LICENSE
Superannuation
The regulatory body will restart licensing activity for banks, insurers, and super funds with the first phase to start in September, 2020, and the second in March, 2021....
Funds management
Invesco Shanghai has registered as a private fund manager with the Asset Management Association of China....
Financial planning
It will be business as usual for InterPrac following Sequoia’s purchase of the licensee, with the firm to remain independent of institutional influence....
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...