APOGEE

Financial planning

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

image
Financial planning

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

image
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. ...

image
Financial planning

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

image
Financial planning

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

image
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...

image
Financial planning

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

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

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 3 days 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 ago

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

2 days 21 hours ago