Two advice licensees have lost more than 26 per cent in their share price since the start of 2023, while another has seen gains of 35 per cent. ...
Sequoia has made a $2 million acquisition as it expands its product offering to deliver professional services to advisers....
A former AMP Financial Planning adviser from Newcastle has been banned for five years after failing to manage conflicts of interest....
The Australian Taxation Office has provided updated rules on the tax deductibility of financial advice fees....
Christine Franks has been appointed to the SMSF Association’s board as its governance expert in replacement of a former board member....
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....
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...
Some 16 super RSEs are paying over $1 million to their boards of trustees, according to latest APRA data. ...
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 ...
Australian Retirement Trust has announced who its next chief executive will be following outgoing CEO Bernard Reilly’s resignation in September....
The government has released draft legislation to improve the delivery and accessibility of the adviser exam....
In this episode of the ifa Show, host Maja Garaca Djurdjevic is joined by journalist Keith Ford to take a look at the government’s newly announced policy stance on the se...
National Australia Bank has announced two of its New Zealand-based subsidiaries will combine with Jarden Wealth to create a new wealth management entity with 113 financia...
AMP has revitalised its Jigsaw Advice Solutions business to provide expanded add-on services to self-licensed financial advisers, ranging from AFSL setup to revenue manag...
The proposed merger between Diverger and Count has reached the next stage of its proceedings ahead of an expected February completion date....
The FAAA is pushing for a mandated standardised fee consent form to minimise red tape and reduce the cost of financial advice in response to the government’s first QAR tr...
The Federal Court has appointed two corporate receivers of Brite Advisors to investigate the $1 billion client pension funds under its management since its assets were fr...
2023 has been a year of mergers and acquisitions for licensees as firms take advantage of the improved landscape for financial advisers. ...
Delayed gratification from companies which had produced strong results in October provided sharp share price rises for the Munro Global Growth Fund last month....
TAL’s three Professional Year initiatives successfully encouraged new entrants into the financial advice industry throughout 2023, including 16 candidates completing thei...
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...