The stockbroking industry should not be targeted in ASIC’s cost recovery program as most complaints are against financial planners. ...
Financial advisers need to talk to high net worth clients about leaving a charitable bequest in their will, and they should know what questions to ask....
BT Group Licensees have launched a digital learning channel with educational programs for financial advisers. ...
Two former NAB executives have launched an online cloud-based wealth advice service for members who did not visit financial planners. ...
Macquarie University’s launches Masters of Banking and Finance course for students wanting to enter the banking and finance industry....
The least wealthy sections of the country will be fully reliant on the Age Pension to achieve even a modest lifestyle, a white paper found....
MLC Advice Solutions state manager, Duncan McPherson, has joined Lonsec Fiscal Group subsidiary Adviser Network as chief executive....
Advisers should not forget the role of dynamic asset allocation for retiring Australians, even as the super system is set to reach $9 trillion by 2040....
Perpetual Corporate Trust has been appointed as responsible entity for seven funds, and will oversee its risk, compliance and governance issues....
More financial planners were opting for separately managed accounts, with almost half of planners surveyed finding constantly monitoring direct shares a deterrent....
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...