Netwealth reports record quarterly FUA rise

netwealth/matt-heine/technology/CFO/

The investment platform saw its highest-ever quarterly rise in funds under administration over the September quarter, as it also provides an M&A update.

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Platinum reports first FUM rise in 7 months

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Platinum Asset Management has seen its first rise in funds under management in seven months, helped by positive investment performance.

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Investment Trends appoints head of sales

investment-trends/appointments/financial-advice/

Research house Investment Trends has made a new hire to head up its Australian sales team.

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Sydney-based Sherlock Wealth goes self-licensed

AFSL/self-licensed/financial-advice/Sydney/

Sydney-based financial advice firm Sherlock Wealth has announced it is now operating under its own AFSL, one week after Andrew Sherlock took over as its chief executive.

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Could DBFO simplify licensee switching?

licensees/financial-advisers/quality-of-advice-review/statements-of-advice/SOAs/

A licensing head is hopeful that the DBFO legislation will make it easier for financial advisers to switch licensees, as extensive paperwork means they face a heavy burden currently.

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How is Iress progressing its transformation project?

iress/appointments/leadership/

As Iress makes leadership changes, Money Management examines the progress of its transformation update which is scheduled to be completed by the end of the year.

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New defence ETFs hit the Aussie market

ETFs/BetaShares/global-x/Global-X-ETFs/

Both Betashares and Global X have launched ETFs focused on the global defence sector, just weeks after VanEck also announced its own defence ETF.

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Clime IM suffers mass board exit

Clime-Investment-Management/Clime/boards/non-executive-director/

Clime Investment Management has announced that all three of its non-executive directors have resigned from the company’s board.

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How to Set Financial Goals for Your Business

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