It was, however, operating illegally at the time, functioning outside of the existing regulatory and consumer protection ...
While artificial intelligence (AI) should and will not replace the deeply valued face-to-face element of financial advice, ...
Congratulations on winning Holistic Adviser of the Year for both NSW and Australia at the ifa awards, what do you think set you apart to win this award? I am a member of the VINARC community group, ...
On Tuesday, the Australian Financial Complaints Authority (AFCA) said that despite both United Global Capital and Next Generation Advice both nearing the end date of their membership with the external ...
In a submission to Treasury, the FAAA stated that the recent Shield and First Guardian collapses “clearly” demonstrate a need to change the regulation and governance of MISs. “We would prefer to be ...
MLC Expand’s new Retirement Boost covers both the savings and retirement income phases for members, and follows a partnership with TAL and Challenger last year to develop the product. Speaking with ...
Deborah Jenkins has been appointed as AFCA’s inaugural chief customer officer (CCO), Stevie-Ann Dovico as its inaugural chief technology officer (CTO), and Brigid Parsonson as chief operating officer ...
On Monday, Sequoia informed the ASX that it has “agreed with ASIC to withdraw the Revocation Deed entered by Sequoia on 12 September 2025”. “Sequoia confirms that that the release of subsidiaries from ...
Natalia Clack, director of Super Easy, said the appeal of an SMSF for many people is the ability to move beyond the standard ...
Overall, HUB24 remained the topped ranked platform for advisers in the 2025 Platform Competitive Analysis and Benchmarking ...
The Sydney-based firm will operate within the Fiduciary Partners ecosystem and forms the first step in what the group has described as building an “OCIO Collective”. Arcpoint OCIO founder and chief ...
Australian investors have entered this year with a markedly different mindset to that of the early 2020s. While the domestic economy remains resilient, with expected growth of around 2.1 per cent, ...
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