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FINANCIAL ADVICE
Financial planning
Less than six months after launch, Perth-based advice firm Leeuwin Wealth is seeking to double its funds under management to $1 billion within a year....
Financial planning
Minister for Financial Services, Stephen Jones, has provided further information about the second tranche of the Delivering Better Financial Outcomes (DBFO) reforms....
Financial planning
A poll of financial advisers has revealed aged care policies and the housing shortage crisis are among their greatest concerns ahead of the federal budget on 25 March....
Financial planning
The Australian wealth manager is eyeing both inorganic and organic growth opportunities to hit 400 advisers and $100 billion in funds under advice....
People & Products
Australian Unity’s group managing director and chief executive has announced his plans to retire at the end of the year after two decades leading the company....
Financial planning
The regulator has convened multiple sitting panels of the FSCP regarding AFSL breach reports which have identified poor superannuation advice from financial advisers....
People & Products
Momentum Media’s wealth brands are hosting Election 2025, an exclusive event examining the federal election’s impact on the economy, financial advice, and superannuation ...
Financial planning
AFCA remains firm on its stance that industry failures occurring in the financial advice sector are fundamentally an advice issue, rather than a product issue....
Financial planning
A Sydney financial adviser has been permanently banned from providing any financial services, with the regulator deriding his “lack of integrity, trustworthiness and prof...
Financial planning
Financial advice firm Wilsons Advisory has opened up its first Perth office, as the firm seeks to offer specialist corporate advice to mining and resources companies in t...
Financial planning
AZ NGA’s CEO has unpacked how its recent $345 million debt facility from Barings will accelerate its advice network’s growth ambitions, and allow its largest firms to acc...
Funds management
Bfinance Australia has shared five questions to ask when considering a semi-liquid private equity fund as their assets under management reach US$30 billion. ...
Financial planning
The increased bids for Insignia from Bain and CC Capital value the company at $3.3 billion, while there is still a possibility for competing bids from rival players such ...
Financial planning
The advice industry has reached triple-digit gains for the calendar year to date, with two licensees seeing gains of five during the week....
Financial planning
Targeting market leadership in digital advice, Bravura’s digital solutions are now available to over 6 million superannuation fund members. ...
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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...