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ASIC has released its annual report for the 2023–24 financial year, recording a 43 per cent year-on-year rise in alleged misconduct reports. ...
INDUSTRY NEWS
National advice firm Wealth Architects has acquired regional advice firm PKF Wealth in Tamworth as part of its strategy to provide financial advice to regional communitie...
INDUSTRY NEWS
Financial advisers are likely to see their next levy for the Compensation Scheme of Last Resort exceed the subsector cap of $20 million....
INDUSTRY NEWS
Investment and advice complaints to AFCA dropped by over a quarter in FY24 but inappropriate advice remains the most prevalent complaint afflicting the sector....
INDUSTRY NEWS
The wealth management sector is bucking the global trend of declining M&A and two industry-specific factors could mean it sees a further uptick in 2025, according to Delo...
INDUSTRY NEWS
The regulator has cancelled the AFSL and credit licence of liquidated Ultiqa Lifestyle Promotions following a $19,000 unpaid AFCA determination that was paid by the CSLR....
INDUSTRY NEWS
The financial planning software designed for advisers has rebuilt its platform and brought its development team in-house to better adapt to industry changes....
INDUSTRY NEWS
Nearly half of financial advisers worldwide view the intergenerational wealth transfer as an existential threat, Natixis Investment Managers finds, as one-third say they ...
INDUSTRY NEWS
In the firm’s financial results for the three months to 30 September, the platform reported quarterly inflows of $139 million as adviser outflows lessened. ...
INDUSTRY NEWS
Court details show the extent of an “advice model” run by United Global Capital that justified its winding up earlier this month....
INDUSTRY NEWS
Under new OAIC guidance, financial advisers who opt to use AI to provide advice have an obligation to demonstrate to clients how they reached their decisions and why that...
INDUSTRY NEWS
Digital advice platform Otivo chief executive, Paul Feeney, has detailed how its partnership with Colonial First State is expanding the accessibility of advice as it look...
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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...