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| | | ... provide personalised, regulated, and compliant financial advice. The platform itself will act as the licensed financial adviser and can provide real-time advice, based on the users' personal financial information that they have input into the system. ... |
| | | | Adamantem Capital has completed its acquisition of Mason Stevens, with the deal to deliver significant value and benefits for the acquired firm. Mason Stevens will benefit from the deal by increasing investment in its integrated wealth platform and ... |
| | | | A Queensland financial adviser has been banned by ASIC for failing to act in the best interests of his clients and failing to prioritise their interests. Grant Thomson is banned from providing financial services, controlling an entity that carries on ... |
| | | | ... wealth adviser at Shaw and Partners for two years before founding Capital Haus in 2022, and was an executive financial adviser at the Westpac Group for over three years before that. He also held similar titles at ANZ, deVere Group, and WILSONS. Commenting ... |
| | | | The peak body for financial advisers has hired a policy and advocacy manager. Financial Advice Association Australia has appointed David Barrett to the newly created role, effective 24 March 2025. Based in Sydney, Barrett reports to the general manager ... |
| | | | Eureka Whittaker Macnaught (EWM) and Foster Raffan iPlan have merged to form a large, multi-disciplinary firm serving around 2500 clients. The merged firm is home to 44 employees, including 20 financial advisers, and operates in six locations across ... |
| | | | The Financial Advice Association Australia (FAAA) has come out swinging against Treasury and its second tranche of draft Delivering Better Financial Outcomes (DBFO) reforms, saying it can't support them without "substantial change." FAAA chief executive ... |
| | | | The Sydney-based firm has secured access to Colonial First State's (CFS) FirstTech division for the more than 400 financial advisers within its network. The educational partnership provides My Dealer Services (MDS) adviser members with the "most up ... |
| | | | SQM Research has placed the private credit sector on watch, saying it is increasingly encountering red flags when rating offerings. The research house has been covering private credit since 2007. SQM currently rates on some 70 private credit funds across ... |
| | | | The ASX recorded its biggest-ever ETF market turnover in a day earlier this month, hitting a whopping $2 billion on March 6, largely thanks to BlackRock reducing its equities exposure and shoring up defensive assets within its model portfolios. The ... |
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