William Buck is pushing for the safe harbour implementation to prevent liquidation, and said companies go into liquidation due to lack of financial advice and a financial...
The creators of AdviserLogic software launched a cloud-based revenue management software specifically for Australia’s financial services licensees....
Australia has one of the highest ageing population rates in the world but legislation continues to shackle innovation. Malavika Santhebennur explores whether any progress...
Advisers may be eager to use annuities but until rigid product definitions and the inconsistent tax treatment of annuity products are removed, innovation will be shackled...
The GFC may have seen a push for annuities, but a well-diversified portfolio, rather than just a defensive one, can hold retirees in good stead. ...
Lonsec Research chief executive, David Erdonmez, will move to PIMCO as its senior vice president and account manager. ...
Mercer has moved to wealth management platform Sonata as part of an upgrade to its benefits administration sector. ...
Merger and acquisition activity jumped amoung accounting firms as the Baby Boomer group moved into retirement, while financial advisory firms were resisting....
The corporate regulator has launched a money toolkit tailor-made for women, as part of its push for financial literacy....
Rising to the top of the heap does not happen overnight. Rather, it is about laying the foundation over many decades, adhering to investment strategies and products, and ...
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...