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|Count Financial has expanded its member network with Sydney-based financial advice firm Small & Gunn joining its licence. Small & Gunn completed the transition to Count Financial in just a six week period after seeking a forward-looking licensee to ...|
|Nucleus Wealth and Arrow Financial Advice have partnered to launch a white label digital advice platform, set to feature actively managed portfolios and over 30 ESG filters. This will make it the most comprehensive robo advice service in the Australian ...|
|... watchdog has shifted to a no-action position on fee disclosure statements and renewal notice obligations for financial advice businesses in Victoria. The no-action applies to AFS licensees and representatives where their business is solely, or substantially ...|
|... behaviour, with more households in a fragile financial position than ever before and facing reduced access to financial advice. The research from CoreData, presented at the Financial Planning Association of Australia's (FPA) 'Uncovering the Value of ...|
|... Managing director of Russell Investments Australia, Jodie Hampshire, said: "We are seeing increased demand from many financial advice licensees and large practices for independent, world class investments, packaged and structured to suit specific client ...|
|... State has entered into a partnership with graduate coaching provider Striver in order to drive graduates into the financial advice industry. The partnership will see CFS assisting university graduates with support through education, mentoring and connections ...|
|... assets compared to male clients, a new study shows. Women are significantly more likely to receive undiversified financial advice than men, researchers from the Hong Kong University of Science and Technology found. Between 2018 and 2019, the academics ...|
|The number of Australians seeking financial advice has doubled from five years ago, a new report finds. According to Investment Trends, 2.6 million non-advised Australians want the services of a financial planner over the next two years. This demand ...|
|... 2015 and 31 May 2019). It is further alleging 51 instances (which it thinks should be treated separately) of financial advice to the eight sample clients resulted in two or more contraventions each of the best interests duty under the Corps act. The ...|
|... class action proceedings did not come without warning, as Piper Alderman made a call out for customers from the financial advice arms of AMP, CBA and Westpac who had either acquired, renewed or continue to hold a financial product on recommendation of ...|
BNP Paribas Asset Management's investments chief for the Asia Pacific has retired after more than three decades of service.
J.P. Morgan has begun moving its Australian customers over to its global accounting system, which will give local clients access to additional services.
The masterfunds sector lost $38.4 billion over the 2019-20 financial year but has almost recovered the losses instigated by the global pandemic, the latest Plan For Life data show.
A boutique manager has launched its Bermuda-based fund to the Australian market, with underlying assets in US life insurance policies.
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