ASIC has accepted an EU from Barakah Properties following concerns on how it raised funds to build an Islamic School in Melbourne. ...
Wealth managers should add insurance to their suite of offerings to target the high net wealth investor market, which otherwise remains largely untapped....
A new study suggests there is little empirical evidence to show super fund board independence leads to better investment performance, but it may lead to better perception...
While a limited licence may seem like a more cost-effective option for accountants, this may not be the case when back office, continuing support and professional indemni...
Macquarie has applied to the AAT to review ASIC’s decision to impose conditions on its AFSL following investigations into breach reports relating to client money provisio...
Kaplan has announced an intensive workshop for accountants on the advice giving process, and translating that into statements of advice....
The FSC, AIST, ASFA and ISA have all welcomed the Government’s move to enshrine superannuation in legislation, and hoped this would bring certainty to super policies. ...
Market volatility is once again driving a rise in client demand for margin loans, similar to the pattern seen in 2012 during turbulent market conditions. ...
Acquiring customers for robo-advice is a difficult task while making them pay for that service is almost impossible, according to a Melbourne Business School academic....
Yellow Brick Road has launched a Women in Finance Group to provide support for women in finance and small business operators working in a male-dominated space....
AMP has settled on two court proceedings: one class action which affected superannuation members and a second regarding insurer policies. ...
ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...
The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...
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...