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moneymanagement.com.au > news > financial-planning

‘No free lunch’ for advisers in alternatives

moneymanagement.com.au > news > financial-planning

Crypto promoter pleads guilty to providing unlicensed financial services

...John Louis Anthony Bigatton of Carss Park, NSW, pleaded guilty to... ...He appeared before the Sydney District Court on 16 May 2024 and pleaded... ...This was in relation to his role as the Australian National Representative... ...Previously, Bigatton had been banned by ASIC in 2020 from providing...

moneymanagement.com.au > news > financial-planning

‘Back in black’: New entrants turn YTD adviser numbers positive

...in black’,” noted Wealth Data founder Colin Williams, with the net... ...Wealth Data new entrants adviser numbers Financial adviser numbers... ...Insignia Group picked up two advisers, one at Bridges Financial Services... ...as Macquarie Group, Findex and Centrepoint Group....

moneymanagement.com.au > news > financial-planning

Jones commits to passing QAR within a year

moneymanagement.com.au > news > financial-planning

Count equity firm makes Qld acquisition

...to pass down $1m and more Mark Yates, principal and owner at MD... ...Commenting on the announcement, Count chief executive Hugh Humphrey... ...Minister for Financial Services, Stephen Jones, has said he did not... ...This included Count Gold Coast, an equity firm of the broader Count...

moneymanagement.com.au > news > financial-planning

Over 1 in 10 Aussies plan to pass down $1m and more

...Jones commits to passing QAR within a year Count equity firm makes... ...Adviser Ratings wealth transfer intergenerational wealth financial... ...Minister for Financial Services, Stephen Jones, has said he did not... ...ASIC has cancelled the AFSL of a Gold Coast advice firm, its tenth...

moneymanagement.com.au > news

Vanguard appoints CEO from rival passive player

...vanguard ishares blackrock ceo Global investment giant Vanguard has... ...appointed a new CEO as Tim Buckley steps down after more than 30... ...Taking over Buckley’s chair role will be Mark Loughridge, Vanguard... ...Salim is an exceptional leader who is aligned with Vanguard’s mission-driven...

moneymanagement.com.au > news > financial-planning

Are accountants and teachers a solution for advice shortage?

moneymanagement.com.au > news

Iress investigation finds breach affected OneVue

...Iress completed a sale of its OneVue platform business to Praemium... ...user space on GitHub was detected on 11 May.... ...Fidelity Australia managing director Lawrence Hanson has announced... ...The latest monthly Bank of America global fund manager survey has...

moneymanagement.com.au > news > financial-planning

How can advisers hyper-personalise their client offerings?