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| | | ... He acknowledged concerns raised by regulators about poor conduct and consumer harm arising from inappropriate advice practices. Referencing ASIC's recent work on advice fee deductions, Mulino said the regulator had uncovered serious governance failures ... |
| | | | Financial advice practices are serving more clients, charging higher fees and reporting record levels of satisfaction with their licensees, despite the weight of compliance, according to CoreData. The average number of clients per practice has increased ... |
| | | | ... join our team as we continue our focus on building Warakirri's relationships with family offices, financial advice practices, researchers and high-net-worth clients," Devlin said. "Mani's strong network, coupled with his significant experience ... |
| | | | ... Stevens' Jacqueline Fernley founded the new outsourced chief investment office (OCIO) as a dedicated resource for advice practices, family offices, charities and foundations. Brad Creighton will join as co-chief investment officer, sharing investment ... |
| | | | ... board and his insights are invaluable," he added. "A key goal for us is to drive the productivity dividend inside advice practices and the board plays an important role in assisting us to execute our strategy and realise our ambitions." Younger noted ... |
| | | | WT Financial (WTL) is betting on scaling advice practices by consolidating its Hubco strategy, under which it is selling its consumer-facing subsidiaries to its first Hubco investment, Titan Advice Group (TAG). It is divesting from its subsidiaries ... |
| | | | Most financial advice practices are ill-prepared to manage the sudden death or permanent disablement of a principal, according to new research, underscoring widespread gaps in succession and contingency planning. Business Health's newly released What ... |
| | | | ... and PictureWealth creates a natural alignment. Through the PictureWealth Group, there are now more pathways for advice practices to work with us, regardless of the licensing structure they have in place." Pettit said that with Capstone joining them ... |
| | | | Centrepoint Alliance will acquire Queensland financial advice practices Cairns Wealth and Pinnacle Wealth for $3 million from Astute Financial Management. The two practices, which operate within the Astute network, will add three advisers to Centrepoint ... |
| | | | ... specialist. Srinivasan oversees the distribution strategy for its managed portfolios across licensees, platforms, advice practices and financial advisers. Abraham works alongside the account managers and business development team to support advisers ... |
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