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| | | ... strengthening and expanding the firms' relationships amongst wholesale and retail investment channels and financial adviser networks. The recruit joins from Alexander Funds, where he worked as a regional manager. Before that, he was part of the institutional ... |
| | | | Insignia Financial has rejected the takeover proposal put forward by Bain Capital last week. In an ASX announcement, the wealth manager said its board believes that, based on its view of the fundamental value of the company, the proposed transaction ... |
| | | | ... members' super funds to make retirement decisions, followed by financial media (31%), family members (30%), and a financial adviser (29%). MFS managing director and head of Australia and New Zealand Josh Barton said it is concerning to see how few ... |
| | | | ... financial advisers who each failed to provide a thorough assessment of their clients' tax liabilities. The first financial adviser, identified as only "Mr. C", was reprimanded for recommending a client make a superannuation non-concessional contribution ... |
| | | | Three major universities have pulled the plug on their financial planning courses due to the lack of student interest in a major blow for the profession as it struggles to attract new entrants. The University of Wollongong, Queensland University of ... |
| | | | Highly experienced financial services expert Anne Fuchs now has a broader new role at Australian Retirement Trust. ART executive general manager for advice, guidance and education has been appointed executive general manager of advocacy and impact. ... |
| | | | The Financial Advice Association Australia (FAAA) has made a submission to the Senate Economics Committee inquiry into wealth management companies, highlighting financial advisers' concerns around the Compensation Scheme of Last Resort (CSLR). Specifically ... |
| | | | The Albanese government has reappointed 24 members to the Financial Services and Credit Panel (FSCP) for a three-year period beginning 1 January 2025. The candidates bring with them a range of knowledge and experience across the fields of business ... |
| | | | ... (92%) have passed. That said, there is now less than 16,000 financial advisers practicing in Australia. A new financial adviser must pass the exam before starting the third quarter of their professional year and be authorised by an Australian financial ... |
| | | | South Australian financial adviser Bruce Davis has been banned for seven years by ASIC. Davis, who was the sole director and responsible manager of Wise Investment Advisers, has been barred from providing financial services, controlling an entity that ... |
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