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Keith Ford
Keith Ford
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The FAAA has told a parliamentary joint committee that instituting a financial literacy test could help ensure clients avoid being misclassfied as wholesale cinvestrs....
The investment platform has announced several improvements, enabling advisers to create more bespoke solutions for clients as well as further exclusion options....
The Financial Advice Association Australia has written to every member of Parliament to press the case for a public inquiry into the Dixon Advisory collapse and the CSLR....
According to the Financial Advice Association Australia, upgrades to its Find a Planner platform will make it easier for potential clients to connect with a financial adv...
The FAAA has argued against “prescriptive record keeping obligations” in favour of advisers using their professional judgement....
The regulator says it secured $32.2 million in civil penalties and nine criminal convictions in the six months to 30 June....
The licensee has become the second-largest wealth management advice firm in Australia, with its funds under advice hitting $34.2 billion in FY24....
E&P Financial Group says outstanding legacy issues related to the Dixon Advisory collapse have been resolved, passing the buck for its compensation onto financial adviser...
The Financial Services and Credit Panel has made its first determination in over three months with the relevant provider pulled up on their statements of advice....
Licensee WT Financial Group has shared its indicative results for the 2023–24 financial year, including the impact of the Millennium3 acquisition from Insignia Financial....
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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...