It is a question of “how” rather than “if” asset managers will integrate artificial intelligence, according to Mercer, with 90 per cent of managers already using it or pl...
Administrator Deloitte has shared how much Shield Master Fund investors could receive in estimated returns if the scheme is successfully wound up. ...
Candidates waiting until they feel confident to sit the exam has helped the pass mark for the financial advice exam reach the highest since ASIC took over its administrat...
The development of a new advice document presents a “blank canvas” for advisers to create a suitable document replacing statements of advice, says Adviser Ratings....
Magellan has seen its funds under management surpass $39 billion to the highest volume since August 2023, helped by three fund launches in association with Vinva Investme...
ASIC has warned licensees are demonstrating an “acceptance for internal non-compliance” when it comes to the reportable situations regime as a review finds a licensee too...
Centrepoint Alliance has formally launched its investment and superannuation platform IconiQ, in association with technology firm FNZ, as it looks to tap into the $1.1 tr...
Queensland financial advice firm MiQ Private Wealth has become the latest practice to utilise Yodal’s software for a digital estate planning solution as it expands its cl...
Yarra Capital Management has received a top rating for its Enhanced Income Fund from research house Lonsec....
Wealth Data has shared an updated ranking of the five largest Australian financial advice licensees, with just 59 advisers separating the firms in the lower half of the t...
Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...
ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...
ASIC has banned a former NSW adviser from providing advice for 10 years for investing at least $14.8 million into a cryptocurrency-based scam. ...
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...