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Financial planning
A Gold Coast-based financial adviser has been banned for four years by the corporate regulator after he provided inappropriate advice for Next Generation Advice regarding...
Financial planning
With $34.9 million in cash on its balance sheet, Fiducian executive chairman Indy Singh has said the licensee won’t be rushed into making large advice acquisitions or pay...
Financial planning
The impending retirement of financial advisers in their 50s could see the profession face significant succession challenges over the coming decade and younger advisers ma...
Funds management
With 40 per cent of advice practices looking to increase their ETF usage, the next frontier being embraced is smart beta ETFs with flows doubling in July, providers have ...
Financial planning
The shift in scale and consolidation has led to substantial growth in large privately owned licensees, which have tipped past 20 per cent of advisers for the first time t...
Financial planning
The former director of United Global Capital has received a decision from the Administrative Review Tribunal regarding an appeal of his 10-year ban from providing financi...
Financial planning
WT Financial’s Keith Cullen is eager for its Hubco initiative to see advice firms under its licence trade at multiples which are catching up to those UK and US financial ...
Financial planning
The Financial Advice Association Australia has announced it will expand its approved specialisations program to broaden its range of qualification designations....
Financial planning
WT Financial has announced its second “Hubco” with a combined valuation of $7.8 million, while its first one has successfully incorporated and is now making its own acqui...
Financial planning
The Australian Wealth Advisors Group has entered into a joint venture with a Melbourne financial services firm to launch a wealth manager....
Financial planning
Global equity manager Orbis Investments has appointed a head of marketing from Capital Group as it becomes the latest manager to target advised retail investors. ...
Financial planning
With an abundance of private market options coming to market, due diligence becomes increasingly important as advisers separate the wheat from the chaff, adviser Charlie ...
Financial planning
The Treasury has launched a consultation into how the $47 million special levy for the Compensation Scheme of Last Resort will be funded....
Financial planning
With the final tally for FY25 now confirmed, how many advisers left during the financial year and how does it compare to the previous year?...
Financial planning
The 2025 calendar year has already seen 18 advisers banned or disqualified by ASIC, and if this trend continues, the count could exceed the royal commission era record of...
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Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...