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LICENSEES
Financial planning
With an increase of 25 advisers since the start of the year, Wealth Data has identified the licensee seeing the largest organic adviser growth. ...
Financial planning
Looking at which licensees are seeing the fastest growth over the six months, Wealth Data says there are three firms that stand out amid falling numbers....
Financial planning
After initial strong growth in the first few weeks of the year, there have now been five consecutive weeks of decline or no growth in adviser numbers, according to Wealth...
Financial planning
Morningstar is going to offer research ratings of funds in the $3.5 trillion superannuation sector for the first time in response to demand from financial advisers....
Financial planning
Business and practice development managers believe they are stretched too thin in working with high volumes of financial advisers and are dissatisfied with their roles an...
Financial planning
The Federal Court has ruled financial advice licensee RM Capital failed to take reasonable steps to prevent its authorised representative from accepting conflicted remune...
Financial planning
Centrepoint Alliance has shared details on the progress of fees for no service remediation, having conducted an assessment of its employed and self-employed advisers. ...
Financial planning
As NextGen sees its Australian financial services licence cancelled by ASIC, Money Management tracks how an AFCA complaint led to the firm falling into liquidation. ...
Financial planning
Only three out of the 10 largest advice licensees have seen net growth in their financial adviser numbers since the beginning of the 2024 financial year, according to Wea...
Financial planning
Centrepoint Alliance has reported a 63 per cent NPAT growth for 1H24 and is looking to its existing licensee network to enact their own acquisitions as they look for succ...
Financial planning
ASIC has shared findings on the role of advice licensees in the oversight of superannuation fund performance, highlighting their approved product lists and use of researc...
Financial planning
With Count’s acquisition of Diverger set to complete on 1 March, the firm will overtake Insignia Financial as the second-largest financial advice licensee in Australia....
Financial planning
Sequoia chief executive, Garry Crole, has ruled out acquiring another licensee to grow its numbers and instead hopes to benefit from advisers switching licensees. ...
Financial planning
Sequoia has reported an “abnormally high” NPAT increase of more than 4,000 per cent on the previous year, while reporting strong tailwinds for its licensee division and a...
Financial planning
ASIC has issued a warning to advisers and their licensees after identifying deficiencies in their oversight of Choice super performance....
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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...