LICENSEES

Financial planning

Nearly 30 financial advisers have joined a new AFSL, with the majority coming from ex-AMP licensee Charter Financial Planning, which is now owned by Entireti....

Financial planning

The proportion of advisers working at a privately owned licensee rose to 78 per cent in the fourth quarter of 2024 as over 1,000 advisers left a diversified firm. ...

Financial planning

Assured Support explores five tips to help financial advisers embed compliance into the heart of their business, with 2025 set to see further regulatory change....

Financial planning

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

Financial planning

The potential $2.7 billion bid for Insignia from US private equity player Bain Capital could be hard for shareholders to resist and would “open the floodgates” for US fir...

Financial planning

Wealth Data has shared an updated ranking of the five largest Australian financial advice licensees, with just 59 advisers separating the firms in the lower half of the t...

Financial planning

Entireti chief executive Neil Younger has shared the responsibility and privilege he feels as the head of Australia’s largest advice licensee, and how he aims to prevent ...

Financial planning

There could be changes ahead for how ASIC requires licensees to handle conflicts of interest as the corporate regulator announces it will be meeting key stakeholders next...

Financial planning

With licensees such as Insignia looking to AI for advice efficiencies, they are being urged to write clear AI policies as soon as possible to prevent a “Wild West” of pro...

Financial planning

Sequoia has shared its strategic initiatives for FY25, including organically increasing its licensee market share and restructuring its specialist investment arm....

Financial planning

Fiducian Group has appointed its next general manager of superannuation to lead its flagship super offering following the retirement of Ross Martin....

Financial planning

Centrepoint Alliance says it is “just getting started” as it looks to drive growth via expanding all three streams of advisers within the business....

Financial planning

ASIC chair Joe Longo says the complexity of the reportable situations regime for AFSLs is impeding the ability of the regime to achieve its original aim of identifying no...

Financial planning

In a time of constant adviser movements, one licensee has managed to stay “steady on their skates” over the years to sit jointly with AMP Financial Planning in having the...

Financial planning

The third quarter of 2024 saw the first positive increase in adviser numbers for 12 months, according to the latest quarterly Musical Chairs report, with new entrants ove...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

1 week 4 days ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 weeks 1 day ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

2 months 2 weeks ago

The corporate regulator has named its new chief executive, who is set to replace retiring interim CEO Greg Yanco in March....

4 weeks 1 day ago

AMP is to launch a digital advice service to provide retirement advice to members of its AMP Super Fund, in partnership with Bravura Solutions. ...

1 week ago

New York-based firm CC Capital has bumped up its offer to stay ahead of rival bidder Bain Capital....

4 weeks ago