The licensee leading YTD organic adviser growth; How can advisers avoid a PI claim?

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22 Mar 2024

Latest News Financial Planning The licensee leading YTD organic adviser growth With an increase of 25 advisers since the start of the year, Wealth Data has identified the licensee seeing the largest organic adviser growth. Read More Financial Planning How can advisers avoid a PI claim? A complex series of factors can cause financial advisers to get caught up in professional indemnity insurance claims – Numerisk's Richard Silberman shares how to avoid such events. Read More Financial Planning Financial services class actions rise 69% Financial services class actions are back on the agenda after a "brief reprieve" in recent years, reporting a 69 per cent rise in 2023, with crypto and ESG matters expected to fuel future actions. Read More Financial Planning Perth wealth manager expands to regional WA with accountancy partnership A Perth private wealth firm has expanded to take advantage of the demand for advice in regional Western Australia, driven by rising land values and intergenerational wealth transfer. Read More Funds Management ASIC hands down permanent ban to crypto fund director The corporate regulator has handed down a permanent ban to the director of a crypto fund, whom it deemed to lack "integrity, trustworthiness and judgement". Read More Financial Planning Iress and Striver partner to support advice talent pipeline Iress has announced a partnership with financial services career provider Striver to encourage new graduates and career changers into the financial advice industry. Read More Podcast Editorial Relative Return: Looking beyond the Magnificent Seven In this episode, host Laura Dew speaks with Christopher Chen, senior investment director, Asia-Pacific, at American Century Investments, about global small caps, technology stocks, and why ESG is not a political statement. Read More

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