Sequoia makes $2m acquisition
Sequoia has made a $2 million acquisition as it expands its product offering to deliver professional services to advisers.
Sequoia has made a $2 million acquisition as it expands its product offering to deliver professional services to advisers.
Some 16 super RSEs are paying over $1 million to their board of trustees, according to latest APRA data.
Conversions from unlisted to active ETFs have accounted for half of the monthly ETF growth in November, driving an AUM of nearly $170 billion and marking a departure from previous monthly declines.
Christine Franks has been appointed to the SMSF Association’s board as its governance expert in replacement of a former board member.
With a move towards servicing high-net-worth investors who are seeking a professional network, accountants and financial planners are working closer than ever before and presenting possible merger opportunities.
Former OneVue chair, Gail Pemberton, has been appointed to the group of Link Group as the firm turns its focus to its Retirement and Superannuation Solutions division.
The FSCP has issued a registration prohibition order against a financial adviser until 2025 for misleading a client through a scaled advice model that excluded an SMSF investment, its second in a week.
One in nine Australians aged over 50 expect to have $250,000 in unpaid debt in retirement – debt worries are leading to concerns about their ability to achieve their desired retirement lifestyle.
Digitised financial advice solutions will continue enabling the mass-scale provision of advice from supe
The number of people eligible for the wholesale investor test has risen by more than 700 per cent since its introduction, and advisers need to ensure they are making their clients aware of the risks in losing consumer protections.