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Insignia's managed account FUM swells

STAFF WRITER  |  MONDAY, 23 OCT 2023
Insignia Financial's managed accounts solutions have grown by about 42% in the past 12 months.

ASIC updates breach reporting rules

KARREN VERGARA  |  FRIDAY, 20 OCT 2023
ASIC is making changes to its reportable situations regime, which includes extending the reporting deadline for some breaches.

Fidelity finds key barriers in Australian estate planning

ANDREW MCKEAN  |  WEDNESDAY, 18 OCT 2023
A Fidelity International report shows that although most Australians feel obligated to share their wealth with future generations, a mere one in 10 have prepared a comprehensive estate plan.

New advice firm hits Melbourne

CHLOE WALKER  |  WEDNESDAY, 18 OCT 2023
Launching in late October, Source Wealth will provide flexible, goals-based advice backed by technology.

HUB24 launches investment options

KARREN VERGARA  |  TUESDAY, 17 OCT 2023
HUB24 is unveiling several enhancements to its platform, including the launch of new investment options targeting accumulators and retirees.

PSK acquires Perth-based advice group

CASSANDRA BALDINI  |  TUESDAY, 17 OCT 2023
PSK Private Wealth is expanding into Perth with the acquisition of Sage Financial Group.

Escala loses bid to restrain former executives

KARREN VERGARA  |  FRIDAY, 13 OCT 2023
Escala Partners failed in its bid to restrain two former senior executives who moved to LGT Crestone Wealth Management from working in financial services and soliciting clients.

FAAA names inaugural awards finalists

CASSANDRA BALDINI  |  WEDNESDAY, 11 OCT 2023
The Financial Advice Association Australia (FAAA) has announced the 2023 finalists for its suite of awards, to be presented at its annual Professionals Congress in November.

Vale Tony Bongiorno

KARREN VERGARA  |  TUESDAY, 10 OCT 2023
Tony Bongiorno, a veteran of the financial advice industry and founding partner of the Bongiorno Group, passed away on October 6.

Vista acquires second practice

KARREN VERGARA  |  MONDAY, 9 OCT 2023
Vista Financial Group has made its second acquisition this year as it eyes strengthening its presence in Melbourne.