Clarity Financial Planning Pty Ltd (Kirrawee)

Adviser fakes exam certificate, cops ASIC ban

26 April 2024, 12:25pm

ASIC has slapped a permanent ban on a financial adviser who doctored her exam certificate and continued to provide advice without the proper qualifications. Read more

Sequoia chief's job at stake in upcoming EGM

26 April 2024, 12:16pm

Sequoia Financial Group will hold an Extraordinary General Meeting (EGM) in June that will consider a resolution to remove chief executive and managing director Garry Crole. Read more

Goldman Sachs ditches robo-adviser Marcus Invest

26 April 2024, 11:57am

The investment bank is offloading Marcus Invest to Betterment just three years after announcing it will launch the digital adviser. Read more

Fortnum, PFS launch parent company

22 April 2024, 12:38pm

Fortnum Private Wealth and its newly acquired advice business Professional Financial Services (PFS) will operate under a newly launched parent company brand, Entireti. Read more

Court approves $16m DASS settlement

19 April 2024, 12:35pm

The Federal Court has approved the settlement reached in the $16 million class action brought against Dixon Advisory & Superannuation Services (DASS) following a two-week delay. Read more