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International equities lead the charge in November ETF flows

ETF/BetaShares/international-equities/equities/australian-equities/

November proved to be a standout month for international equities, with these ETFs witnessing nearly double the flows of the next closest category.

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Adviser reprimanded over incorrect advice by FSCP

FSCP/financial-advice/misconduct/enforcement/

The FSCP has issued its second written reprimand this week against an adviser who provided incorrect advice to clients regarding the non-concessional cap.

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WA advice firm among 2 AFSL cancellations

ASIC/AFSL/ASIC-cancellation/

The corporate regulator has cancelled two AFSLs, one against a Western Australian financial advice firm and the other against an individual.

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Insignia ‘considering’ takeover bid from US giant

insignia/insignia-financial/private-equity/

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm.

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Dixon investment committee actions warrant scrutiny: FAAA

Dixon-Advisory/AFCA/

The actions of the investment committee at Dixon Advisory should be placed under greater scrutiny in the upcoming Senate inquiry, according to the FAAA.

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The 2 areas of CSLR that could easily change

CSLR/Dixon-Advisory/

There are two areas where Minister for Financial Services, Stephen Jones, has the power to change CSLR without the need for law changes.

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AMPFP loses title of largest individual licensee

Wealth-Data/financial-advice/amp/Morgans/

A close competition has seen AMP Financial Planning lose its long-held position as Australia’s largest individual licensee, according to Wealth Data.

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Model portfolios gain ground with Aussie investors

State-Street/State-Street-Global-Advisors/model-portfolios/

State Street Global Advisors’ research reveals a notable rise in Australian investors’ awareness and satisfaction with model portfolios, highlighting benefits such as lower fees, closer portfolio monitoring, and greater adviser involvement.

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Viridian Advisory encourages school leavers to consider advice

financial-advice/viridian/professional-year/new-entrants/striver/

National advice firm Viridian Advisory is encouraging school leavers to consider financial advice as a future career choice, having taken almost 20 individuals through its professional year program.

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Viola Private Wealth signs NRL’s Cooper Cronk

financial-advice/high-net-worth/

NRL legend and four-time premiership winner, Cooper Cronk, has signed on at Viola Private Wealth as a brand ambassador as the firm targets individuals with niche careers who require bespoke advice.

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