Kristie Joyce
News by this author
04 May
According to one researcher, every Australian financial planner uses about 2.5 platforms in their practice. Platforms were originally set up to provide the back-office su...
04 May
Nothing much has changed in the platform market during the past 12 months. The bigger platforms have got bigger, and there has been some rationalisation at the bottom end...
04 May
No platform provider is now without the ‘baby’ or ‘lite’ version of the full service wrap. In most cases, these ‘lite’ platforms have attracted substantial inflows withou...
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Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...
1 week 5 days ago
ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...
4 days 5 hours ago
ASIC has banned a former NSW adviser from providing advice for 10 years for investing at least $14.8 million into a cryptocurrency-based scam. ...
5 days 8 hours ago
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So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...