Adviser feedback shapes latest TAL ethics courses

ethics/code-of-ethics/CPD/financial-advice/

TAL Risk Academy has updated its range of ethics courses to help financial advisers meet their CPD requirements following adviser feedback, including interpreting FSCP determinations.

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Link Wealth seeks to grow financial literacy program

new-entrants/financial-literacy/financial-advice/students/

Amid the current financial adviser shortage, advice firm Link Wealth is looking to expand its financial literacy program for high school students across the country.

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Strengthening defences: What’s next for private credit?

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Adviser demand central to new ETF launches

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With GCQ Funds Management and Lakehouse Capital making their recent ETF debuts, the two fund managers unpack why financial advisers are essential to their respective launches.

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The steep bonuses advisers received from ‘cookie cutter’ advice

bonuses/statement-of-advice/federal-court/financial-advice/

Advisers at DOD Bookkeeping, which received an $11 million penalty last week, received as much as 40 per cent of their remuneration via a bonus when clients purchased a property via a SMSF, according to court documents.

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Perpetual Wealth Management looks to Ords for adviser hires

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Perpetual Wealth Management has hired two advisers from Ord Minnett as part of five hires, just weeks after the rival firm announced it had picked up six from Perpetual Private.

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Escala Partners launches alternatives platform

high-net-worth/Alternatives/private-markets/

Private wealth manager Escala Partners has launched an end-to-end investment platform to strengthen its alternatives capability as clients seek sophisticated vehicles.

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Copia expands regional adviser distribution team

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Independent investment manager Copia Investment Partners has appointed Adam Tweedale to its distribution team, working with advisers across Victoria, Western Australia, and Tasmania.

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ASIC cancels AFSL following CSLR payments

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ASIC has cancelled the AFSL of a Perth financial services firm following payments to its clients by the Compensation Scheme of Last Resort after a failed managed investment scheme.

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Bravura CEO Russell to step down

Bravura/financial-planning-software/

Bravura chief executive Andrew Russell has announced he will be stepping down from the company, just under two years after his appointment.

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