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INDUSTRY NEWS
Assistant Treasurer, Daniel Mulino, is keen to progress the second tranche of DBFO reforms, acknowledging it is hard for advisers to get the full picture of the legislati...
INDUSTRY NEWS
A professional year supervisor has been banned for five years after advice provided by his provisional relevant provider was deemed to be inappropriate, the first time th...
INDUSTRY NEWS
Global investment manager T. Rowe Price has launched its Global Structured Research Equity Strategy in Australia, enhancing investors’ access to the global equity market....
INDUSTRY NEWS
Pinnacle Investment Management has made a strategic investment in private capital investment firm FinCap to support a new managed accounts platform....
INDUSTRY NEWS
A former financial adviser has been charged over dishonest conduct, having allegedly encouraged individuals to acquire shares in his firm’s robotic trading technology, re...
INDUSTRY NEWS
The 2025 calendar year has already seen 18 advisers banned or disqualified by ASIC, and if this trend continues, the count could exceed the royal commission era record of...
INDUSTRY NEWS
FNZ has signed a five-year partnership with Microsoft to “transform wealth management” through technology and artificial intelligence, and create an improved adviser expe...
INDUSTRY NEWS
Fitzpatricks Financial Group chief executive Andrew Fairweather has taken over responsibility for the group’s private wealth subsidiary as its general manager of advice t...
INDUSTRY NEWS
Sequoia Financial Group non-executive director Charles Sweeney has stepped down from the board of the licensee after six years....
INDUSTRY NEWS
A new report from the Financial Services Council has detailed what advisers value the most from their licensee, as well as the time and cost savings from being part of an...
INDUSTRY NEWS
Receiving advice and guidance has been identified as a factor making up a successful retail investment system. Vanguard has shared policy recommendations to ensure greate...
INDUSTRY NEWS
The pressure is on for technology providers as Investment Trends’ latest industry report reveals advisers are consolidating their platform use, directing the majority of ...
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The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
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...