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Client appetite grows for one-off episodic advice

investment-trends/financial-adviser/

| By Rhea Nath |
Financial planning

There is a need for advice businesses to offer flexible service models, with Investment Trends research suggesting over half of potential clients prefer one-off advice to meet their financial needs.

AUTHOR

How much could investors recover from Shield Master Fund?

ASIC/enforcement/administration/liquidation/Deloitte/

| By Laura Dew |
Financial planning

Administrator Deloitte has shared how much Shield Master Fund investors could receive in estimated returns if the scheme is successfully wound up.

AUTHOR

iPartners takes majority stake in Melbourne fund manager

private-credit/acquisition/

| By Rhea Nath |
Funds management

Alternative asset manager iPartners Funds Management has announced a new acquisition to support its retail presence with a majority stake in Mi Funds Management.

AUTHOR

SOA replacement presents ‘blank canvas’ for advisers

statement-of-advice/Stephen-Jones/financial-advice/Adviser-Ratings/

| By Laura Dew |
Financial planning

The development of a new advice document presents a “blank canvas” for advisers to create a suitable document replacing statements of advice, says Adviser Ratings.

AUTHOR

T. Rowe Price promotes ANZ consultant head to APAC role

T-Rowe-Price/

| By Jessica Penny |
People & Products

T. Rowe Price has promoted head of Australia and New Zealand consultant relations, Cassandra Crowe, to the equivalent APAC role.

AUTHOR

ASIC bans former South Australian financial adviser

ASIC/banning/South-Australia/financial-advice/

| By Staff |
Financial planning

A former South Australian financial adviser, who also authored two personal finance books, has been banned by ASIC for a period of seven years.

AUTHOR

ASIC announces results of final 2024 adviser exam

ASIC/financial-advice/exam/professional-year/

| By Rhea Nath |
Financial planning

ASIC has released the results for the November sitting of the financial adviser exam, with the pass mark sitting substantially higher than in August.

AUTHOR

Adviser numbers reverse November’s gains

Wealth-Data/adviser-numbers/centrepoint-alliance/

| By Rhea Nath |
Financial planning

Overall financial adviser numbers have fallen this week, although Centrepoint Alliance has seen this week’s largest gains, according to Wealth Data.

AUTHOR

‘Worst of the worst’: SMSF misconduct concerns weigh on advisers

ASIC/SMSF/phil-anderson/

| By Rhea Nath |
Financial planning

Inappropriate advice relating to SMSFs has been identified as a pain point for the advice industry, with professionals claiming these vehicles can draw out “the worst of the worst” in financial services.

AUTHOR

Government names financial advisers as core skill

financial-advice/recruitment/new-entrants/

| By Rhea Nath |
Financial planning

Financial investment advisers have been singled out as a core skill in demand in Australia, with the government aiming to attract more skilled migrants to the sector.

AUTHOR

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