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LICENSEES
Financial planning
Money Management crunches the numbers on ASIC’s data on Australian financial services licence approvals and how it compares over the last three years....
Financial planning
The firm’s licensee services business was a “standout” despite weaker results in FY23, says CEO Garry Crole, with attracting existing advisers a key focus in this financi...
Financial planning
Looking at changes in adviser numbers since H2 2021 in terms of appointments and resignations, research reveals just two licensee groups report a net positive change....
Financial planning
Insignia CEO, Renato Mota, has told Money Management why the firm’s new partnership model will free up the firm’s time to work with super fund members....
Financial planning
Insignia is to launch a partnership ownership model for self-employed licensees within months, known as Advice Services Co, as it seeks to become Australia’s largest advi...
Financial planning
Financial advice licensees account for two-thirds of firms which have implemented remediation in the past 12 months, according to research....
Financial planning
EXCLUSIVE Easing regulation has made it easier to be a licensee but Diverger is still in talks to see how it can grow its scale, according to chief executive, Nathan Jaco...
Financial planning
Adviser numbers saw a quarterly rise for the first time in five years, according to the latest Musical Chairs report from Adviser Ratings....
Financial planning
The overall number of licensees has fallen by 15 per cent since January 2021, according to Wealth Data, but those focused solely on holistic advice have seen positive gro...
Financial planning
With ASIC proactively reviewing its financial advisers register, further bans on individuals and rising conflicts of interest among small licensees could be likely, accor...
Financial planning
The strategic acquisition would add over 100 advisers to its national community and bolster CountPlus’ wealth segment....
Financial planning
The adviser market seemed to be stabilising for the first time in many years, with no new licensees commencing or closing in the week to 2 March. ...
Financial planning
Adviser losses have dramatically slowed this year compared to the start of 2022 when there was a net loss of more than 1,700 advisers. ...
Financial planning
There has been the highest number of provisional advisers joining the industry since September with double-digit advisers joining following the results of the November ad...
Financial planning
Questions have been raised why reporting by other licensees was excluded from the regulator’s first breach publication and whether it is taking place....
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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...