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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...
INDUSTRY NEWS
The completion of remediation projects by firms such as AMP have led to an influx of compliance professionals entering the market, although they see pushback on their nar...
INDUSTRY NEWS
A national financial advice firm is targeting advisers looking to leave large licensees and providing them with tools and financial backing to run their own business....
INDUSTRY NEWS
A former Queensland-based financial adviser has been permanently banned by ASIC from providing financial services....
INDUSTRY NEWS
Praemium has seen net outflows of $414 million over the June quarter with Powerwrap outflows eight times higher than the previous quarter, and the platform expects this t...
INDUSTRY NEWS
The financial planning technology group has entered into a binding share purchase agreement to acquire Integrated Portfolio Solutions, set to bring DASH’s FUA above $15 b...
INDUSTRY NEWS
While technology plays a vital role in efficient financial advice firms, it remains just one piece of the wider puzzle in driving overall productivity, writes Business He...
INDUSTRY NEWS
Melbourne-based financial advice practice Tribeca Financial has expanded its advice footprint by establishing an outpost in Sydney and welcoming a new partner onboard....
INDUSTRY NEWS
HUB24 has reported a 138 per cent rise in quarterly net platform inflows to $5 billion, helped by a large migration from Equity Trustees....
INDUSTRY NEWS
An equity partner firm of Count has acquired a Victorian accounting and financial planning business for $2.1 million, following its first M&A deal in February....
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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?...