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FINANCIAL ADVISER
Financial planning
Advisory firm Giles Wade has partnered with US-based Asena Family Office to help it launch an Australian arm offering advice and asset management services. ...
Financial planning
The corporate regulator has banned the former sole director and chief financial officer of Brisbane-based Acquire Strategic Advisers over misleading and deceptive conduc...
Financial planning
Financial planning group Fiducian has seen its adviser numbers rise by 27% in the first half of the financial year thanks to an acquisition and new office openings....
Financial planning
The rewarding nature of financial advice and the value it brings clients is at the heart of the career, says this adviser. ...
Financial planning
HR tech platform Striver has supported business students and young graduates with networking and mentorship opportunities in financial advice for over a decade. ...
Financial planning
Research from Rainmaker Information has revealed the AFSLs that experienced the largest net growth in number of financial advisers last year. ...
Financial planning
Despite over 12,000 financial advisers leaving over the last four years, Adviser Ratings reveals that almost a quarter are thinking of following suit in 2023....
Financial planning
Australians approaching retirement are increasingly interested in using advisers’ services, but it goes beyond just providing financial advice....
Policy & Regulation
Multiple permanent bans to advisers were handed out by the corporate regulator in the last year....
Financial planning
Advisers who have taken a career break or a secondment by the end of 2021 will not be considered a new entrant when they wish to return to their adviser role but will hav...
Financial planning
The corporate regulator’s consultation found that limited advice is too costly to provide and there is a lack of demand for digital advice....
Financial planning
Licensees should not be responsible for individual financial adviser registrations to the corporate regulator as it makes clear these are a statutory obligation and not a...
Financial planning
Rahul Goel of AR Wealth and Finance in Western Australia has also been charged with three counts of false certification of documents....
Financial planning
Ahmed Saad has pleaded guilty after operating a scheme to provide illegal early access to super for clients. ...
Financial planning
There is plenty of competition between dealer groups to take advantage of the uncertainty which has accompanied IOOF’s acquisition of MLC Wealth by recruiting attractive ...
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Podcast
My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...
Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...
How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...