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Financial planning
Dirigere Advisory, a Victorian boutique financial advice licensee, has relaunched with a new operating model that aims to better meet the needs of its advisers, including...
Financial planning
A suburb in Victoria has been crowned as the top suburb by opportunity for financial advisers, according to data from Adviser Ratings....
Financial planning
The Association of Financial Advisers has welcomed ASIC’s no-action position for fee disclosure statement and opt-in obligations for Victoria’s located advice businesses....
Financial planning
Faced with at least six weeks of Level 4 lockdown, financial advisers in Melbourne need regulatory relief around opt-in and other key client interactions....
Funds management
Victoria’s new stamp duty laws will drive up costs for unlisted wholesale and retail property funds sector, according to the Property Funds Association....
Financial planning
A former NAB adviser has pleaded guilty to two charges of submitting financial planning documents for his own personal gain....
Funds management
AMP Capital has inked a deal to buy 5.2 per cent of the largest desalination plant in the southern hemisphere. ...
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...