ADVICE FIRM

Financial planning

AZ NGA has announced a strategic partnership with Rose Partners, a Melbourne-based accounting and advisory business with a high-net-worth and healthcare professional clie...

Financial planning

A Business Health survey has looked into benefits packages currently offered by firms, including incentive and bonus schemes and average adviser earnings....

Financial planning

Sydney-based Stanford Brown has announced the acquisition of Godfrey Pembroke advice firm, World Square Financial Services....

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People & Products

OneVue’s platform will be used to move Kuda Wealth’s high net worth clients to Watershed Funds Management’s managed accounts solution....

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Editorial

Association of Financial Advisers chief executive, Brad Fox, argues that planners will need to become increasingly adaptive to cope with the rapid rate of change occurrin...

Financial planning

ASIC has accepted an EU from an accounting and tax advisory firm for giving inappropriate advice to clients to set up SMSFs. ...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

4 months 1 week ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

4 months 2 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

6 months 2 weeks ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

1 week 4 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

3 days 11 hours ago

ASIC has banned a former NSW adviser from providing advice for 10 years for investing at least $14.8 million into a cryptocurrency-based scam. ...

4 days 15 hours ago