A new report has unearthed seven key megatrends that financial advisers need to prepare for to stay ahead of the game and not be left behind by peers.
Financial advice group AZ NGA is reportedly in “exclusive negotiations” with US asset manager Oaktree Capital about the firm coming on board as a possible growth partner.
There is less than a week to go before ASIC commences a compliance program on 1 August to ensure licensees have correct FAR records, and enforcement action is possible if details are incorrect.
Having completed the acquisitions of Merricks Capital and Argyle Group, funds under management at Regal Partners has risen 35 per cent to $16.5 billion.
An NSW-based adviser has been banned from providing financial services for five years for inappropriate advice and the AFSL of his business has been cancelled by ASIC.
The introduction of Rhombus Advisory has caused a shift in the top advice licensees as Insignia separates its advice business into two channels.
Nearly 18 months since Invest Blue adopted its nine-day fortnight structure to support employee wellbeing, the national advice firm has enjoyed positive results across all metrics.
Given the clear divergence between the cost of financial advice and clients’ willingness to pay, two experts explore how advisers can transform the way they convey value to potential clients.
As part of its executive leadership refresh, Insignia has appointed Dave Woodall as its chief executive for superannuation.
Money Management is now accepting nominations and submissions for the Women in Finance Awards, to be held in November 2024.
