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KBIGI awarded five star rating for three responsible investing modules in 2025
The modules were relevant to KBIGI’s overall approach to responsible investment and management of equities in its annual ratings for 2025
ASIC bans another former MWL adviser for role in Shield misselling
Melbourne-based financial adviser Raluca Terheci has been banned from providing financial services
People moves: Craven Street, Nomura, RBC
Each week, we round up the latest people moves across the investment and financial services industry
Latest news | 5 Mar 26
Surge in HNWIs choosing cash over investments, Flagstone research shows
The advisers canvassed shared that 38% of HNWIs are comfortable holding more cash than they did three years ago
Conquest Planning announces new AI capabilities
SAM Guide introduces an agentic experience directly within the adviser application, so advisers will be able to ask it natural language questions