Fiducian launches Private Clients business
Publicly-listed financial planning group, Fiducian Group, has launched a new private client service aimed at high net worths.
GBST and Catalyst Advisers have announced a three-year partnership, providing GBST’s interactive online tools to Catalyst customers.
Adelaide adviser facing ASIC allegations
An Adelaide adviser is facing charges initiated by ASIC involving allegations of altering client documents and falsifying company books.
The board of Centrepoint Alliance has announced its willingness to enter into talks with Diverger over the latter’s takeover bid.
Amid signs of further licensee consolidation CountPlus has announced a share buy-back and higher profit expectations.
Life/risk advisers have another fight on their hands as the industry funds emerge to urge an immediate ban on life/risk commissions.
The desire for scale combined with solid and focused financial backing is driving Diverger’s bid to acquire Centrepoint Alliance.
Diverger moves on Centrepoint
Diverger has made a takeover bid for Centrepoint in a move which would add a third big player to the financial planning arena.
Professional indemnity insurance, licensing and APLs need to change if financial advisers are to provide advice around crypto-currency.
Are financial planning licensees dragging their feet when it comes to employing provisional advisers? The data suggest they are.
