Jasmine Siljic

Viridian Advisory's Brett Arnol has detailed how the firm is fostering the next generation of advisers through its Professional Year (PY) program.

lgt crestone CBA merger and acquisition LGT Crestone has signed an agreement to acquire Commonwealth Bank of Australia's (CBA) personal advice business, Commonwealth Private Advice.

M&A merger and acquisition financial advice Evalesco Financial Services and Principal Edge Financial Services are set to join forces to create a “stronger, more resilient” advice offering.

professional year retention Count Financial viridian At Count and Viridian Advisory, providing a structured career pathway for Professional Year candidates (PY) is critical to ensure greater retention of new entrants.

AMP has announced three senior appointments in its North leadership team to drive forward its strategy and transformation plans.

Just one of the nearly 50 systemic issues reported by AFCA to regulators in the second half of FY24 related to investments and advice, a report has uncovered.

With nearly one-third of financial advisers utilising Australian Ethical's investment options, expanding its advised channels remains a key focus for the firm.

lgt crestone CBA commonwealth bank private markets Amid the investor shift towards private assets, LGT Crestone believes it was chosen to acquire Commonwealth Private Advice due to its strong private market capability.

Just one day after Selfwealth received an acquisition bid from Bell Financial Group, it has now seen a second non-binding indicative proposal from another company.

The financial advice profession has lifted back above the 15,500 mark this week thanks to a double-digit rise in adviser numbers.