GODFREY PEMBROKE

Financial planning

Three months since Godfrey Pembroke officially exited Insignia Financial’s institutional AFSL, Money Management speaks with CEO Mark Fisher on his path to becoming an adv...

Financial planning

Godfrey Pembroke Group has reappointed Lonsec as its research and investment consultant partner, while the licensee transitions out of Insignia Financial’s institutional ...

Financial planning

With its acquisition of MLC Wealth, IOOF now has around 1,500 authorised representatives surpassing AMP’s 1,443. ...

Financial planning

Count Financial continues to be active in recruiting advice firms from both the MLC and IOOF licenses....

Financial planning

GWM Adviser Services topped the list in terms of the biggest net losses for adviser roles this week after another 12 were slashed, according to data from HFS Consulting....

Financial planning

A number of Godfrey Pembroke firms may be moving as a group to the new IOOF licenses but another significant firm has chosen to go its own way by joining Count Financial....

Financial planning

A majority of Godfrey Pembroke advisers have signalled they will be signing up to a new Godfrey Pembroke-branded license under IOOF but around 25% appear to have made alt...

Features

There is no lack of competition between licensees to attract good financial planning businesses, but Mike Taylor writes, the days of the deep pockets of the big banks are...

Financial planning

In a significant shift amid the transition of advice firms from MLC Wealth to IOOF a key Godfrey Pembroke firm, Ascent Private Wealth has opted to break ranks and move to...

Financial planning

The recent changes to MLC’s financial planning licensee arrangements have persuaded some advisers to look at their options....

Financial planning

Sydney-based Stanford Brown has announced the acquisition of Godfrey Pembroke advice firm, World Square Financial Services....

Financial planning

Perth-based financial adviser, Lawrence O’Neill, has been banned from providing financial services for four years as he failed to comply with financial services laws....

Financial planning

MLC Wealth has confirmed changes to its advice business as part of the firm’s separation from NAB Group. ...

People & Products

Netwealth and MLC Wealth subsidiary, Godfrey Pembroke Limited, have announced a new partnership....

People & Products

Wealth advisory firm, Scholten Collins McKissock has obtained its own Australian Financial Services License under a licensee partnership model launched with Godfrey Pembr...

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 week 3 days ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

1 month ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

1 month 1 week ago

AMP has settled on two court proceedings: one class action which affected superannuation members and a second regarding insurer policies. ...

3 days 10 hours ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

1 week 6 days ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

2 weeks 6 days ago
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