Two reports have highlighted potential problems around the $4.9 trillion intergenerational wealth “tsunami”, particularly for women who are most likely to be a beneficiar...
One year after launching their own financial advice businesses, two advisers share their reflections with Money Management including the challenge of balancing steady gro...
While previous data often portrays female investors as more risk-averse and unconfident compared to male counterparts, JBWere research shows high-net-worth women have sim...
Former chair of the House of Representatives’ Standing Economics Committee, Tim Wilson, is planning a return to politics after losing his seat in the 2022 federal electio...
The second CSLR levy period payable by financial advisers could increase to as much as $39.4 million if AFCA processes all DASS complaints by March 2025....
The proportion of new entrants who decide to remain in the financial advice profession is on the rise but overall numbers are still insufficient, according to Wealth Data...
Corrs Chambers Westgarth, the law firm handling AMP’s buyer of last resort proceedings, says it is yet to file documents relating to the settlement sum, as the case manag...
ASIC has reminded advisers that their registration requirements are an ongoing obligation, having met the first deadline on 16 February, and highlighted when a registrati...
With an increase of 25 advisers since the start of the year, Wealth Data has identified the licensee seeing the largest organic adviser growth. ...
A complex series of factors can cause financial advisers to get caught up in professional indemnity insurance claims – Numerisk’s Richard Silberman shares how to avoid su...
Financial services class actions are firmly back on the agenda after a ‘brief reprieve’ in recent years, reporting a 69 per cent rise in 2023, with crypto and ESG matters...
A Perth private wealth firm has expanded to take advantage of the demand for advice in regional Western Australia, driven by rising land values and intergenerational weal...
How did the licensee not check this - they should be held to task over it. Obviously they are not making sure their sta...
Faking exams and falsifying results..... Too stupid to comment on JG...
Must agree to disagree with you on this one Keith, with the Banks/Institutions largely out of advice now is the time to ...