Moving to Letters of Advice, abolishing safe harbour steps to comply with best interest duty and indexing the wholesale assets test are among proposals made by the Financ...
Guy Debelle, deputy governor of the Reserve Bank of Australia, is to leave the central bank next week after 25 years. ...
Accounting and wealth advisory firm, William Buck, has appointed a director to lead its wealth advisory team....
Monash Investors has initiated a short position on Magellan as it is concerned the firm will get significantly smaller in light of its underperformance. ...
Making initial advice tax-deductible would be a “no brainer” move by the Government to encourage people to seek advice, according to adviser Jonathan Wu....
Financial planning remains a male-dominated industry and women are held back by fear from making job moves to senior appointments....
Given the high starting rates, the impact of the Russian/Ukraine war on inflation is being underestimated, according to MFS, and it may be wise for investors to avoid ‘bu...
GQG Partners has seen funds under management fall to US$89.8 billion as the firm updates on its exposure to Russian assets....
A new online investing service has been launched by industry veteran, Simon Wu, to help close the advice gap and enable young people to access professional portfolio mana...
WealthO2 has made five hires to its firm in response to adviser demand following the merger with Roar and NEO earlier this year....


ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....
ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....
ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....
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...