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ASIC has cancelled the AFSL of a Victorian asset manager, seven months after an officer of the company was charged with money laundering offences in an AFP investigation....
ASIC chair Joe Longo has told a Senate select committee that it has been running two pilot AI programs, including one to read public submissions....
The decision to scale up a small advice practice can be a difficult judgement call. Money Management speaks with two advisers on whether the potential gains outweigh the ...
The popularity of ETFs, which are approaching $200 billion in Australia, is a potential threat to the advice landscape if consumers opt to invest directly, according to t...
A former AMP financial adviser has urged advisers in the BOLR class action against AMP to object to the “unfair and unreasonable” $100 million settlement sum as the objec...
Two Victoria-based financial advice practices have merged and rebranded as Forbes Fava Saville Financial Planning, as the firm realises the benefits of added scale. ...
In this episode of Relative Return, host Laura Dew speaks with Russel Pillemer, chief executive of Pengana Capital Group, to discuss the opportunities in global private c...
GQG Partners has completed the acquisition of the minority interests held by Pacific Current Group in three affiliates which will form its new Private Capital Solutions d...
The wealth management firm has unveiled a new fund in partnership with PG3 AG and investment specialist Longreach Alternatives, describing the investment solution as an “...
Fidante affiliate NovaPort Capital has announced the closure of its small cap and microcap funds, citing expected declining flows....
The Financial Services and Credit Panel has made its latest ruling over a case involving an incorrect Statement of Advice. ...
With Fortnum Private Wealth and Professional Financial Services now unified under the Entireti umbrella company, CEO Neil Younger has detailed to Money Management the fir...
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adviser losses will be less severe in 2024, yes because there are next to none left. ...
What does he do after three years???.He sits FEW EXAMS GETS THEM RIGHT ONCE and he can apply again promising to be a go...
I have been making this advocation for more than 10 years, that banning a financial adviser like this is hopeless like a...