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With the role of BDMs evolving, AMP chief executive Alexis George admitted the firm “didn’t spend enough time on selling” and a renewed focus on this division is successfully helping to boost its cash ...
AMP has announced a senior appointment to its North leadership team, reinforcing the firm’s commitment to the advice industry.
HUB24 has seen net inflows of $5.3 billion in the fourth quarter of FY25, helped by $1.2 billion from Equity Trustees which concluded its 18-month migration.
Scarcity Partners believes the dynamics playing out in the managed account and outsourced chief investment officer market are “here to stay” based on positive developments in financial advice.
ASIC has issued infringement notices to two AFSLs over financial advisers providing personal advice while they were unregistered.
While the last several months have seen increased market volatility, particularly in the US, advisers said there are multiple reasons why there has been an increase in defensive asset flows.
A new artificial intelligence tool designed to shake up traditional financial advice business models, led by Raiz Invest founder George Lucas, has launched to the public.
Despite an “eye-watering” $4.7 billion paid in remediation, ASIC believes fees for no service is still an active issue and has made multiple investigations of alleged incidents.
Generation Development Group (GDG) has appointed former Evidentia chief executive Peter Smith as an executive director. Smith will join the board with immediate effect, and the firm said he has ...
Adelaide financial planning firm Retirement Strategies has been acquired by independent advisory group Calder Wealth Management.
PIMCO has confirmed the departure of its local managing director and named the successor to take up the position. Rob Mead has served at the fund manager for more than two decades and is currently its ...
With 66 per cent of newly established advice licensees being sole advisers, what are the risks and legal ramifications to consider when taking the plunge into self-licensing?
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