Investors in real estate, both direct and listed, can benefit from a higher inflation environment, according to Quay Global Investors....
The complexity of compliance frameworks for financial advice makes it more difficult to be a multidisciplinary adviser....
Global dividends will regain pre-pandemic highs in next 12 months as Q2 sees payouts jump 26% year-on-year, according to Janus Henderson. ...
Sequoia will continue to acquire mid-tier licensee service businesses to provide services to 1,000 advisers by 2025....
The Financial Planning Association of Australia has appointed Marc Olynyk as its new chair of the Financial Planning Education Council....
Only 203 advisers have had disciplinary actions taken against them by the corporate regulator since 1993, according to Wealth Data. ...
EQT Holdings has announced a 43% year-on-year growth in funds under management, administration and supervision to $144 billion for the year. ...
Servicing retail clients has become more and more risky for several advice groups due to the complex compliance requirements....
The Financial Services Council has released the second draft of the life insurance code of practice for public consultation. ...
The wealth management market has seen a growth of $266 billion during financial year 2020-21 despite the overall share in the financial services market declining by 0.9% ...
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...