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| | | ... history. "Superannuation is the longest-term, and largest, investment most Australians will have," Farmer said. "This last financial year, more than just about any other year I can think of, shows the importance of staying the course." Farmer continued ... |
| | | | ... acquisition of the client books and employed advisers from Cairns Wealth and Pinnacle Wealth further expanding its salaried financial advice business. The ASX-listed advice group confirmed final settlement of the transaction occurred July 1, following ... |
| | | | Bell Financial Group (BFG) has launched Bell Potter Private Wealth (BPPW), a new platform that helps service its 300,000 clients with $92.1 billion in funds under advice. The platform centralises investment advice, portfolio management and consolidated ... |
| | | | Financial adviser Christian Henry has scored a partial win in reducing ASIC's five-year ban on providing personal financial advice to three years upon appeal. Henry was initially banned by ASIC while he worked at MWL Financial Services over advice ... |
| | | | ... partners, at present. "The partnership limit on law firms, for example, is 400 and the Parliamentary Joint Committee on Financial Services Corporations recommended that we look at that same limit of 400. So that's one of the options that we have ... |
| | | | Esencia Wealth has continued its national expansion strategy, merging with New South Wales-based Cove Financial Group in a deal that brings around 650 clients and four financial advisers into the business. The Shellharbour-based advice firm is Esencia ... |
| | | | ASIC has brought together market and financial services leaders in a push to bolster competitiveness in Australia's capital markets. This comes after new research found Australia needs to move quickly or be left behind as other jurisdictions adopt financial ... |
| | | | ... to institutional investors, but also a debt universe that is no longer limited to the domestic market, experts told Financial Standard. Currently, borrowers can access the international debt market, but access remains challenging due to the differences ... |
| | | | Euroz Hartleys has sold its capital markets business to Canada's BMO Financial Group (BMO) for $145 million in an all-cash deal. The divestment will allow the ASX-listed wealth firm to be a standalone pure-play private wealth business, it said. Both ... |
| | | | ... unveiled key findings from its inaugural system risk stress test (SRST), highlighting the resilience and stability of the financial market depends heavily on the superannuation sector. The SRST, which focussed on links between the banking and super systems ... |
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