LICENSEES

Financial planning

Critique Private Clients, a Sydney-based advisory business, has switched from an Insignia-owned licensee to Count’s Australian financial services licence network....

Financial planning

The number of financial advisers has stabilised above the 15,600 mark as 2023 comes to an end, while Wealth Data confirms AMP now leads as the largest licensee....

Features

2023 has been a year of mergers and acquisitions for licensees as firms take advantage of the improved landscape for financial advisers. ...

Financial planning

AMP has revitalised its Jigsaw Advice Solutions business to provide expanded add-on services to self-licensed financial advisers, ranging from AFSL setup to revenue manag...

Financial planning

Two advice licensees have lost more than 26 per cent in their share price since the start of 2023, while another has seen gains of 35 per cent. ...

Financial planning

With Insignia’s sale of Millennium3 expected to see 140 advisers moving over to WT Financial by mid-December, this could cause a shift in which licensee closes out the ye...

Financial planning

Money Management reviews the total number of financial advisers active with appointments or resignations throughout November, as Wealth Data reports another 75 changing l...

Financial planning

An emerging debate has looked at whether self-licensed firms should be differentiated by virtue of their scale compared to institutional licensees and dealer groups when ...

Financial planning

ASIC has indicated its disappointment that “little improvement” has been made on the reportable situation regime but financial advice breaches have declined over the year...

Financial planning

Advice licensees are opening faster than they are closing, and licensee owners with less than 20 advisers have grown by over 200 since the start of the year, new figures ...

Features

The number of profitable practices channelling their time, capital and resources into self-licensed ventures is on the rise, a trend which larger licensees are observing ...

Financial planning

The financial group has announced the acquisition of a Melbourne-based planning firm servicing Millennials, less than a year since acquiring Affinia-licensed Master Your ...

Financial planning

Following a 73 per cent pass rate in the August financial adviser exam, the highest since ASIC took over its administration, a high number of new entrants have joined the...

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...

 

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Ralph

How did the licensee not check this - they should be held to task over it. Obviously they are not making sure their sta...

2 days 8 hours ago
JOHN GILLIES

Faking exams and falsifying results..... Too stupid to comment on JG...

2 days 9 hours ago
PETER JOHNSTON- AIOFP

Must agree to disagree with you on this one Keith, with the Banks/Institutions largely out of advice now is the time to ...

2 days 9 hours ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 3 weeks ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months 1 week ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 3 weeks ago