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Sara Rich

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Centric Wealth has announced that it is merging its business with boutique firm InvestAhead....

A former Victorian insurance agent and broker has pleaded guilty to two counts of dishonesty following an investigation by the Australian Securities and Investments Commi...

The Australian Prudential Regulation Authority has amended its general insurance prudential framework to be consistent with the International Financial Reporting Standard...

With the growing popularity of Asian investments, ASrIA Hong Kong executive director Melissa Brown has warned investors to spend time on research before committing their ...

MSCI Barra, a provider of benchmark indices and risk management analytics products, is to launch a global family of indices designed to reflect the performance of the hig...

Financial services group First Capital has acquired the Oasis residential development and golf course lifestyle community in New Zealand for $NZ17.8 million ($A14.59 mill...

The Financial Planning Association has amended the level of experience it requires from its Certified Financial Planner candidates to better reflect that of a typical car...

Tribeca Learning’s acquisition of three independent real estate education businesses has secured the company’s nationwide reach in this state-based market....

The separation of Tower’s Australian and New Zealand operations is officially another step closer after the company’s bondholders approved an early repurchase of capital ...

MULTI-boutique manager Advance Asset Management has announced that its Advance Global Alpha Fund is now available on Macquarie Wrap and ING’s PortfolioOne....

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 week 2 days ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

1 month ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

1 month 1 week ago

AMP has settled on two court proceedings: one class action which affected superannuation members and a second regarding insurer policies. ...

2 days 9 hours ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

1 week 5 days ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

2 weeks 5 days ago