Licensees are developing their own bespoke managed account strategies and 20 per cent of advisers have said they are encouraged to adopt the products by their licensee.
Momentum Media’s wealth brands are hosting Election 2025, an exclusive event examining the federal election’s impact on the economy, financial advice, and superannuation – analysing party policies and insights from key stakeholders.
The financial advice and investment services firm has welcomed nine senior advisers to its ranks, including six who have jumped ship from Perpetual Private, with the firm actively looking to expand.
A growing trend in the platform space is determining how to look after individuals who have been orphaned by their advisers, according to Investment Trends.
Clime Investment Management has announced its latest appointment to strengthen its private credit and property capabilities ahead of planned product enhancements.
Praemium research has uncovered that less than one in 10 financial advice practices have a formal, documented intergenerational wealth transfer strategy in place.
The regulator has convened multiple sitting panels of the FSCP regarding AFSL breach reports which have identified poor superannuation advice from financial advisers.
One licensee has lost 27 advisers in the past week, now sitting at zero, according to the latest Wealth Data figures.
AFCA remains firm on its stance that industry failures occurring in the financial advice sector are fundamentally an advice issue, rather than a product issue.
The corporate watchdog is suing FIIG Securities for alleged failures in its cyber security measures, describing the matter as a “wake-up call” to all licensees.
