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INDUSTRY NEWS
National advice group Bombora Advice has appointed David Mounsey in the newly created role of business growth and development manager to drive future growth, particularly...
INDUSTRY NEWS
Details have been shared regarding the failures in an adviser’s non-compliant statements of advice which led to a three-year ban as well as how improvements in his behavi...
INDUSTRY NEWS
While ASIC’s estimated FY24 levy only saw a slight $60 rise per adviser compared to the previous year, FAAA’s Sarah Abood believes it is still too high for a shrinking in...
INDUSTRY NEWS
Investment Trends has uncovered the annual average technology spend of financial advice firms and how advisers are adopting artificial intelligence in their everyday proc...
INDUSTRY NEWS
ASIC has permanently banned a former Western Australia-based financial adviser after he falsified his adviser exam certificate....
INDUSTRY NEWS
ASIC has confirmed the estimated industry funding levy for the 2023–24 financial year and how much licensees can expect to pay....
INDUSTRY NEWS
Three months since Godfrey Pembroke officially exited Insignia Financial’s institutional AFSL, Money Management speaks with CEO Mark Fisher on his path to becoming an adv...
INDUSTRY NEWS
A second financial adviser has seen their ASIC ban varied this week following a successful appeal to the Administrative Appeals Tribunal. ...
INDUSTRY NEWS
With the 2023–24 financial year behind us, Money Management takes a look back on the financial advice licensees that were hit with enforcement action by ASIC in the past ...
INDUSTRY NEWS
The Australian Wealth Advisors Group has made its first equity partnership scheme investment into a Victorian financial planning firm as it forecasts multiple deals ahead...
INDUSTRY NEWS
With the financial advisers register no longer distinguishing those who have used the experienced pathway to provide advice, how will this affect consumers and employers?...
INDUSTRY NEWS
The final ASIC inquiry report has found more than 26,000 reportable situations reports made by licensees during 2022–23 were assessed as requiring no action, while public...
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This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...