Changes to LRBA arrangements have topped adviser queries but no immediate change is required in strategies just yet, according to BT Advice Technical....
Existing financial planners contemplating exiting the industry due to the new educational requirements should re-think their options due to the high demand for advice fr...
IOOF has appointed Paul Crisci as Australian equities portfolio manager in the IOOF Investments business, replacing now CIO, Dan Farmer....
ASIC has accepted an EU offered by Financial Index Australia after surveillance found various concerns in policies and procedures in its financial advice business....
CFM’s Institutional Systematic Diversified Trust has been added to the Macquarie and BT Wrap platforms....
Synchron’s former Queensland state manager, Gerry Porter passed away on 29 July....
ASIC’s Greg Medcraft has used a speech to emphasise the need for all Australians approaching retirement to seek financial advice to navigate the complexities....
Financial Choice, run by ASIC chair, Greg Medcraft’s cousin, Russell Medcraft, has been fined over $21,000 for misleading representations....
ANZ Wealth has launched a pilot program for its OneCare customers to promote a healthy lifestyle in an effort to curb claims....
Convincing product committees to get managed accounts onto APLs used to impede planners from using them but this trend was now shifting....
ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....
The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....
ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...