A Treasury consultation paper has questioned whether many financial advice businesses have the scale to safely handle client tax information.
Adviser numbers quietly turning positive
17 January 2025Financial adviser numbers have been quietly growing over the past six months but are still below the 15,500 mark.
Career public servant appointed as ASIC CEO
17 January 2025ASIC has turned to a career public servant as its new CEO, appointing 30-year ACCC veteran, Scott Gregson to succeed Greg Yanco.
Former Insignia licensee manager joins Encore Advisory
17 January 2025The former GM of an Insignia licensee, Brendan Johnson, has joined Encore Advisory Group as Advice Specialist and Business Coach.
Academic canvasses extending DDO to personal advice
16 January 2025Extending the DDO regime to cover personal financial advice and undertaking shadow shopping have been canvassed to address CSLR costs.
FAAA’s CSLR FOI quest gleans not much
16 January 2025The FAAA has expressed frustration with the Government after its efforts to pursue FOI around the CSLR have gleaned ‘virtually nothing’.
Wattle Partners, ASA secure membership deal
16 January 2025Wattle Partners has inked a deal with the ASA, in an effort to improve financial literacy and promote informed investment decisions.
Insignia chair’s legacy questions
14 January 2025The Insignia Financial chair who oversaw the acquisition of MLC Wealth and ANZ P&I must now navigate the firm through competing PE offers.
Sequoia refreshes media brands, appoints new division lead
14 January 2025Following a months-long “strategic review”, Sequoia Financial Group’s media brands have undergone a refresh and are also under new direction.
Bain Capital sweetens Insignia bid
13 January 2025Bain Capital has sweetened its bid for Insignia Financial lifting its offer by 7.5% from its original bid.