The cost of providing a Statement of Advice to superannuation fund members is thousands of dollars more than for a Record of Advice, according to ASFA, and consumers find...
Possible insurance changes as a result of superannuation fund mergers should be a talking point for advisers to demonstrate their value when it comes to insurance advice....
Research by Wealth Data has revealed the total number of advisers who have enough experience to qualify for the proposed experience pathway if it is enacted....
Magellan has confirmed Hamish Douglass will return to the firm in a consultancy role from October 2022....
Advisers are being “left in limbo” by the lack of confirmation of the experience pathway with FPA chief executive, Sarah Abood, expecting to see certain constraints added...
Firms in the wealth management and superannuation space must be wary of putting themselves at risk of non-compliance by taking a reactive rather than proactive approach t...
The Financial Planning Association of Australia is “very, very hopeful” that it will be able to achieve success in the Quality of Advice review by making a joint submissi...
There is a new shadow minister for financial services in the Opposition while Jane Hume will take on a new role of shadow finance minister....
Apostle Funds Management has hired Eric Chu as its chief operating officer, a newly-created role for the firm....
Spaceship Capital chairman Paul Dortkamp has been banned by ASIC for a “fundamental oversight” related to his responsibilities, less than six months after its former CEO ...


ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....
BlackRock Australia plans to launch a Bitcoin ETF later this month, wrapping the firm’s US-listed version which is US$85 billion in size....
ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...