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A one-page overview would be better at engaging clients with advice and to demonstrate how the advice is helping clients achieve peace of mind....
The cost to sit the financial adviser exam will be higher than initial estimates as it moves to being run by the corporate regulator and any Standard 3 amendment responsi...
Margaret Cole says the pressure on trustees from the 2021 Choice Heatmap will lead to the removal of weaker performing products and drive better returns and transparency ...
The Financial Services and Credit Panel now has its own statutory functions and powers, while tax financial advisers have new requirements. ...
The Australian Securities and Investments Commission ended 2021 with a raft of fines, bannings, licence cancellations, and a bankruptcy notice....
The selling price of financial planning businesses has increased for the first time in 13 years with demand for older clients and complete licensee groups of 50 to 200 au...
Multi-boutique asset management firm, Pacific Current Group, has acquired a 35% stake in the US-based private equity real estate firm, Banner Oak Capital Partners....
The Government has released the consultation draft of the super co-contribution regulations....
The fund would invest in 30 companies which it felt were benefiting from positive change in sustainable areas such as carbon reduction. ...
Praemium has sold its international operations in the United Kingdom, Jersey, Hong Kong and Dubai to Morningstar for $65.1 million....
The Association of Financial Advisers chief executive, Helen Morgan-Banda, has stepped down from her role after five months and Phil Anderson has been appointed as the as...
The financial advice industry is finishing the year with a loss of 2,189 advisers, however the worst is yet to come, according to Wealth Data....
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Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...
So we are now underwriting criminal scams?...