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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...
INDUSTRY NEWS
ClearView has said it expects to completely exit wealth management by the third quarter of FY25....
INDUSTRY NEWS
Centrepoint Alliance is optimistic of benefitting from licensee switching to grow organically and is set to boost funds under advice via a new investment platform in Octo...
INDUSTRY NEWS
Insignia reports a $185 million statutory net loss after tax in FY24 but sees revenue improve in its newly restructured advice division, thanks to higher value clients....
INDUSTRY NEWS
Financial advice practices with high profit margins charge annual client fees of $7,700 and keep their operational costs low, says Investment Trends’ Irene Guiamatsia....
INDUSTRY NEWS
As financial advisers balance competing business priorities, Business Health identifies four methods to foster strong client relationships....
INDUSTRY NEWS
After an adviser received a warning from the FSCP about their Record of Advice usage, when is the correct time for it to be used with clients?...
INDUSTRY NEWS
With small financial advice firms vulnerable to key person risk, there can be a tangible monetary cost to a practice’s value if the owner dies suddenly. ...
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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?...