Clarity and certainty has been given around when records of advice can be used instead of a statement of advice.
The record of advice relief measure is extended to April 2022, as well as the “time critical” relief measure that ...
The corporate regulator has released guidance on how advisers should be giving records of advice provided under the temporary COVID-19 ...
The relief measure allowing advisers to provide a record of advice rather than a statement of advice to clients that ...
Responding to adviser submissions, the Australian Securities and Investments Commission has confirmed it is considering providing regulatory relief so that ...
The cost of delivering advice could be reduced for both advisers and superannuation funds if the Australian Securities and Investments ...
Superannuation funds would be able to deliver advice around the questions most asked by members via a record of advice ...
The FPA has partnered with three fintech providers to allow advisers provide early super advice more efficiently.
FPA, SMSFA, CA ANZ, CPA Australia and IPA financial adviser and registered tax agent members have been provided a template ...
In financial markets, excitement drives headlines. Equity markets rise, fall, and recover — creating stories that capture attention. Yet sustainable...
Winner of Executive of the Year – Funds Management 2025After years at Goldman Sachs and Credit Suisse, Jonathan Belz founded...
Cryptocurrency liquidity has become a cornerstone of sophisticated wealth management strategies, with real-time settlement capabilities revolutionizing traditional investment approaches. The...
In this episode of Relative Return, host Laura Dew chats with Roy Keenan, co-head of fixed income at Yarra Capital...
