Diverger has made an offer to acquire Centrepoint Alliance, a move that would create one of the largest licensees behind only Insignia and AMP. ...
The corporate regulator has outlined a key focus on product labelling and advertising. ...
The federal government has sought to clear up uncertainty about the status of crypto for tax purposes following the adoption of bitcoin as legal tende...
ASIC has slammed super funds for employing communication strategies that may have confused or misled members about their product’s performance. ...
Stephen Jones has reiterated his commitment to ensuring Australians have access to affordable financial advice following a meeting with Michelle Levy....
ClearView managing director Simon Swanson joins this week’s ifa Show podcast. ...
On a new episode of the ifa Show, host Neil Griffiths is joined by Shane Bell, cyber partner at specialist advisory and restructuring firm, McGrathNic...
This week’s episode of the ifa Show podcast sees host Maja Garaca Djurdjevic joined by Steven Bennett, Direct CEO at Charter Hall. ...
AdviceTech is constantly changing; to stay ahead of the competition, advisers need to implement modern technology solutions that help them stay compli...
Richard Hopkin, associate at Cowell Clarke Commercial Lawyers, will talk about how technology is key to compliance, and how online tools can alleviate...
Sharesight’s Chris Stojcevski will uncover how technology and the latest industry trends are modernising financial planning. Chris will discuss how ...
The SMSF Association has applauded the government for the decision to remove SMSFs from the legislative requirement for trustees to develop a retireme...
Momentum Media has bolstered its wealth portfolio, unveiling an expanded content team and adding a consumer brand that delivers Australians essential ...
Following a year of solid growth, with profit after tax increasing by 54 per cent to $22.7 million, ClearView announced on Friday that it has begun th...
In addition to questioning whether the much-despised safe harbour test should be scrapped, the Australian Law Reform Commission has flagged streamlini...
On the second and final day of ifa’s Business Strategy Day 2021, a global cybersecurity expert warned of the risks of advice firms’ rapid adoption...
In the first day of ifa’s virtual Business Strategy Day for 2021, the standards authority revealed how its exam questions are assessed and decided u...
A cyber security breach is potentially catastrophic but advice practices can take some simple steps to bolster their defences. ...
The beginning of 2022 has been a torrid time for investors and advisers, with dual corrections occurring in both traditional long-duration fixed incom...
Just like music, the financial advice profession could be considered in terms of non-negotiables and guidelines. ...
The adoption of cloud-based applications and services in the financial markets sector continues to gather pace, across the front, middle and back offi...
Undoubtedly, the spotlight has turned to ESG (environmental, sustainable and governance) investing in recent times. But as advisers, you would know th...
As a financial planner running your own advice practice, you not only need to be a competent financial planner, but also a confident business owner, a...
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