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FINANCIAL ADVICE
Financial planning
Fidelity research has found cost is the main barrier deterring women from seeking financial advice, while 43 per cent are worried about finding someone they can trust....
Features
The rebranding of the AMP advice division to Akumin brings to an end a 176-year history for the firm and provides a fresh start for advisers under Entireti....
Financial planning
Entireti has unveiled the new name for the AMP financial advice businesses that it acquired last year....
Financial planning
Wealth advisory firm JBWere has hired two individuals from Perpetual, focused on high-net-worth advisory clients....
Financial planning
Financial advice businesses are being urged to create an information memorandum for their practices to ensure they are “sale-ready” at all times amid the current opportun...
Financial planning
The financial advice market remains very fragmented compared to other industries, according to Count chief executive Hugh Humphrey, and licensees need deep pockets if the...
Financial planning
A global investment manager with more than $676 billion in AUM has announced a $345 million debt investment into Oaktree Capital-backed AZ NGA....
Financial planning
The Federal Court has frozen the assets of two individuals, Ferras Merhi and Osama Saad, for their connections to the troubled Shield Master Fund. ...
Financial planning
The Finance Union Sector has criticised AMP’s decision to move jobs offshore and questioned “what they will strip away next” in the ongoing business simplification. ...
Financial planning
Count is looking to adviser recruitment, acquisition of financial planning fee parcels, and cross-selling to accounting clients to improve its financial planning revenue ...
Financial planning
The Perth-based wealth management firm has formed a strategic partnership with an accounting business in Brisbane, signifying its expansion into Australia’s east coast....
Financial planning
Iress chief executive Marcus Price has shared how he is seeing “massive tailwinds” in financial advice in Australia, with the firm turning its attention to digital advice...
Financial planning
Licensee Centrepoint Alliance has shared its first half FY25 results with strong performance coming from the acquisition of Financial Advice Matters....
Financial planning
Insignia Financial chief executive Scott Hartley has detailed whether the firm will be selecting an exclusive bidder for the second phase of due diligence as it awaits re...
Financial planning
Former financial adviser Bradley Grimm has lost his appeal to have his sentence overturned in the Supreme Court of Victoria after judges ruled the conditions were “lenien...
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Podcast
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...