Take-up of AI tools is inevitably spilling into the advice space, but new research suggests this does not signal a decline in ...
Quality of Advice Review lead Michelle Levy understood that accountability belongs with the licensee. Parliament should ...
Industry veteran Geoff Lloyd has added Australia's largest licensee owner Entireti to his portfolio of chair roles, alongside ...
Advice firms running multiple advisers, and licensees overseeing hundreds or thousands of them, are finding that the hardest ...
Ferras Merhi, the financial adviser central to ASIC’s investigation into the $1 billion Shield and First Guardian collapse ...
Innovative is one of the most used and overused words in wealth management, so much so that it has almost lost its meaning.
AustralianSuper’s decision to tip $500 million into an Indian government infrastructure fund comes amidst increased ...
Financial advisers will see a 27 per cent rise in the ASIC adviser levy, with the regulator’s cost recovery estimate for FY26 coming in at $48.72 million for financial advisers. ASIC released its Cost ...
Four directors of the Association of Independently Owned Financial Professionals have departed the board, citing concerns over the launch of a white label platform and future direction of the ...
ASIC chair Joe Longo says he doesn’t believe the Shield and First Guardian collapse will spell the end of the outsourced trustee model, rejecting suggestions that it is necessary for platforms to be ...
The ASX-listed parent company of Equity Trustees Superannuation Limited, EQT Holdings, has confirmed it will divest its super trustee-for-hire business in the aftermath of the $1 billion Shield and ...