FINANCIAL ADVICE
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...
Financial planning
ASIC has banned another two former financial advisers of MWL Financial Services of making inappropriate advice to clients regarding the Shield Master fund, following two ...
Financial planning
Two surveys from CoreData and Vanguard have shared the level of trust the Australian public has in financial advisers, and how it has changed since the Hayne royal commis...
Financial planning
The Financial Advice Association Australia has stated it is “working closely” with the Financial Services Minister, Daniel Mulino, to remount the inquiry into Dixon Advis...
Financial planning
ASIC has permanently banned a Melbourne individual who illegally provided financial advice which led investors to deposit $374,000 into his bank accounts....
Financial planning
The Australian Financial Complaints Authority has received more than 100,000 complaints for the second year running, with investment and advice complaints rising 18 per c...
Financial planning
Libby Roy has been appointed as an independent non-executive director on the board of AZ NGA....
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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...