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APOGEE

Financial planning

Ahmed Saad will serve a nine-month prison sentence for illegally allowing clients to withdraw superannuation funds from 2016 to 2017. ...

Financial planning

Ahmed Saad has pleaded guilty after operating a scheme to provide illegal early access to super for clients. ...

Financial planning

More than 200 adviser roles have been lost year to date compared to 761 lost roles in the first quarter of 2020, according to HFS Consulting’s analysis. ...

Financial planning

Ahmed Saad has been charged for operating an illegal early superannuation release scheme....

Financial planning

The recent changes to MLC’s financial planning licensee arrangements have persuaded some advisers to look at their options....

Financial planning

TenFifty Financial Group combines advice businesses previously aligned with Garvan, Apogee, and Meritum and will stand as a community for self-employed advisers and advic...

Financial planning

MLC Wealth has confirmed changes to its advice business as part of the firm’s separation from NAB Group. ...

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

6 days 7 hours ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

1 month ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

1 month 1 week ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

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The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

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While the profession continues to see consolidation at the top, Adviser Ratings has compared the business models of Insignia and Entireti and how they are shaping the pro...

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