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Funds management
Boutique fund manager, Affluence Funds Management, has announced that it has launched a new fund targeting discounted listed investment companies....
Financial planning
Structural and regulatory shifts in the market are opening up opportunities for the fund administrator to grow its business....
Financial planning
Australian Unity has posted a better advice revenue bottom line despite reducing its number of advisers and installing a new leadership team....
Financial planning
Most firms impose contractual conditions on departing executives. CountPlus acted on them in taking legal action against a number of departing practice principals and ext...
Funds management
Although Australia maintained its position in top three countries in the Asia Pacific region as far as green bonds were issued, it still needs to accelerate domestic gree...
Financial planning
Financial technology firm GBST is yet to set a date for its annual general meeting, having been granted an extension by the Australian Securities Exchange....
Funds management
Pinnacle Investment Management has announced the launch of its two new Pinnacle eShares exchange traded funds on the Australian Securities Exchange....
Financial planning
Centrepoint chief executive, Angus Benbow, makes no bones about the group’s desire to grow the number of planners working under its license....
Funds management
Shareholders at CBG Capital are being urged to accept an acquisition offer from Clime Capital to acquire 58.46 per cent of its shares, or risk missing out on their next q...
Funds management
Lennox Capital Partners has taken advantage of the short IPO window to invest in two small-cap companies in its Australian Microcap Fund....
Financial planning
Centrepoint Alliance’s new strategy announced last year has proved successful as the company has reported a profit turnaround for the financial year ended 30 June....
Financial planning
Perpetual believes its wealth business, Perpetual Private, is positioned for growth despite a full-year decline in profit....
Financial planning
Publicly-listed financial services group, Sequoia may have just acquired Libertas Financial Planning but it is ready to offload businesses that don’t meet its return on e...
Financial planning
National Australia Bank has revealed it is expecting to have to provide further provisioning around client remediation for adviser service fees for self-employed advisers...
Policy & Regulation
Millinium Capital Managers has made a claim worth $2.4 million against a former adviser of the Millinium Alternative Fund for misconduct. ...
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...