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MM Weekender
23 Nov 2024
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Latest News
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Financial planning
‘Oaktree is only the start’: Overseas bidders target financial advice

The strategic partnership with Oaktree Capital and AZ NGA is likely to pave the way for overseas players looking to enter the Australian financial advice market, according to experts.

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Financial planning
Former Brisbane adviser charged over dishonest conduct

A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments for investments.

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Financial planning
Insignia’s Hartley on unlocking Shadforth and Bridges’ potential

As Insignia Financial looks to bolster its two financial advice businesses, Shadforth and Bridges, CEO Scott Hartley describes to Money Management how the firm will achieve these strategic growth plans.

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Financial planning
ASIC cancels Sydney AFSL over unpaid AFCA determination

ASIC has cancelled a Sydney AFSL for failing to pay a $64,000 AFCA determination related to inappropriate advice, which then had to be paid by the CSLR.

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Financial planning
‘One Jenga piece away from collapse’: Fragile data systems hindering advice

Inefficient data processes and systems mean advisers are spending over half of their time on product implementation and administration at the expense of clients, according to research.

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