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MM Weekender
20 Jul 2024
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Latest News
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Financial planning
Seeking advisers leaving the large licensee
rat race

A national financial advice firm is targeting advisers looking to leave large licensees and providing them with tools and financial backing to run their own business.

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Financial planning
When is a disclaimer not a disclaimer?

The decision to convict an NSW individual this week for unlicensed financial advice hinged on the use of disclaimers in a PowerPoint presentation.

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Superannuation
Are you with Australia’s best growth superannuation fund of FY24?

Analysis by Chant West of the annual performance of growth superannuation funds has uncovered which ones see the best performance.

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Financial planning
Which licensees led adviser growth and losses in FY24?

With the previous financial year behind us, Wealth Data has unveiled the top 10 financial advice licensees in terms of adviser gains and declines over the 12-month period.

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Financial planning
Former Qld adviser permanently banned

A former Queensland-based financial adviser has been permanently banned by ASIC from providing financial services.

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