related to historic commission payment activity. ...

2 days 21 hours ago

Advice firms are increasing their base salaries by as much as $50k to attract talent, particularly seeking advisers with a portable book of clients, but equity offerings ...

3 weeks 2 days ago

ASIC has released the results of the latest financial adviser exam, held in November 2025....

1 week 1 day ago
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