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Financial planning
Two industry professionals have shared lessons for self-licensed firms amid the debate over scaling up a financial advice business....
Financial planning
Count has appointed Leah Hitchings in a newly created role of group head of brand and experience as the licensee looks to grow market share....
Financial planning
Advice licensee Sequoia has revealed the outcome of its extraordinary general meeting where a group of shareholders sought to remove chief executive Garry Crole. ...
Financial planning
Three advisers share their experience and guidance when stepping up from an associate role to a provisional financial adviser, including the responsibility of managing th...
Financial planning
AMP chief executive, Alexis George, has shared how she has rebuilt the company since taking over the role three years ago and regained trust in the brand. ...
Financial planning
Fiducian’s Auxilium platform has been identified as a strong capability and growth opportunity at the firm, having recently opened up to external advisers for the first t...
Financial planning
Only two of the listed financial advice licensees have seen growth in their share price over the past year, half the volume in December 2023....
Financial planning
Centrepoint Alliance has the opportunity to sneak up from behind while the three major licensees are distracted as chief executive John Shuttleworth tells Money Managemen...
Financial planning
Insignia’s advice reorganisation could solidify its reputation as Morningstar warns the firm’s brand integrity and profitability are at risk from declining adviser number...
Financial planning
A new financial advice business, licensed by Centrepoint Alliance, has recently commenced operations servicing HNW clients including retiring Baby Boomers and single wome...
Financial planning
Clime has entered into a heads of agreement to divest Madison Financial Group to a rival licensee for $2 million....
Financial planning
With Fortnum Private Wealth and Professional Financial Services now unified under the Entireti umbrella company, CEO Neil Younger has detailed to Money Management the fir...
Financial planning
Centrepoint Alliance has upgraded its expected financial results for FY24, thanks to strong adviser recruitment and the acquisition of Queensland advice firm Financial Ad...
Financial planning
Proposed legislative changes to safe harbour duty could result in advisers having reduced professional indemnity costs, a joint submission by seven major licensees said....
Financial planning
With 66 per cent of newly established advice licensees being sole advisers, what are the risks and legal ramifications to consider when taking the plunge into self-licens...
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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...