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ADVICE
Financial planning
Coastal Advice Group chief executive, Daniel Brown, has said the firm has no intention of slowing down, with plans to do as many as 15 acquisitions in the next 12 months....
Financial planning
Two national advice businesses have merged to form a leading holistic advice business with $2.5 billion in funds under management....
Financial planning
Advisers may think they are being compliant with the regulation but for their clients, it is often communication that can cause the biggest headache in their adviser rela...
Financial planning
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 investme...
Financial planning
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...
Funds management
Clime Investment Management has faced shareholder backlash around “unsatisfactory” financial results and is enacting cost reductions to return the business to profitabili...
Financial planning
AFCA has told the Senate economics committee that alleged losses from Dixon Advisory clients are an estimated $458 million while outlining the concerns it is observing in...
Financial planning
A Victorian financial adviser at Financiallink Group, Pamela Anderson, has seen her two-year ban from providing financial services for two years affirmed by the AAT....
Financial planning
Insignia is to launch a partnership ownership model for self-employed licensees within months, known as Advice Services Co, as it seeks to become Australia’s largest advi...
Funds management
AMP has announced the progress of its Advice transformation as advice net profit after tax has more than halved from a loss of $146 million a year ago....
Financial planning
A survey by Netwealth has detailed the factors that women value when it comes to selecting a financial adviser and where advisers have room for improvement....
People & Products
The firm is set to launch its Adviser Portal in the first half of the year and has worked with a group of advisers to determine how the service can best support them. ...
Expert Analysis
Given the volatility in domestic and international markets, Australian retail investors can be forgiven for becoming a bit emotional about their portfolios, writes Greg B...
Financial planning
Financial advice technology provider Asendium believes paraplanners are the key to unlocking growth and efficiency for the Australian advice sector....
Financial planning
The independent chair of the QOA Review has called for the removal of 'onerous' ongoing fee disclosure obligations....
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...