EXCLUSIVE The head of a leading Sydney-based advice practice says anyone not implementing a robo-advice offering will be left behind as the industry continues to transform.
Birling Wealth Management principal adviser Mark Malone told the ifa Advice Practice of 2020 Roundtable, partnered by Iress, that robo-advice models meet both client expectations and adhere to the FASEA code of ethics.
The corporate regulator has followed through on earlier statements that it would look to hold super trustees to account ...
In what the corporate regulator’s chair calls an “increasingly complex” financial system, ASIC is seeking to maximise ...
With adviser numbers increasing and managed accounts now representing a $423 million book, Centrepoint Alliance said its ...
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