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INDUSTRY NEWS
Sequoia Financial Group has announced it is selling off its Informed Investor subsidiary which it acquired in April 2022....
INDUSTRY NEWS
Wealth Data has examined which advice business model has seen the most growth since the start of the year including those that offer holistic advice....
INDUSTRY NEWS
Research conducted by Elixir Consulting and Lonsec has quantified the efficiency gains of using managed accounts in financial advice practices in hours per week saved....
INDUSTRY NEWS
With only one-quarter of advice practices actively seeking feedback from clients, the Financial Advice Association Australia has emphasised why this is a critical tool fo...
INDUSTRY NEWS
As the government announces a public inquiry into the collapse of Dixon Advisory, risk adviser Richard Silberman has detailed the three areas that typically lead to an AF...
INDUSTRY NEWS
With a growing number of advisers now running their own business, they need to pivot their career identity to being a business owner rather than just as a financial advis...
INDUSTRY NEWS
Zenith Investment Partners has launched a range of new managed account portfolios over the past quarter, including on Insignia Financial’s Expand platform....
INDUSTRY NEWS
The financial services technology firm has officially launched its digital advice and education solution for superannuation funds and other industry players....
INDUSTRY NEWS
VBP consultant Sue Viskovic has warned advisers thinking of going self-licensed that they need to act “from a business head, not an adviser head” when it comes to scaling...
INDUSTRY NEWS
An inquiry is due to probe the collapse of Dixon Advisory and its impact on the Compensation Scheme of Last Resort....
INDUSTRY NEWS
A report has highlighted a growing appetite among high-net-worth individuals for private market investments, creating a significant opportunity for advisers....
INDUSTRY NEWS
The two firms have announced a new online development program to support career changers, advice support staff and university graduates in joining the financial advice pr...
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Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...
So we are now underwriting criminal scams?...