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FINANCIAL PLANNING
INDUSTRY NEWS
Money Management examines the funds under administration growth of three listed Australian platforms for FY24, with two players both achieving a 30 per cent rise....
INDUSTRY NEWS
A former Brisbane financial adviser has been sentenced after being found guilty of a $5.9 million fraud, with the judge describing his actions as “brazen, gross and callo...
INDUSTRY NEWS
The exit of “smaller non-economic advisers” has improved net margin at Sequoia, while the divestment of Morrison Securities boosted its statutory net profit after tax for...
INDUSTRY NEWS
Two former United Global Capital advisers, which entered into liquidation earlier this month, have commenced at a new licensee, while overall adviser numbers have fallen ...
INDUSTRY NEWS
The wealth management platform has released its FY24 results and is planning to capture platform migration occurring among financial advisers to drive future growth. ...
INDUSTRY NEWS
A former Brisbane financial adviser has been found guilty of 28 counts of fraud where his clients lost $5.9 million....
INDUSTRY NEWS
Centrepoint Alliance chief executive John Shuttleworth foresees a “lucrative recruitment market” in the advice space in the next 12–18 months which will provide a tailwin...
INDUSTRY NEWS
There is a role for advisers to play in helping pre-retirees understand lifetime income solutions as clients say they lack comprehension of the products’ structure....
INDUSTRY NEWS
Prime Financial Group has announced its FY24 results in what proved to be an “inflection point” for the firm, with further M&A activity and growth in the alternatives mar...
INDUSTRY NEWS
The migration of the MLC platform to Expand caused disruption in platform flows for Insignia in FY24 as advisers “lost patience” with delays, while the firm flagged its r...
INDUSTRY NEWS
The majority of financial advice practices enjoying revenue growth are putting this towards growing their adviser teams, according to new research....
INDUSTRY NEWS
A wide range of strategic priorities are set to fall under the corporate regulator’s enforcement spotlight in the next 12 months, including the risk management and data s...
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So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...