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INDUSTRY NEWS
Sequoia Financial Group has confirmed chief executive Garry Crole will remain at the firm until June 2026 but will work on a succession plan for his replacement....
INDUSTRY NEWS
The investment platform has released a suite of improvements for its users, designed to enhance adviser efficiency and optimise client engagement....
INDUSTRY NEWS
Proactive compliance risk management has become both a “regulatory necessity” and a “cornerstone of ethical excellence” for financial advice licensees, this compliance pr...
INDUSTRY NEWS
Wealth Data founder Colin Williams believes legislative changes mean there is ‘no excuse’ for further financial adviser declines as the number of new entrants struggle to...
INDUSTRY NEWS
ASIC has secured travel restraint orders against a financial adviser while he is the subject of an investigation into alleged financial misconduct....
INDUSTRY NEWS
BT’s latest research has identified the top 10 most important attributes for financial advisers when selecting a platform provider....
INDUSTRY NEWS
Iress is expecting a 50 per cent EBITDA rise for the first half of the 2024 calendar year compared to the prior corresponding period, as it enters the final stages of its...
INDUSTRY NEWS
Insignia has announced it has completed the separation of Rhombus Advisory but flagged it needs to increase its remediation provision by an estimated $135 million relatin...
INDUSTRY NEWS
With the self-licensing trend here to stay, what are the estimated costs and insurance risks for financial advisers operating their own AFSL without the backing of a larg...
INDUSTRY NEWS
Deloitte’s Andrew Boal believes there is a role for financial advisers to help clients understand longevity literacy as retirees find themselves “asset rich, cash poor”, ...
INDUSTRY NEWS
Despite concerns about 2024 being a weaker year for adviser growth, the net gains for the financial year to date are exactly in line with the same time last year, althoug...
INDUSTRY NEWS
A rising number of financial advisers – known as insourcers – are opting to take the investment selection process upon themselves, says Investment Trends’ Irene Guiamatsi...
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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...