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Pinnacle to launch second UK affiliate

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Pinnacle Investment Management has announced it plans to launch a new affiliate from a global equities team departing Royal London Asset Management.

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ASIC looks to enact more criminal enforcement

ASIC/enforcement/regulation/criminal-proceedings/civil-proceedings/senate/

The balance of ASIC enforcement activity is skewed towards civil rather than criminal cases, but the corporate regulator says it is seeking to redress this matter.

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How to successfully change careers into financial advice

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From gym owner to working with private wealth advisers, Shadforth’s Joel Perryman shares his top recommendations for career changers looking to transition into the financial advice profession.

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RIAA launches toolkit to understand AI risks

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The Responsible Investment Association of Australasia has launched a toolkit to help advisers address the risks presented by artificial intelligence.

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Advice licensee CEO to depart after six years

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Link Advice chief executive, Duncan McPherson, is to depart after six years as the business restructures.

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How a global initiative is helping with net zero transition

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With energy transition remaining a significant challenge, a global index provider executive has argued that engagement could trump divestment.

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AMP Advice launches tailored managed portfolio range

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AMP Advice has partnered with BlackRock and Lonsec to expand its suite of managed portfolio solutions, further democratising advisers’ access to these products.

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Advice critical to mitigating retirees’ inflation fears

challenger/inflation/retirement/retirement-savings/financial-advice/

Challenger research has reaffirmed advisers’ significant role in empowering retirement confidence as cost of living and heightened inflation risk continue to bite retirees’ portfolios.

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Three SOA failures lead to latest FSCP decision

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Underestimating the cost of insurance by almost $75,000 in a Statement of Advice is among multiple reasons that a relevant provider has faced action from the FSCP.

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The role of alternatives in modern portfolios

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The role of alternative investments is to diversify a portfolio and capture differentiated sources of return, according to UBS Asset Management.

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