Court details mental turmoil of AMP BOLR objectors; New entrant targets M&A in advisory and fund management markets

A former AMP adviser told the Federal Court how they are scared to turn off their phone after a fellow class action member attempted suicide as Justice McElwaine said the 92 objections “weighed heavily” on his mind.

The acquisition of Informed Investor from Sequoia by Powerhouse Ventures is the first step in the firm’s new strategic process to enter into the financial advisory and fund management space.

PPS Mutual rated Best Retail Insurer of the Year & highest Net Promoter Score (NPS) in the industry. Reflecting the benefits of the mutual model, its adviser support, service standards and product offering.

While hiring new staff in a financial advice practice inevitably incurs expenses, Striver’s Alisdair Barr says the greater business cost can come from losing the skills of a valuable team member.

Providence Wealth Advisory Group has appointed a new chief investment officer, a dedicated position after the role was previously held by its CEO.

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Sequoia Financial Group has announced it is selling off its Informed Investor subsidiary that it acquired in April 2022.

Challenger director Matthew Michelini has stepped down from the board with immediate effect in light of Apollo reducing its stake in the business.

With business owners very rarely planning their exit from the advice practice in advance, three experts underscore why succession planning is critical for long-term success.