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INDUSTRY NEWS
Zenith Investment Partners has appointed a Brisbane-based business development manager, who previously led Fitzpatrick Private Wealth Partners as a director and senior ad...
INDUSTRY NEWS
Praemium has said it is open to investing in artificial intelligence “in a big way” as it believes it can transform the business and details how it is already being used ...
INDUSTRY NEWS
Sequoia has shared its strategic initiatives for FY25, including organically increasing its licensee market share and restructuring its specialist investment arm....
INDUSTRY NEWS
In an environment of M&A, CA ANZ has stated any company looking to acquire an advice firm should be prepared to bear responsibility for any compensation to aggrieved clie...
INDUSTRY NEWS
Market research firm, Agile Market Intelligence, has announced a new initiative to provide financial advisers with visibility over popular and fast-growing managed funds ...
INDUSTRY NEWS
The strategic partnership with Oaktree Capital and AZ NGA is likely to pave the way for overseas players looking to enter the Australian financial advice market, accordin...
INDUSTRY NEWS
ASIC has cancelled a Sydney AFSL for failing to pay a $64,000 AFCA determination related to inappropriate advice, which then had to be paid by the CSLR. ...
INDUSTRY NEWS
Increasing revenue per client is a strategic priority for over half of financial advice businesses, a new report has found, with documented processes being a key way to a...
INDUSTRY NEWS
The education provider has encouraged all financial advisers to avoid a “last-minute scramble” in meeting education requirements prior to the 31 December 2025 deadline....
INDUSTRY NEWS
A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...
INDUSTRY NEWS
Fiducian Group has appointed its next general manager of superannuation to lead its flagship super offering following the retirement of Ross Martin....
INDUSTRY NEWS
Centrepoint Alliance has hired a head of distribution for platforms and investment management as its new IconiQ platform goes live. ...
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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...