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INDUSTRY NEWS
Colonial First State has reached $1 billion in funds under administration on its Edge platform, having launched last August. ...
INDUSTRY NEWS
A former financial adviser has been banned by ASIC from providing financial services for inappropriate advice, among multiple breaches....
INDUSTRY NEWS
ASIC has issued information for AFS licensees clarifying what they need to do if their adviser wishes to access the experience pathway....
INDUSTRY NEWS
Insights from Ensombl has ranked practice management as the most frequently discussed topic among financial advisers as many move away from a licensee to set up their own...
INDUSTRY NEWS
Vital Business Partner has launched a new coaching solution to assist financial advisers and business owners looking to grow their practices and drive efficiencies. ...
INDUSTRY NEWS
ASIC chair Joe Longo has told a Senate select committee that it has been running two pilot AI programs, including one to read public submissions....
INDUSTRY NEWS
The decision to scale up a small advice practice can be a difficult judgement call. Money Management speaks with two advisers on whether the potential gains outweigh the ...
INDUSTRY NEWS
The popularity of ETFs, which are approaching $200 billion in Australia, is a potential threat to the advice landscape if consumers opt to invest directly, according to t...
INDUSTRY NEWS
A former AMP financial adviser has urged advisers in the BOLR class action against AMP to object to the “unfair and unreasonable” $100 million settlement sum as the objec...
INDUSTRY NEWS
Two Victoria-based financial advice practices have merged and rebranded as Forbes Fava Saville Financial Planning, as the firm realises the benefits of added scale. ...
INDUSTRY NEWS
The Financial Services and Credit Panel has made its latest ruling over a case involving an incorrect Statement of Advice. ...
INDUSTRY NEWS
With Fortnum Private Wealth and Professional Financial Services now unified under the Entireti umbrella company, CEO Neil Younger has detailed to Money Management the fir...
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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?...