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INDUSTRY NEWS
Advisers at DOD Bookkeeping, which received an $11 million penalty last week, received as much as 40 per cent of their remuneration via a bonus when clients purchased a p...
INDUSTRY NEWS
Private wealth manager Escala Partners has launched an end-to-end investment platform to strengthen its alternatives capability as clients seek sophisticated vehicles. ...
INDUSTRY NEWS
Perpetual Wealth Management has hired two advisers from Ord Minnett as part of five hires, just weeks after the rival firm announced it had picked up six from Perpetual P...
INDUSTRY NEWS
ASIC has cancelled the AFSL of a Perth financial services firm following payments to its clients by the Compensation Scheme of Last Resort after a failed managed investme...
INDUSTRY NEWS
Independent investment manager Copia Investment Partners has appointed Adam Tweedale to its distribution team, working with advisers across Victoria, Western Australia, a...
INDUSTRY NEWS
Bravura chief executive Andrew Russell has announced he will be stepping down from the company, just under two years after his appointment. ...
INDUSTRY NEWS
Financial advice businesses with a younger, wealthier client base are enjoying higher valuations and increased attention from potential buyers than those with older clien...
INDUSTRY NEWS
A financial advice firm has been penalised $11 million in the Federal Court for providing ‘cookie cutter advice’ to its clients and breaching conflicted remuneration rule...
INDUSTRY NEWS
With the federal election just days away, how have adviser numbers changed over the last three years of the Labor government?...
INDUSTRY NEWS
The Financial Services and Credit Panel has made a decision regarding an adviser who failed to complete their continuing professional development. ...
INDUSTRY NEWS
The newly launched high-net-worth offering, Spectrum, has boosted funds under administration at platform Praemium, rising to $62.3 billion....
INDUSTRY NEWS
Insignia Financial has experienced total quarterly net outflows of $1.8 billion as a result of client rebalancing, while its multi-asset flows halved from the prior quart...
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So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...