Search Results | Showing 41 - 50 of 1904 results for "licensee" |
| | | Treasury's fresh review into managed investment schemes (MISs) falls short of addressing critical issues that could prevent another Shield Master Fund and First Guardian Master Fund disaster, the Financial Advice Association Australia (FAAA) says. ... |
| | | | Generation Development Group (GDG) saw strong returns across all its business lines in the six months to 31 December 2025, with net profit after tax growing 63% to $20.1 million in the period. The group is now targeting even better performance in the ... |
| | | | ... period." Last November, Netwealth and Macquarie announced they will bar InterPrac advisers from their platforms. Sequoia's licensee and adviser services division both await their fate. Already, head of licensee and adviser services Daryl Stout resigned ... |
| | | | ... of the total 15,400 Australian adviser market. HUB24 expects to continue growing its adviser footprint and has signed licensee agreements providing it with access to 79% of the total adviser market, it said. "This share continues to grow with HUB24 Group ... |
| | | | To thrive in providing SMSF advice, financial advisers must gain specialist skills, technical competencies and work on strengthening their professional judgement, according to the SMSF Association. Advisers are urged to do better particularly in the ... |
| | | | Netwealth has reported a half year net loss of $2.2 million after refunding more than $100 million to victims of the First Guardian Master Fund collapse. Excluding the First Guardian expense, Netwealth said net profit after tax would have grown 19.9% ... |
| | | | ... switch their super arrangements and the advice groups and super trustees that were benefiting. At that time, it said any licensee that has engaged a high-pressure referral source should consider how that arrangement fits within their obligations to act ... |
| | | | Centrepoint Alliance will offload its lending solutions business to Astute Financial Management to solely focus on licensee services, financial advice, managed accounts and platforms. Under the agreement, Centrepoint said it will retain the lending-as-a-service ... |
| | | | FIIG Securities will pay $2.5 million over cybersecurity failures that went on for years and saw the private data of clients compromised and, in some cases, leaked. ASIC brought its case against FIIG Securities in March 2025 after it found the firm ... |
| | | | ... compliance, adviser supervision, advice technology and the end-to-end delivery of advice services. While at Symmetry, the licensee appointed Drummond Capital as its investment consultant and managed account provider. At the same time, Mitchell worked ... |
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