An industry consultant is predicting a steep increase in costs around SMSFs making small APRA funds an increasingly viable alternative....
Industry fund trustees and executives believe SMSFs are not being appropriately regulated by the ATO and should fall under the watch of APRA....
Infocus Wealth Management’s ‘Succession Plan’ strategy has seen it acquire a fourth advice business....
Australians who seek financial advice are more confident that they will be able to support themselves through retirement without Government support, research reveals....
Eighteen months after it began its Wealth Management Project, ASIC confirms it is maintaining its surveillance of planners....
A purpose-built, client focused package could signal major turning point for the international and Australian industry, says CEO Nic Pollock. ...
Accountants may well have been acting rationally in not rushing to the new licensing regime, according to Premium Wealth Management’s Paul Harding-Davis....
The latest data from the Australian Bureau of Statistics suggests most Australians have come to terms with retiring after age 65 and mostly relying on their super....
The Australian Securities and Investments Commission (ASIC) has given the green light to businesses to provide customers with information in digital form....
Kiama-based financial technology firm Padua Financial Group (PFG) has launched a new online advice request system....
There needs to be careful consideration of the significant overlap between the requirements of the new professional standard framework under the new Standards Body and th...
Robo-advice and digital advice was hailed as the key to reaching the majority who don't seek advice. But with providers grappling with issues like generating revenue and ...
Defence Housing Australia which has promoted itself heavily in the financial adviser community is currently the subject of an AFP investigation....
Consumers’ desire for convenience means that typical nine to five hours are no longer suitable with clients seeking advice outside the traditional working day, YBR believ...
Financial planners and their clients face an inevitable period of uncertainty at a time of continuing volatility if the Government moves for a double dissolution election...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....