How can advice firms avoid an AFSL failure?; Platinum forecasts $1.2bn in redemptions

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10 Apr 2024

Latest News Financial Planning How can advice firms avoid an AFSL failure? With 4.2 financial advice firms expected to fail per year, what type of problems can occur that could cause a licensee or micro-AFSL to go under? Read More Funds Management Platinum forecasts $1.2bn in redemptions Platinum Asset Management has reported its latest funds under management figures, with the firm forecasting a further $1.2 billion in redemptions ahead from its institutional and wholesale business. Read More Promoted Content More Super power to you Enhance the value of your advice and empower more Australians to achieve their super goals. Innovation that delivers. Funds Management Five themes in future ETF development Five industry commentators have shared their insights on the future of ETFs, including a possible US$1 trillion ETF and more active ETF vehicles. Read More Financial Planning Counterclaim filed in Sequoia legal action Sequoia Financial Group has received a defence and counterclaim from Tim McGowen regarding the acquisition of Informed Investor. Read More Financial Planning Mayfair 101's Mawhinney charged with dishonest conduct The head of Mayfair 101, James Mawhinney, has been charged with four counts of engaging in dishonest conduct. Read More People & Products Adviser Ratings and Zenith appoint senior hires Adviser Ratings has appointed a new product director to its ranks, while Zenith Investment Partners welcomes back a former partner and senior investment consultant to the firm. Read More Expert Analysis Expert Analysis How to value a financial planning practice in 2024 The demand for financial planning businesses for sale isn't decreasing but firms need to know how to value their business to achieve the best price, writes Fiona Ettles. Read More

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