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A failure to implement a succession plan could negatively impact the sale price of an advice firm, with almost half of practices telling CFS that they would struggle to o...
INDUSTRY NEWS
Insignia Financial’s wrap platform, MLC Expand, has launched a new investment menu, delivering low-cost access to ETFs and term deposits for advisers and their clients....
INDUSTRY NEWS
Iress has successfully completed its business transformation to become a growth-focused business set to benefit from the expansion of advice to unadvised consumers in Aus...
INDUSTRY NEWS
WT Financial’s Keith Cullen is eager for its Hubco initiative to see advice firms under its licence trade at multiples which are catching up to those UK and US financial ...
INDUSTRY NEWS
Sequoia Financial Group has revealed the scale of complaints lodged with the Australian Financial Complaints Authority relating to its role in the Shield Master Fund and ...
INDUSTRY NEWS
AMP chief executive, Alexis George, believes the North platform is on a forward trajectory after a period of “stagnation” and is targeting consistent quarterly growth in ...
INDUSTRY NEWS
The Financial Advice Association Australia has announced it will expand its approved specialisations program to broaden its range of qualification designations....
INDUSTRY NEWS
The profession is up by almost 200 advisers for the new financial year, with August continuing the consistent weekly positive gains. ...
INDUSTRY NEWS
WT Financial has announced its second “Hubco” with a combined valuation of $7.8 million, while its first one has successfully incorporated and is now making its own acqui...
INDUSTRY NEWS
The Australian Wealth Advisors Group has entered into a joint venture with a Melbourne financial services firm to launch a wealth manager....
INDUSTRY NEWS
Remediation and litigation costs have led AMP to announce a reduced statutory net profit after tax of $98 million for the first half of 2025....
INDUSTRY NEWS
Colonial First State has partnered with JP Morgan Asset Management to make its inaugural private equity allocation, continuing the firm’s expansion into unlisted asset cl...
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The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
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...