The 3 licensees shining through amid adviser losses

Wealth-Data/licensees/AFSL/Colin-Williams/

Looking at which licensees are seeing the fastest growth over the six months, Wealth Data says there are three firms that stand out amid falling numbers.

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Sydney wealth manager sees AFSL cancelled

ASIC/Sydney/AFSL/

ASIC has cancelled the AFSL of Sydney-based wealth manager, the third Sydney firm to face this action since the start of the year.

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Back from the dead – why diversified managed funds deserve a place in your client portfolios

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| By Anonymous (not verified) |

In this episode of Money Management's Meet the Manager, we're joined by Chris Hestelow, investment speci

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ASIC defeated in major crypto case

ASIC/cryptocurrency/crypto/finder/

The regulator has lost a case against Finder regarding crypto products in the Federal Court, with the comparison site stating that “innovation always moves faster than regulation”.

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Selfwealth expands executive team with three appointments

selfwealth/Craig-Keary/leadership/

Selfwealth has made a number of appointments to its executive leadership team, as new CEO Craig Keary focuses on strategic growth.

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Adviser numbers enter ‘period of decline’ after strong start

amp/Wealth-Data/Colin-Williams/licensees/

After initial strong growth in the first few weeks of the year, there have now been five consecutive weeks of decline or no growth in adviser numbers, according to Wealth Data.

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Senator Jane Hume to speak at the Australian Wealth Management Summit 2024

Senator Jane Hume will join the speaker line-up at the inaugural Australian Wealth Management Summit.

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FSCP by numbers: Which issues are occurring most?

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There have been 16 outcomes issued by the Financial Services and Credit Panel since its launch in 2023, which issues or breaches are frequently occurring?

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Relative Return: Making private credit accessible to retail investors

Podcast/Relative-Return/

In this episode, host Keith Ford speaks with Frank Danieli, managing director and head of credit investments and lending at MA Financial, about the evolving landscape of private credit in Australia.

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FAAA urges ATO to refine tax deductibility of advice fees

financial-advice/taxation/tax-deductable-advice/advice-fees/Sarah-Abood/

The FAAA is calling on the ATO to refine its position on the tax deductibility of financial advice fees related to advice to clients with pre-existing investments.

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