WILL DAVIDSON

Financial planning

Praemium has taken control of the wealth management platform, following it’s off-market transfer which will be 100% completed by November....

People & Products

Powerwrap will provide Wattle Partners’ investor clients with platform administration for a wide variety of asset classes....

Financial planning

Wealth platform, Powerwrap Limited has reported the underlying net profit after tax loss of $5.4 million....

Funds management

Challenger platforms are expected to continue to benefit from industry concerns around wealth management....

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 1 week ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 1 week ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

1 week 1 day ago

The Reserve Bank of Australia has announced its latest interest rate decision following this week's monetary policy meeting....

2 weeks 3 days ago

A former financial adviser who stole $4.4 million from his family and friends to feed gambling debts has been permanently banned by ASIC....

3 weeks ago
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