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Financial planning
Recommending a super or investment platform is providing financial product advice and advisers need to make sure they meet the needs and objectives of clients, according ...
Financial planning
HUB24 has announced a new partnership with stockbroking and wealth management firm, Patersons Securities....
Financial planning
Ignition Advice has been nominated by the Banking Technology Awards as a finalist in the category Best Use of IT in Private Banking/Wealth Management....
Funds management
Challenger platforms are expected to continue to benefit from industry concerns around wealth management....
Superannuation
The OpenInvest online marketplace and platform has launched, with self-managed superannuation fund trustees the primary market. ...
MARKET INSIGHTS
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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...