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INDUSTRY NEWS
Ironbark Investment Partners has acquired a Sydney-based family office business as it looks to double down on the delivery of high-net-worth advice....
INDUSTRY NEWS
Two-thirds of Australians would like to see legislative change to enhance the accessibility of financial advice, according to CFS, with those aged 40–49 being the most ea...
INDUSTRY NEWS
Wealth manager LGT Crestone has successfully completed its acquisition of Commonwealth Bank’s high-net-worth financial advisory business, bringing across some $5 billion ...
INDUSTRY NEWS
High-performing advice firms in Australia have a strong client conversion rate, according to Dimensional, and work quicker than global peers to onboard them and begin gen...
INDUSTRY NEWS
BT’s technical team has unveiled the top five topics shaping financial adviser conversations for the March quarter, ranging from regulatory changes to taxation issues....
INDUSTRY NEWS
Attempts to simplify advice documentation are unlikely to succeed unless advisers are confident they can produce shorter documents without fear of regulatory penalisation...
INDUSTRY NEWS
Self-licensing specialist My Dealer Services has argued the only way to improve numbers in the financial advice sector is to further slash red tape, which is preventing a...
INDUSTRY NEWS
According to Adviser Ratings, financial advice firms must ensure they think strategically about the use of offshore or third-party operations rather than just consider th...
INDUSTRY NEWS
With only one month to go until the end of the financial year, are current adviser numbers on track to report a gain for 2024–25?...
INDUSTRY NEWS
A record proportion of women have been appointed to ASX 200 boards in the March quarter, according to the latest Financy Women's Index....
INDUSTRY NEWS
Sydney wealth management firm Altus Financial has appointed a head of risk as the business strengthens its provision of risk advice....
INDUSTRY NEWS
A panel of ESG experts are urging advisers to lean on specialists to stay informed in a time of widespread misinformation and consider if they are right adviser to deal w...
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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...