Cloud software provider Class has signed an agreement with wealth accounting group Findex to provide a trust accounting solution for Findex’s family office clients....
Xplore Wealth has launched a wrap platform for discretionary investments, superannuation and pension money, the first in a series of planned products for the firm....
Corporate whistleblowers will have stronger rights and protections from today after the Australian Securities and Investments Commission updated regulatory guidance. ...
As Australia enters a new financial year, there are several changes to be aware of which will affect areas such as super contribution and mortgages. ...
SMSF trustees are being encouraged to review their current finance rates after changes to the safe harbour rates benchmark affecting LRBAs. ...
New sales of individual life risk have reached their lowest value over the last five years, falling 11 per cent from $1.3 billion to $1.1 billion over the 12 months to Ma...
Technology stocks are likely to be most vulnerable from a US/China trade war, say Principal Global Investors, describing the battles as a ‘technology cold war’. ...
The addition of Kuwait to the MSCI Emerging Markets index should encourage investors to consider emerging markets through a Middle East and North Africa perspective, says...
Taking a templated approach to financial advice has seen a financial adviser banned from providing financial services by the Australian Securities and Investments Commiss...
The Financial Adviser Standards and Ethics Authority has released an online tool to give advisers feedback on their required education pathway. ...
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...