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For financial advisers looking to outsource their investment decision-making, selecting the right investment provider means prioritising cultural alignment and scalabilit...
INDUSTRY NEWS
Financial advice group AZ NGA is reportedly in “exclusive negotiations” with US asset manager Oaktree Capital about the firm coming on board as a possible growth partner....
INDUSTRY NEWS
There is less than a week to go before ASIC commences a compliance program on 1 August to ensure licensees have correct FAR records, and enforcement action is possible if...
INDUSTRY NEWS
A NSW-based adviser has been banned from providing financial services for five years for inappropriate advice and the AFSL of his business has been cancelled by ASIC....
INDUSTRY NEWS
The introduction of Rhombus Advisory has caused a shift in the top advice licensees as Insignia separates its advice business into two channels....
INDUSTRY NEWS
Given the clear divergence between the cost of financial advice and clients’ willingness to pay, two experts explore how advisers can transform the way they convey value ...
INDUSTRY NEWS
Nearly 18 months since Invest Blue adopted its nine-day fortnight structure to support employee wellbeing, the national advice firm has enjoyed positive results across al...
INDUSTRY NEWS
A new report has forecast how adviser numbers would look in five years’ time and the rate of expected annual growth....
INDUSTRY NEWS
Money Management is now accepting nominations and submissions for the Women in Finance Awards, to be held in November 2024....
INDUSTRY NEWS
Insignia Financial has proposed slashing staff redundancy pay arrangements by 58 weeks, potentially making it one of the lowest in the industry. ...
INDUSTRY NEWS
Financial advisory group Providence Wealth South Australia has promoted its co-founder to the role of director to help steer the future direction of the business....
INDUSTRY NEWS
The FAAA’s Phil Anderson has written an open letter calling for a public inquiry to uncover why the case of Dixon Advisory has been so closely guarded given the high volu...
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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...