Non-aligned advice firm appoints head of Melbourne office
Non-aligned Providence Wealth has appointed James Smith to the dual roles of senior investment adviser and head of the firm's...
Non-aligned Providence Wealth has appointed James Smith to the dual roles of senior investment adviser and head of the firm's...
AZ Next Generation Advisory (AZ NGA) has inked a deal to acquire Securitor-licensed Financial Lifestyle Partners (FLP), taking the group's...
ASIC has accepted enforceable undertakings (EUs) from two Queensland financial advisers following concerns being raised over their compliance with financial...
Centuria Life, the investment bonds division of Centuria Capital, has partnered with an accredited training provider to support the delivery...
Candidates wanting to enter the AMP Advisers Academy program will now need to hold a degree equivalent as part of...
Software provider Midwinter has signed an agreement with non-aligned dealer group Dover Financial Advisers for a pricing package of its...
BT has appointed two new senior product managers to its life insurance team, with both of them joining from CommInsure.
The Association of Independently Owned Financial Professionals (AIOFP) will look to help its members develop strategies to retain and attract...
The founder of a NAB-aligned dealer group has partnered with a former fund manager to launch a financial literacy website...
The big banks with their large planner armies are snaring swathes of retirees, leaving industry funds, with their comparatively smaller...
Congratulations on winning Holistic Adviser of Year QLD at the ifa awards, what do you think set you apart to win this...
They unlocked accessibility, slashed costs and opened up diversification across listed asset classes in a way that previously only institutions...
According to Iress and Deloitte’s The Big Lift report, despite decades of reforms, rising wealth, and an increasingly sophisticated advice...
What does innovation in the advice profession mean to you? The advice profession is going through significant change and challenge, and naturally...
