The proposed merger between Diverger and Count has reached the next stage of its proceedings ahead of an expected February completion date.
The Australian Taxation Office has provided updated rules on the tax deductibility of financial advice fees.
A former AMP Financial Planning adviser from Newcastle has been banned for five years after failing to manage conflicts of interest.
Sequoia has made a $2 million acquisition as it expands its product offering to deliver professional services to advisers.
Some 16 super RSEs are paying over $1 million to their board of trustees, according to latest APRA data.
Conversions from unlisted to active ETFs have accounted for half of the monthly ETF growth in November, driving an AUM of nearly $170 billion and marking a departure from previous monthly declines.
Christine Franks has been appointed to the SMSF Association’s board as its governance expert in replacement of a former board member.
With a move towards servicing high-net-worth investors who are seeking a professional network, accountants and financial planners are working closer than ever before and presenting possible merger opportunities.
Former OneVue chair, Gail Pemberton, has been appointed to the group of Link Group as the firm turns its focus to its Retirement and Superannuation Solutions division.
The FSCP has issued a registration prohibition order against a financial adviser until 2025 for misleading a client through a scaled advice model that excluded an SMSF investment, its second in a week.
