Banned Melbourne adviser sees order varied with jail threat

ASIC/adviser-ban/federal-court/

An alleged involvement with an insurance claims business has led the Federal Court to vary the orders of a banned adviser to add the threat of jail time.

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AMP North makes enhancements for greater flexibility

amp/amp-north/Platforms-&-wraps/

The investment platform has announced several improvements, enabling advisers to create more bespoke solutions for clients as well as further exclusion options.

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Lazard brings Japanese equity fund to Aussie market

Lazard/Lazard-Asset-Management/international-equities/Japan/

Lazard Asset Management has expanded its investment menu for Australian investors with a new Japanese equity fund.

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Market Volatility Playbook: Defensive Tools for Investment Portfolios

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Rapid HNW expansion poses ‘significant’ advice opportunity

praemium/HNW/financial-advisers/high-net-worth/

The number of Australian high-net-worth individuals has grown by nearly 9 per cent from 2023, according to Praemium and Investment Trends, spelling positive news for financial advisers.

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DASH eyes further strategic acquisitions

dash/Andrew-Whelan/Platforms-&-wraps/financial-planning-software/

The financial planning software and platform has reported double-digit uplift across the group in FY24, as it focuses on inorganic growth through strategic acquisitions in the year ahead.

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FAAA ramps up pressure for Dixon public inquiry

CSLR/Sarah-Abood/FPA/Dixon/Dixon-Advisory/

The Financial Advice Association Australia has written to every member of Parliament to press the case for a public inquiry into the Dixon Advisory collapse and the CSLR.

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International equities drive monthly ETF growth

BetaShares/ETFs/international-equities/

International equity ETFs have recorded their third consecutive month with net inflows above $1 billion, according to Betashares, for advisers looking to capture this growth in client portfolios.

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Industry should represent the communities it serves: Mortgage Choice

The principal partner of this year’s Women in Finance Summit has said organisations that practise inclusivity are more likely to build trust in the community.

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What do the FSCP’s latest determinations tell advisers?

FSCP/compliance/BT/bt-financial-group/

BT’s Bryan Ashenden has encouraged advisers to remain aware of the Financial Services and Credit Panel’s four latest determinations against relevant providers to avoid running into the same issues.

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