Findex has signed a deal with software provider, Class Super, to provide it with cloud-based SMSF services....
Financial advisers need to be aware of ageing clients experiencing cognitive decline as they could be more vulnerable to financial fraud and abuse from strangers and fami...
Organisations demonise and pacify whistleblowers as mentally ill in order to discredit their claims against the firm, which leads to a vicious cycle of mental illness....
Former Guardian Advice group, Griffin Financial Services, has joined Fortnum after Suncorp exited its financial planning businesses last year....
Female investors and those aged over 45 are more satisfied with their advisers, while those aged over 60 were less satisfied with their adviser’s technical ability. ...
Financial planners have been told they need to proactively prepare their clients against the impacts of ageing and cognitive decline – a risk that they cannot afford not ...
Accountants have been warned partnerships are not the ideal structures for limited licenses as it can restrict appointments of authorised representatives and succession p...
Family trusts may suddenly seem more attractive in light of the changes to the superannuation system in the Federal Budget, according to HLB Mann Judd. ...
Super system changes including decreasing the concessional contribution cap will send shock waves through the SMSF sector, that was hoping parameters were bedded down. ...
Non-aligned group, Libertas Financial Planning, launches an accountants’ licensing package, with software that creates SOAs and walks them through compliance processes....
Insignia Financial has made four appointments, including three who have joined from TAL, to lead strategy and innovation in its retirement solutions for the MLC brand....
A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...
ASIC has cancelled a Sydney AFSL for failing to pay a $64,000 AFCA determination related to inappropriate advice, which then had to be paid by the CSLR. ...
Interesting. Would be good to know the details of the StrategyOne deal....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...
increased professionalism within the industry - shouldn't that say, FAR register almost halving in the last 24 months he...