Large platforms were not servicing small and mid-tier independent financial advisers with their MDAs, as it may be cheaper to cater to the big firms, a boutique firm said...
SMSF trustees who are more likely to receive financial advice were more confident in meeting their retirement goals compared to non-trustees....
More members switching super funds were demanding professional financial advice, with fewer people going to their employer....
While large-cap global share funds can be considered core holdings, advisers must understand how the underlying portfolio and strategy works....
The wealth management and super industries are struggling to attract new employees in the wake of recent EUs, even as hiring intentions are set to boom over the next 12 m...
The productivity commission’s suggestion of lifting the super preservation age has met with mixed reactions from peak industry bodies....
Financial advisers must monitor the legality of foreign investment into Australian property, amidst calls for transparent rules to govern the investors....
NAB Wealth appointed James Meade to the new role of head of partnerships development, which will focus on customer attitudes to financial advice....
Shaw Stockbroking re-brands itself to Shaw and Partners, even as it adds 15 advisers to the firm....
Majority of those aged over 50 felt they were victims of age discrimination in the workforce in the finance sector, a recruitment firm survey showed....
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...