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INDUSTRY NEWS
ClearView has said it expects to completely exit wealth management by the third quarter of FY25....
INDUSTRY NEWS
Centrepoint Alliance is optimistic of benefitting from licensee switching to grow organically and is set to boost funds under advice via a new investment platform in Octo...
INDUSTRY NEWS
Insignia reports a $185 million statutory net loss after tax in FY24 but sees revenue improve in its newly restructured advice division, thanks to higher value clients....
INDUSTRY NEWS
Financial advice practices with high profit margins charge annual client fees of $7,700 and keep their operational costs low, says Investment Trends’ Irene Guiamatsia....
INDUSTRY NEWS
As financial advisers balance competing business priorities, Business Health identifies four methods to foster strong client relationships....
INDUSTRY NEWS
After an adviser received a warning from the FSCP about their Record of Advice usage, when is the correct time for it to be used with clients?...
INDUSTRY NEWS
With small financial advice firms vulnerable to key person risk, there can be a tangible monetary cost to a practice’s value if the owner dies suddenly. ...
INDUSTRY NEWS
A risk-averse nature by licensees to alternative funds is prompting advisers to opt to carry out the investment selection themselves....
INDUSTRY NEWS
The platform race is “ours to lose”, says HUB24’s chief executive Andrew Alcock, as it reports a 62 per cent rise in annual platform net inflows in FY24. ...
INDUSTRY NEWS
A former strategy manager at suspended financial services business BBY has been sentenced for aiding and abetting dishonest conduct. ...
INDUSTRY NEWS
The difference between a Record of Advice and Statement of Advice is the crux of the FSCP’s latest determination against a relevant provider. ...
INDUSTRY NEWS
An executive at the Institute of Public Accountants has suggested that a discussion around the need for gender quotas in financial services may now be warranted....
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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...