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| | | Sequoia Financial Group continues to benefit from the highly competitive sector of financial adviser support services, which doubled its revenues in the last two years. Sequoia's wealth division, which provides licensee services to over 400 authorised ... |
| | | | The relief that will allow financial advisers to sit the November examination regardless of their last sitting is closer to becoming official. The Financial Advisers Standards and Ethics Authority announced yesterday that the Corporations (Relevant ... |
| | | | ... Management for 22 years, with other roles including platform fund sales activities including shelf management, positioning, book steering, after-sales and fund offering for its Asia Pacific wealth management franchise. In another appointment, Aberdeen's ... |
| | | | A former financial adviser has received a conditional release without conviction for a period of two years after pleading guilty to false document charges. Wael Kourieh, who was an authorised representative of Hillross between 2010 and 2016, pleaded ... |
| | | | In final YFYS regulations released last week, the government now wants super fund to be only tested on last year's administration fees instead of eight years' average in the APRA performance test. The last minute changes to the Your Future ... |
| | | | Evalesco Financial Services recently finalised the acquisition of former Association of Financial Advisers national president Marc Bineham's advice firm. Evalesco, led by Marshall Brentnall, Jeff Thurecht and Jules Knox, has taken on Noall & Co's ... |
| | | | The research house has hired an associate director, focused on the direct wealth space. Kurt Mayell joined Investment Trends on August 2. Mayell will lead a team of analysts focused on providing actionable market insights, competitive intelligence ... |
| | | | Two directors of North Coast Financial Services, a former authorised representative of Millennium3, have copped a ban from the corporate regulator. Timothy William Parry and Damian Garnet Price are forbidden to control a financial services business ... |
| | | | The superannuation startup geared at self-employed workers is looking to raise $1.5 million, as it sets it sights on 60,000 members in five years. GigSuper this week opened a crowd-funded raise for $1.5 million based on pre-money valuation of $8.1 million. ... |
| | | | Among the changes announced this morning, AMP is putting an end to all Buyer of Last Resort (BOLR) arrangements at the end of the year and giving advisers the freedom to leave the network with their clients from 2022. As part of a new service model ... |
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