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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 ...
INDUSTRY NEWS
DASH Technology Group has announced a suite of enhancements for its core platform technology to better support advisers and the growing wholesale investment market....
INDUSTRY NEWS
MLC Asset Management has reduced management fees on its MLC MultiSeries portfolios as advisers seek streamlined multi-asset investment solutions....
INDUSTRY NEWS
One advice licensee has been identified as a leader in gains for the new financial year, having gained 16 advisers over the last four weeks, while two others have also se...
INDUSTRY NEWS
Ascalon Capital has continued its raid of research houses with three appointments from Zenith, Evidentia and Lonsec, while Drummond Capital Partners has appointed a head ...
INDUSTRY NEWS
ASIC has banned another two former financial advisers of MWL Financial Services of making inappropriate advice to clients regarding the Shield Master fund, following two ...
INDUSTRY NEWS
Two surveys from CoreData and Vanguard have shared the level of trust the Australian public has in financial advisers, and how it has changed since the Hayne royal commis...
INDUSTRY NEWS
While the acquisition of Insignia by CC Capital will help the business, Morningstar believes customer and adviser loyalty will be key as to whether it can regain its pre-...
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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...