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Financial planning
Financial planning group Fiducian has seen its adviser numbers rise by 27% in the first half of the financial year thanks to an acquisition and new office openings....
Funds management
Economic uncertainty and a shift in market sentiment have been attributed to a 42% plunge in the wealth management firm’s net FUA inflows....
Funds management
North, AMP’s investment platform, has announced their new managed portfolio service ‘Buy, Badge, Build’. ...
People & Products
Insignia Financial has announced enhancements to its Expand wrap to allow greater flexibility for advisers and clients....
Funds management
Westpac has confirmed the potential sale of the Asgard and BT Panorama platform is still a consideration as funds under administration on BT Panorama declines 8%....
Financial planning
Netwealth has released a report showing significant demand among Australians for guidance on responsible investing....
Financial planning
In an environment of adviser exodus, HUB24 has reported adviser growth of 13% in the past year. ...
People & Products
Quarterly net inflows at Praemium increased 115% in the September quarter to $659 million after a difficult prior quarter....
People & Products
BT is increasing the help available for support teams in advice firms to drive efficiencies in the back-office system....
People & Products
North’s managed portfolio offering has reached $6 billion in assets under management, more than double the size last August....
Tech
Legal profession-focused super fund legalsuper has partnered with Link Group to launch a cloud-based digital platform....
Financial planning
Negative market movements led to a 53% decline in quarterly net inflows for Praemium in the June quarter....
People & Products
North has lowered the maximum administration fees for a MyNorth investment account as it targets the financial adviser market....
People & Products
Announcing its managed portfolios have surpassed the milestone of $5 billion in assets under management, North will be launching three new equity-based portfolios....
Financial planning
Funds under administration in managed accounts have grown by 57% in the March quarter at BT to $10.9 billion, driven by an increased number of advisers using BT Panoroma ...
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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...