More SMSF trustees are seeking inexpensive ‘discounter’ advice online or over-the-phone as they look for low fees and charges, an industry consultant reports. ...
ASIC has accepted an EU from Barakah Properties following concerns on how it raised funds to build an Islamic School in Melbourne. ...
Wealth managers should add insurance to their suite of offerings to target the high net wealth investor market, which otherwise remains largely untapped....
A new study suggests there is little empirical evidence to show super fund board independence leads to better investment performance, but it may lead to better perception...
While a limited licence may seem like a more cost-effective option for accountants, this may not be the case when back office, continuing support and professional indemni...
Macquarie has applied to the AAT to review ASIC’s decision to impose conditions on its AFSL following investigations into breach reports relating to client money provisio...
Kaplan has announced an intensive workshop for accountants on the advice giving process, and translating that into statements of advice....
The FSC, AIST, ASFA and ISA have all welcomed the Government’s move to enshrine superannuation in legislation, and hoped this would bring certainty to super policies. ...
Market volatility is once again driving a rise in client demand for margin loans, similar to the pattern seen in 2012 during turbulent market conditions. ...
Acquiring customers for robo-advice is a difficult task while making them pay for that service is almost impossible, according to a Melbourne Business School academic....
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...