Selfwealth expands executive team with three appointments

selfwealth/Craig-Keary/leadership/

Selfwealth has made a number of appointments to its executive leadership team, as new CEO Craig Keary focuses on strategic growth.

Read more about:

AUTHOR

Adviser numbers enter ‘period of decline’ after strong start

amp/Wealth-Data/Colin-Williams/licensees/

After initial strong growth in the first few weeks of the year, there have now been five consecutive weeks of decline or no growth in adviser numbers, according to Wealth Data.

Read more about:

AUTHOR

Senator Jane Hume to speak at the Australian Wealth Management Summit 2024

Senator Jane Hume will join the speaker line-up at the inaugural Australian Wealth Management Summit.

AUTHOR

FSCP by numbers: Which issues are occurring most?

code-of-ethics/corporations-act/FSCP/ASIC/

There have been 16 outcomes issued by the Financial Services and Credit Panel since its launch in 2023, which issues or breaches are frequently occurring?

Read more about:

AUTHOR

Relative Return: Making private credit accessible to retail investors

Podcast/Relative-Return/

In this episode, host Keith Ford speaks with Frank Danieli, managing director and head of credit investments and lending at MA Financial, about the evolving landscape of private credit in Australia.

Read more about:

AUTHOR

FAAA urges ATO to refine tax deductibility of advice fees

financial-advice/taxation/tax-deductable-advice/advice-fees/Sarah-Abood/

The FAAA is calling on the ATO to refine its position on the tax deductibility of financial advice fees related to advice to clients with pre-existing investments.

AUTHOR

AMP North AUM reaches $14bn

amp-north/North/platforms/managed-portfolios/

AMP North has reached $14 billion in assets under management in its managed portfolios, a 66 per cent annual increase.

Read more about:

AUTHOR

How to value a financial planning practice in 2024

financial-planning-business/financial-advice/M&A/sale/

The demand for financial planning businesses for sale isn’t decreasing but firms need to know how to value their business to achieve the best price, writes Fiona Ettles.

Read more about:

AUTHOR

Morningstar to expand to superannuation ratings

Superannuation/morningstar/financial-advisers/licensees/superannuation-funds/

Morningstar is going to offer research ratings of funds in the $3.5 trillion superannuation sector for the first time in response to demand from financial advisers.

Read more about:

AUTHOR

SOAs flagged by FSCP for second time in a month

financial-advisers/financial-advice/statement-of-advice/

The latest FSCP outcome has been issued for a problem relating to Statements of Advice, the second relating to this matter in a month.

Read more about:

AUTHOR

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

5 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

7 months 1 week ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

4 weeks 1 day ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

1 week 4 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

3 weeks ago