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Showing 61 - 70 of 1220 results for "Licensees"

Winners named in annual IMAP Managed Account Awards

MATTHEW WAI  |  FRIDAY, 22 AUG 2025
... "Managed accounts have become one of the fastest growing parts of the advice profession because they provide advisers and licensees with a superior way of delivering better client outcomes that more closely align with client goals," Potter said. "We ...

Only half of advice practices report positive earnings: Investment Trends

MATTHEW WAI  |  WEDNESDAY, 20 AUG 2025
... other areas such as accountants and lawyers to broaden their services to better address client needs. Satisfaction with licensees has also rebounded soundly, with Net Promoter Scores (NPS) rising from +1% in 2024 to +11% in 2025. This has resulted in ...

ASIC calls out super 'leaders and laggards'

ELIZA BAVIN  |  THURSDAY, 14 AUG 2025
... requirements of the Covenant, she warned that many are falling short when it comes to servicing First Nations members. "RSE licensees failed to adequately consider their First Nations members in their communications. While some reported participating ...

Insignia offloads IOOF Alliances to Entireti

KARREN VERGARA  |  TUESDAY, 12 AUG 2025
... retained a 37% ownership. Rainmaker Information's assessment of the ASIC Financial Advisers Register shows that under licensees Shadforth, Bridges and Actuate, Insignia currently has 211 active financial advisers left. Marshall said Entireti stood ...

FAAA expands specialist education programs

MATTHEW WAI  |  THURSDAY, 7 AUG 2025
... and partnering with quality education providers to raise the standard of advice across the industry," Palmer said. "Licensees with advisers focusing on aged care or self-managed superannuation funds (SMSF) for example, often mandate further education ...

ASIC calls out trustees 'passing the buck' on super switching

KARREN VERGARA  |  THURSDAY, 31 JUL 2025
... regulators are investigating the entire ecosystem that propped up aggressive super-switching schemes, starting with advice licensees using lead generation services through to platforms that host the investment options. But it is superannuation trustees ...

HUB24 recruits Vanguard sales manager

MATTHEW WAI  |  THURSDAY, 31 JUL 2025
... forward to contributing to the next phase of growth and continuing to deliver exceptional outcomes for advisers and licensees." The platform is currently on track to overtake Insignia Financial as one of the largest platform operators, alongside Netwealth ...

Buyers demand HNW advice practices: Radar Results

KARREN VERGARA  |  TUESDAY, 29 JUL 2025
... recurring revenue are in high demand from acquirers, according to Radar Results. Buyers are also keen on institutional licensees and private wealth firms that have clients with more than $1 million in investible assets and demonstrate robust compliance ...

FSC explores if adviser licensing framework remains 'fit for purpose'

MATTHEW WAI  |  MONDAY, 28 JUL 2025
... questions on the future of advice licensing including changing the compositions of AFSLs, balancing accountability between licensees and advisers, and much more. The FSC is currently seeking consultation for the paper and the feedback collected will ...

ASIC sues Fortnum Private Wealth

KARREN VERGARA  |  TUESDAY, 22 JUL 2025
... cyber-attack." "ASIC has been highlighting the cybersecurity responsibilities of companies. Australian financial services licensees, in particular, hold a range of sensitive and confidential information," he said.