ADVISORY FIRMS

Financial planning

New research by Desktop Broker has explored the key themes that would influence modern financial advisory firms and determine their growth trajectory in the years ahead....

People & Products

New York-based investment firm Berkshire Capital has expanded its Sydney team with two senior appointments....

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People & Products

Frontier consultancy has added another consultant to its specialist Quantitative Solutions Group as it builds its technology offering....

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Financial planning

Complete Financial Balance has joined the Arthur J. Gallagher group as it looks to enhance their advice and benefit proposition to SMEs....

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Life/Risk

ASIC has told the Government that consumers need to know that in the event of a product failure, uncompensated losses are usually attributable to smaller advisory firms....

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MARKET INSIGHTS

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

1 day 13 hours ago

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

2 months ago

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

2 months 1 week ago

SuperRatings has shared the median estimated return for balanced superannuation funds for the calendar year 2024, finding the year achieved “strong and consistent positiv...

3 weeks 4 days ago

Original bidder Bain Capital, which saw its first offer rejected in December, has returned with a revised bid for Insignia Financial....

2 weeks 4 days ago

The FAAA has secured CSLR-related documents under the FOI process, after an extended four-month wait, which show little analysis was done on how the scheme’s cost would a...

2 weeks 2 days ago