RBA makes latest rate call

RBA interest rates bonds fixed income monetary policy

The Reserve Bank of Australia has made its latest rate call, with only two more meetings left for 2024.

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E&P Financial Group seeks ASX de-listing

E&P Financial Group Dixon Advisory

E&P Financial Group, former parent of Dixon Advisory, has formally requested to delist from the ASX, with the company noting the negative impact of regulatory proceedings on its share price.

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Are licensees overpromising and underdelivering to advisers?

AFSL licensees financial advice self-licensing

Commentators have discussed how value for money is becoming more critical than ever as licensee fees rise and failure by an AFSL to provide this is driving them to self-licensing.

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Escalating business costs emerge as top adviser concern

CoreData Andrew Inwood financial advisers practice management

The rising costs of operating a financial advice practice has been ranked as the number one challenge for advisers today, outpacing administrative and compliance burdens.

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Advisers given 5 weeks to submit to Dixon inquiry

financial advice financial advisers Dixon Dixon Advisory Senate Economics Committee

The final terms of reference for the Dixon Advisory inquiry have been released by the Senate economics references committee, and advisers have just over five weeks to make their submissions.

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Finalists unveiled for Women in Finance Awards 2024

women in financial services financial advice women in finance

Financial advisers are in the running to win one of the coveted Women in Finance Awards 2024.

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Global X ETFs Australia appoints new CEO

Global X ETFs Evan metcalf GAM investments ETFs ceo

Global X ETFs Australia has appointed a new chief executive to replace Evan Metcalf, who will depart the ETF provider next month.

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Court details mental turmoil of AMP BOLR objectors

amp bolr AMPFP federal court

A former AMP adviser told the Federal Court how they are scared to turn off their phone after a fellow adviser attempted suicide as Justice McElwaine said the 92 objections “weighed heavily” on his mind.

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New entrant targets M&A in advisory and fund management markets

financial advice Funds management M&A Sequoia

The acquisition of Informed Investor from Sequoia by Powerhouse Ventures is the first step in the firm’s new strategic process to enter into the financial advisory and fund management space.

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Providence Wealth looks internally for CIO

ceo CIO wealth management boards hires providence wealth

Providence Wealth Advisory Group has appointed a new chief investment officer, a dedicated position after the role was previously held by its CEO.

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MARKET INSIGHTS

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

3 weeks 1 day ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

3 weeks 6 days ago

Interesting. Would be good to know the details of the StrategyOne deal....

1 month ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

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Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

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Specialist wealth platform provider Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with a leading Sydney-based private equi...

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