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The compliance software provider has acquired consultancy provider MIntegrity in a move Complii chairman Craig Mason hopes will “open the door” to further business opportunities.

A visit to an adviser at a young age gave Paul Nicol pause for thought. Instead of just investing with the help of a financial planner, why not put in the hard work and become one?

With the right application, education bonds can provide a long term savings plan for a child or grandchild’s education that is both flexible and tax-savvy.

Much of the 2.4 per cent decline in global wealth in 2022 – the second-biggest this century – stemmed from US dollar appreciation, but even controlling for exchange rates it was the slowest wealth increase since the GFC, UBS and Credit Suisse said in a new report. And for the first time, Australia did not record the highest median wealth in the developed world.

Of the 8,946 practitioner advisers who belonged to either industry group before their April merger, 8,093 have renewed their membership with the merged entity. The FAAA was “very pleased” with the 90 per cent renewal rate, its CEO said, urging stragglers to renew before a grace period ends next month.

It’s deja vu for global supply chains, but this time it isn’t a wayward tanker in the Suez Canal, but rather a lack of water in the Panama Canal that is threatening to derail trade, curb company profits and drag GDP all over the world.

By age 24 he had more clients than he could handle. On his 26th birthday Josh was appointed as a director at Link Wealth Group. “I hit the ground running,” he says. “I enjoyed doing it and just engulfed myself in it.”

The Australian Taxation Office has extended its data collection to more rigorously check numbers in FY23 tax returns and cut down on tax cheats. Advisers and their accountants are passing the message onto taxpayers.

Hatry’s downfall certainly provides a cautionary tale of the dangers of financial excess and the depths individuals will plumb in seeking to avoid exposure and catastrophe.

Two years after the launch of its inaugural direct lending fund, Epsilon have forged a partnership with a prominent multi-office family to debut a new low correlation private credit fund.

The barriers to enter the advice profession differ significantly between the two nations, as do the regulatory parameters. Despite the differences, the US and Australian advice industries have a big problem in common.

After a string of high-profile incidents, the sale of Australia’s largest listed cybersecurity company, Tesserent (ASX:TNT) to French multinational Thales is a reminder of the value in carefully selected small cap stocks.