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| | | Fiducian Financial Services has added two practices based in Victoria and the Northern Territory to its network. Gurbinder Gill, the principal and financial adviser of Gill Private Wealth, which operates in Victoria's Burwood, joins the ASX-listed firm. ... |
| | | | The Australian Securities and Investments Commission (ASIC) has issued an interim stop order preventing Hirehood from offering securities under its crowd-sourced funding (CSF) offer document. The CSF was published on the VentureCrowd intermediary platform. ... |
| | | | ... of stakeholders," Whiteley said. "During the past year we have made great progress. Industry consultation on the solution, plan and implementation approach has progressed. Delivery of the first release is underway and the teams from ASX, TCS, our product ... |
| | | | A client book full of older clients are fetching a higher premium compared to last year, new advice practice valuations show. The Radar Results June 2024 price guide reveals that books of investment and super clients aged 80+ years old have seen their ... |
| | | | ... shares with payments to be made over a three-year period. Meanwhile, PFG entered into a binding agreement to acquire Equity Plan Management, a remuneration and employee share plan business, for a total consideration of up to $5.7 million. EPM has four ... |
| | | | Draft regulation of the first tranche of the Delivering Better Financial Outcomes reform package is now up for consultation. Treasury Laws Amendment (Delivering Better Financial Outcomes) Regulations 2024 has five sections that aim to make access to ... |
| | | | AustralianSuper copped the highest number of complaints in the last six months of 2023 totalling 936, which was nearly three times more than other major super funds like Cbus, Australian Retirement Trust (ART), and Aware Super. New data from the Australian ... |
| | | | The Compensation Scheme of Last Resort (CSLR) made its first payments to four victims totalling more than $360,000, three of which related to bad financial advice. One payout of about $145,000 related to inappropriate personal financial advice provided ... |
| | | | ... That's very normal." Advisers must nevertheless help forge ahead with involving the next generation in their parents' plan. "If the kids might be in the arts and don't like to think about anything financial, then the priority is how do we ... |
| | | | ... Stephen Gilmore leaves the fund this month to take up the role of chief investment officer at CalPERS, the largest pension plan in the US. Gilmore said he was appreciative of his time with the fund and looks forward to celebrating its future success. ... |
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