Research has forecast how financial advice landscape demographics could look in 2050, including how many more Australian consumers will need complex advice....
Perth-based estate planning specialist Succession Matters has announced a partner appointment as the firm prepares its own business succession plan....
The Financial Services Council has recommended changes to regulatory design as millions more consumers are expected to need advice in the coming years....
Two wealth managers focused on high and ultra-high-net-worth clients have announced a merger, with over 180 years of history between them....
LGT Crestone has made two senior hires to its Melbourne office to boost growth in its high-net-worth and family office services, making 10 appointments from Escala Partne...
The acquisition of Maple-Brown Abbott is expected to be earnings accretive for Antipodes Partners and presents it with complementary asset classes for future growth....
Pinnacle managing director Ian Macoun has shared an update on its newest UK affiliate as he flags how almost three-quarters of FY24 net flows come from international inve...
ASIC has confirmed it was “unnecessary” for the regulator to intensively interview Dixon Advisory advisers about the problems at the firm....
AFCA is considering whether complaints against advice licensee United Global Capital, which saw its AFSL cancelled this week, will be covered by the CSLR and how many com...
Compliance firm Cowell Clarke has shared information on how licensees should investigate a possible reportable situation at their firm and when to tell the regulator....
The RBA has handed down its much-anticipated rate decision, following widespread expectations of a close call....
ASIC has confirmed the industry funding levy for the 2024–25 financial year, and how much licensees can expect to pay....
The Federal Court has made interim travel restraint orders against two Falcon Capital directors, while also freezing one director’s assets....
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...