Quality of Advice Review lead Michelle Levy understood that accountability belongs with the licensee. Parliament should ...
Super Consumers Australia has reignited calls for mandatory customer service standards after an undercover study of 20 major super fund call centres gave the industry a failing grade. The consumer ...
Financial advisers will see a 27 per cent rise in the ASIC adviser levy, with the regulator’s cost recovery estimate for FY26 coming in at $48.72 million for financial advisers. ASIC released its Cost ...
Industry veteran Geoff Lloyd has added Australia's largest licensee owner Entireti to his portfolio of chair roles, alongside ...
Ferras Merhi, the financial adviser central to ASIC’s investigation into the $1 billion Shield and First Guardian collapse ...
AustralianSuper’s decision to tip $500 million into an Indian government infrastructure fund comes amidst increased ...
The government says tax changes to discretionary trusts won’t impact 90 per cent of small businesses as it consults on reforms proposed in the May federal budget that will include rollover relief for ...
Morgan Stanley Wealth Management will move a subset of its clients off its legacy platform onto Netwealth after an agreement was made with the ASX-listed platform provider. Netwealth told the ASX that ...
Advice firms running multiple advisers, and licensees overseeing hundreds or thousands of them, are finding that the hardest ...
Innovative is one of the most used and overused words in wealth management, so much so that it has almost lost its meaning.
Only 17 per cent of high-net-worth clients around the world say their advice feels “seamless and personalised”. The 30th ...