Small licensees account for third of advisers
28 March 2025The number of financial advice micro-licensees has been growing but they still only account for about a third of advisers.
The number of financial advice micro-licensees has been growing but they still only account for about a third of advisers.
The development of ‘advice platforms’ has been predicted as a means of advice groups driving better deals from fund managers and platforms.
Off the back of its newly announced revised business model, Infocus has appointed two executives to support its refreshed service offering.
Superannuation funds say they are concerned about the impact of the CSLR levy on financial advisers but don’t want to contribute to the cost.
The SMSF Association has pointed to the Govt’s failure to use the Budget to scotch policy around the taxation of unrealised capital gains.
HeirWealth has “natively integrated” Macquarie’s Wrap and Cash Management Accounts into its wealth registry platform.
ASIC budgeted over $90,000 to cater to around 82 of its executives as its annual Leadership Forum, up from the $81,000 it spent last year.
Infocus has detailed its newly revised national adviser business model, with a comprehensive retooling of its service offering for advice partners.
Over 400 advisers part of My Dealer Services’ network are set to receive quality technical support after securing a partnership with CFS.
The Financial Advice Association Australia (FAAA) has created a new senior role to support the peak body’s advocacy and policy activities.
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