intelliflo has delivered two further updates to the client engagement and experience features of its solution for financial advice practices.
Updated AFCA data has confirmed how Dixon Advisory continues to linger on the books while collapsed UGC adds cost to the CSLR.
Shadforth has broadened its Melbourne advice footprint with the acquisition of PMD Financial Advisers as part of a strategic growth strategy.
A new managed accounts player has entered the market, with Entireti offering its network a managed account and portfolio management service.
ASIC has issued a warning to advisers to get their details up to date on the Financial Adviser Register or risk losing practice rights.
The CSLR itself has questioned the sustainability of AFCA’s ‘but for’ compensation approach and recommended a ‘capital losses’ formula.
The FAAA has chipped Govt agency, Jobs and Skills Australia for failing to appropriately recognise the shortage of financial advisers.
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As Australia’s superannuation funds come under increased scrutiny from more sophisticated cyberattacks and scams across the financial sector,
Join Paul Moore, CIO of PM Capital, live as he reflects on 40 years in markets and the lessons for investors today.
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