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Insignia Financial has reported a statutory net loss after tax of $17 million in its first half results, although the firm has noted cost optimisation means this is an im...
With alternative funds being described as “impossible” for fund managers to target towards advisers without the support of BDMs for education, Money Management explores t...
With email being the most-commonly used method of adviser communication with their clients, sharing sensitive documents can come with risk of cybercrime, writes Greg Hans...
Former financial adviser Bradley Grimm has lost his appeal to have his sentence overturned in the Supreme Court of Victoria after judges ruled the conditions were “lenien...
Following ASIC’s report into AFSLs’ adoption of AI last year, two DASH executives have urged financial advice practices to consider AI within their risk governance framew...
Merlon Capital Partners has made multiple appointments to its business, including the former chief executive of AMP and two investment specialists from Platinum Asset Man...
With SMAs and MDAs being “the most powerful strategy” advisers can employ in their business, this CEO examines why the latter offers a sweet spot between efficiency and c...
Clime Investment Management has appointed a portfolio manager on its Clime International Fund, who transitions from his role as a private bank financial adviser....
Macquarie Asset Management has unveiled two new fixed income ETFs, strengthening the firm’s global active ETF platform that launched in 2023....
Compensation claims regarding United Global Capital may be a “much bigger issue” than Dixon Advisory this year, the FAAA has said, but Dixon will be back on the agenda fo...
The corporate regulator has proposed additional relief for AFSLs under the reportable situations regime, with the FSC welcoming the changes to an “excessively burdensome”...
HUB24 has seen record net inflows of $9.5 billion for the first half of FY25, driven by new advisers joining the platform and favourable market conditions....
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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?...