Take-up of AI tools is inevitably spilling into the advice space, but new research suggests this does not signal a decline in ...
Industry veteran Geoff Lloyd has added Australia's largest licensee owner Entireti to his portfolio of chair roles, alongside ...
Quality of Advice Review lead Michelle Levy understood that accountability belongs with the licensee. Parliament should ...
Innovative is one of the most used and overused words in wealth management, so much so that it has almost lost its meaning.
Ferras Merhi, the financial adviser central to ASIC’s investigation into the $1 billion Shield and First Guardian collapse ...
Advice firms running multiple advisers, and licensees overseeing hundreds or thousands of them, are finding that the hardest ...
AustralianSuper’s decision to tip $500 million into an Indian government infrastructure fund comes amidst increased ...
Former Minister for Financial Services Stephen Jones has been appointed Ambassador and Permanent Representative to the Organisation for Economic Cooperation and Development in Paris, France. Earlier ...
AFCA complaints about Shield and First Guardian have reached 3429 as ASIC has spent the past few weeks catching the attention of investors who are unaware they may have been invested in the schemes.
AI has made public authority commercially valuable, but many financial services firms still treat public communication as a compliance risk to be contained, rather than an asset to be managed. That ...
An executive at one of Australia’s largest superannuation platforms could not tell ASIC what the advice fee cap was on their own product. They didn’t just not know the number, they didn’t even know ...
The Financial Advice Association Australia has questioned the impact of continued tinkering with superannuation laws from the government, arguing Treasury needs a clear roadmap for change ...