Guideway’s new AI-powered tool converts meeting recordings into compliant advice file notes, reducing the burden of recordkeeping on advisers to free up more time for cli...
As the world’s most populated country with a growth story fuelled by middle-class consumption, Indian equity markets are poised to be a winner in the long term, according...
Insight Investment Consultants has tapped a former Morningstar director to lead its new fund research ratings business along with hiring a senior investment consultant. ...
With commissioner Danielle Press to depart ASIC next month, the Treasurer has appointed three new commissioners to the corporate regulator....
The firm will seek a new CEO to succeed Andrew Clifford, who steps down after five years to focus on his position as co-CIO and co-portfolio manager of Platinum’s global ...
In partnership with EAM Global Investors, the fund manager has announced it will offer an exclusive global small cap strategy to the local market. ...
The former AFA president, NSW financial adviser and long-term contributor to the financial advice industry has passed away at the age of 89. ...
James Shipton has called out his former employer for failing to support or protect him during a six-month abusive ad campaign in 2020 by a defendant charged with offenses...
Announcing underlying NPAT of $36.5 million in its FY23 results, the firm has reaffirmed its focus on life insurance and will be exiting financial advice and wealth manag...
The firm has announced revenue growth of almost 30 per cent to $33.7 million in its annual results and will be seeking to reach $100 million by 2030, doubling its previou...
ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....
A former Victorian financial adviser has been sentenced after stealing $4.4 million from clients, family and friends to feed his “raging gambling addiction”....
A financial advice firm has been penalised $11 million in the Federal Court for providing ‘cookie cutter advice’ to its clients and breaching conflicted remuneration rule...
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...