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| | | ... service licence (AFSL) following its failure to comply with licensee obligation. ASIC revoked the AFSL of Next Generation Advice (in liquidation) (Next Gen) after the Queensland Supreme Court ordered the company be wound up on August 23. ASIC specified ... |
| | | | The $3.5 trillion wealth transfer will be Australia's biggest economic event over the next 20 years, according to AMP Advice national lead Anjuum Siingh, who chaired a panel of financial advisers at the Financial Standard Retirement Income Forum today. ... |
| | | | ... motion a chain reaction over the next 10, 20 and even 30 years as many Australians remain priced-out of getting the right advice to secure their financial future and look after their loved ones," CALI chief executive Christine Cupitt said. "Without these ... |
| | | | Financial advice firms with 51 to 100 advisers are the fastest-growing cohort in the past year, new Rainmaker Information research shows. This group saw adviser numbers increase in aggregate by 8% in the 12 months to September. Conversely, groups with ... |
| | | | ... (AFSL) of timeshare company Ultiqa Lifestyle Promotions, which has been in trouble in the past for providing bad financial advice. Ultiqa's failure to pay an Australian Financial Complaints Authority (AFCA) determination on June 28 led to the cancellation ... |
| | | | ... and anticipates publishing the FY24 data early next year. This data will include detailed categories like administration, advice, member services, marketing, trustee board remuneration, travel and entertainment, and other overheads. It will also publish ... |
| | | | ... planning, competitive analysis, and business development. He is also currently the national deputy chair of the Financial Advice Association Australia's Gen Next community. He brings over a decade of experience to the role. Most recently, he was ... |
| | | | ... direction, there is still a significant amount of opportunity to increase our penetration with both existing and new financial advice firms." GDG also confirmed it has completed the acquisition of the remaining interest in Lonsec on August 1, following ... |
| | | | ... business owners, investors, families, and high net-worth individuals. Established in 1981, Perks provides their clients with advice across business advisory, wealth management, audit, finance, superannuation, HR consulting and recruitment. |
| | | | ... independent advisers, which helped drive the positive update. George also provided an update on the group's divestment of its advice business. AMP announced back in August that it would sell its advice licensees and support services business to Entireti ... |
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