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Financial Planning

WA financial planning firm acquired by US insurance broker

MATTHEW WAI  |  MONDAY, 13 JAN 2025
Global insurance broker Arthur J. Gallagher & Co has acquired Western Australia-based Wealth Management Partners (WMP), with the entire WMP team to remain under Arthur J. Gallagher's direction moving forward.

Adviser number growth shoots?

ANDREW MCKEAN  |  FRIDAY, 10 JAN 2025
The number of advisers that have exited the industry over the past four or five years appears to have plateaued, albeit another decline in 2023, last year's figures suggest that the losses have stabilised, according to Rainmaker Information's 2024: The ...

Morgans Financial crowned largest licensee

KARREN VERGARA  |  WEDNESDAY, 8 JAN 2025
Morgans Financial has toppled AMP Financial Planning (AMP FP) to become the licensee with the largest number of financial advisers.

Invest Blue expands offering with new acquisition

ELIZA BAVIN  |  TUESDAY, 17 DEC 2024
The advice firm has acquired a wealth protection and estate planning provider.

FSCP reprimands two advisers for sloppy tax advice

KARREN VERGARA  |  MONDAY, 16 DEC 2024
The Financial Services and Credit Panel (FSCP) reprimanded two financial advisers who each failed to provide a thorough assessment of their clients' tax liabilities.

Three universities ditch financial planning courses

KARREN VERGARA  |  FRIDAY, 13 DEC 2024
Three major universities have pulled the plug on their financial planning courses due to the lack of student interest in a major blow for the profession as it struggles to attract new entrants.

FAAA slams 'underlying issues' in CSLR

ELIZA BAVIN  |  THURSDAY, 12 DEC 2024
The FAAA has made a submission to the Senate Economics Committee calling out underlying issues brought to the fore by the establishment of the CSLR.

Engage Financial launches practice management firm

ELIZA BAVIN  |  WEDNESDAY, 11 DEC 2024
Engage Financial has launched a new partner firm led by the former chief executive of Profile Financial Services.

Settlement reached in Caddick class action

ELIZA BAVIN  |  MONDAY, 9 DEC 2024
Lawyers leading the class action said they feel the settlement is a "great outcome" for the applicants.

South Australian financial adviser slapped with seven-year ban

ANDREW MCKEAN  |  FRIDAY, 6 DEC 2024
South Australian financial adviser Bruce Davis has been banned for seven years by ASIC.