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Two CEOs and a recent report have underscored how the current period of M&A, led by large buyer groups, is redefining the financial advice profession and creating a notab...
INDUSTRY NEWS
The FAAA has argued against “prescriptive record keeping obligations” in favour of advisers using their professional judgement....
INDUSTRY NEWS
Outsourcing company Vital Business Partners has taken a minority equity stake in a digital platform for financial advisers, which will help fund its future growth plans. ...
INDUSTRY NEWS
The advice profession lost 15 advisers over the past week, according to Wealth Data, partly due to a lower number of new entrants and advisers transitioning between licen...
INDUSTRY NEWS
The regulator says it secured $32.2 million in civil penalties and nine criminal convictions in the six months to 30 June....
INDUSTRY NEWS
Money Management examines how the experienced provider pathway has impacted the advice industry, one year since it was passed on 6 September 2023....
INDUSTRY NEWS
The emerging wealth technology platform has appointed Michael Csavas, former acting Count CEO, to drive growth and target financial advisers and accountants....
INDUSTRY NEWS
A judge has frozen the assets of former Keystone director Paul Chiodo’s company and ruled in ASIC’s favour that administrators can be appointed to wind up the firm. ...
INDUSTRY NEWS
The decision whether to proceed with a $100 million settlement for members of the buyer of last resort class action against AMP has been decided in the Federal Court....
INDUSTRY NEWS
The Financial Advice Association Australia is concerned those working as paraplanners will be unaware of their ability to transition to an adviser, under the proposed new...
INDUSTRY NEWS
Integrating regular meetings within a financial advice team – from daily huddles to quarterly reviews – is essential for fostering sustainable long-term growth, according...
INDUSTRY NEWS
ASIC has released the percentage of candidates who passed its August financial advice exam with the volume dropping to the lowest since November 2022....
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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...
So we are now underwriting criminal scams?...