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Findex will utilise Iress’ financial advice software Xplan across all areas of its financial advice and risk insurance business including its advice operations, complianc...
The Administrative Appeal Tribunal has upheld the Australian Securities and Investments Commission’s 2015 banning of former Provident Capital director, Michael Roger O’Su...
Chairman and fund manager Hamish Douglass is to take a leave of absence from Magellan Financial Group after a period of “intense pressure”....
The advice industry should not waste resources discussing changing the name of Statement of Advice (SOA) documents and instead follow what legislation requires, which is ...
Following months of discussion and consultation, Treasury has released its final report into the Retirement Income Covenant, stating it is confident superannuation truste...
The SMSF Association said recent bipartisan support for a 10-year adviser experience pathway did not meet the “original policy intent of enhancing professional standards”...
The $14.2 billion Magellan Global fund is among more than 40 funds exposed to Meta, which saw its worst one-day loss since listing in 2012 at the end of last week when it...
While inflation is the issue of the day, driven by supply chain issues and increased demand, Randal Jenneke from T. Rowe Price says the real concern is slowing earnings a...
The lower unemployment rate in Australia has helped Centuria Office REIT to post a growth in statutory profit to $63.6 million in HY22 as white-collar staff return to the...
Managed accounts have come a long way in the two decades that they have been growing in Australia, Liam Cormican writes, but the only thing holding them back is their com...
In reviewing investment portfolios, there have been several consistent themes arising when it comes to constructing a portfolio, writes Rowan Stewart....
Business processes, succession planning and system efficiency are among areas that advisers can focus on this year thanks to a lull in regulatory change, writes Oksana Pa...
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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...