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INDUSTRY NEWS
A dispute between Sequoia Financial Group and individual Tim McGowen has reached a conclusion, following a problematic acquisition of three companies....
INDUSTRY NEWS
The Financial Services and Credit Panel has made its first determination in over three months with the relevant provider pulled up on their statements of advice....
INDUSTRY NEWS
Adviser Ratings’ quarterly data has uncovered the top 10 financial advice licensees for growth and losses in the second quarter of the 2024 calendar year....
INDUSTRY NEWS
Back in 2014, the proportion of optimistic advisers sat at 55 per cent, but how has the past decade and the fallout from the Hayne royal commission changed things?...
INDUSTRY NEWS
Financial advice licensee Fiducian has shared its FY24 results, reporting consistent net inflows of $281 million from its adviser network....
INDUSTRY NEWS
AZ NGA’s Paul Barrett unpacks why the firm is the right home for 16 AMP-aligned advice practices and how its M&A history will facilitate the long-term growth ambitions of...
INDUSTRY NEWS
WT Financial managing director Keith Cullen believes it is “halcyon days ahead” for financial advice as it completes a four-year period of M&A activity, with the licensee...
INDUSTRY NEWS
The Bravura cost-out restructure has been achieved with lower costs and in a faster time than initially expected, CEO Andrew Russell said, allowing the business to return...
INDUSTRY NEWS
Wealth management platform BT and alternative markets data provider Preqin have teamed up to provide financial advisers with greater education and transparency on private...
INDUSTRY NEWS
JANA Investment Advisers has announced it will deliver tailored managed account services to a self-licensed advice firm in Melbourne to meet its diverse client needs....
INDUSTRY NEWS
A Melbourne financial advice firm has been put into liquidation by the Federal Court, and an appeal against its AFSL cancellation has been dismissed....
INDUSTRY NEWS
With two years as Count’s CEO under his belt, Hugh Humphrey takes a look back on how the firm has grown from its “subscale” position to Australia’s second-largest advice ...
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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...