LIMITED ADVICE

Financial planning

The affordability of advice issue can be solved through technology and MoneyGPS believes its tech can bridge the unmet advice gap for Australians who cannot afford compre...

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Financial planning

Advisers giving limited advice will need to explain what advice they cannot provide and the implications to fulfil best interests duty....

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SMSF

The SMSF Association has flagged its intention to use the current Australian Securities and Investments Commission review of advice affordability to redesign the limited ...

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Never miss the latest news and developments in wealth management industry

Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

6 days ago
Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

6 days 1 hour ago
Jasmin Jakupovic

How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...

1 week ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 1 week ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 1 week ago