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The FSC has pointed to new research validating digital advice as an entree to personal advice and preferable to finfluencers.
It has loomed as a test case but ASIC’s Federal Court action against SQM Research over its Shield rating appears headed for mediation.
AZ NGA has deepened its existing minority stake in Foundation Wealth Advisers to a full takeover, strengthening its presence in Tasmania.
Colonial First State has announced a partnership with Morrison which will see the fund invest in its global mid-market infrastructure assets.
JBWere has strengthened its team with two new appointments, Daniel Walsh as Executive, Advice and Ben Smoker as Head of Advice, NSW/ACT.
ATO and AHPRA has urged Australians to be cautious when considering compassionate release of superannuation.
The Morningstar manager research team has taken a close look at private credit and other semi-liquid investments and points to pitfalls.