For a while now, AI has been positioned as one of the solutions to the productivity question in financial advice. With the ...
The Federal Court of Australia has found Macquarie Investment Management Limited (MIML) to have breached the Corporations Act after failing to escalate the Shield Master Fund for closer internal ...
According to business consultancy firm VBP’s Optimum Operating Models for Advice Firms report, there are seven key levers practices can pull in order to enhance capacity: technology integration, ...
In its submission, the Financial Advice Association Australia (FAAA) stated there is “substantial evidence of the skills shortage in financial advice, which has plagued our profession since 2019”, ...
After three consecutive weeks of losses, adviser numbers have seen their highest weekly net gain for the year so far as advisers return after completing studies to meet the new education standards. ...
According to ASIC, the move to publish consumer complaints data through the new IDR dashboard allows “unprecedented access” ...
Speaking at the Sydney Institute this week, Financial Services Minister Daniel Mulino explained why he believes the Shield and First Guardian collapses are “really central challenges to getting some ...
In an announcement on the ASX, Sequoia Financial Group has flagged that it may be getting out of the licensee business amid ...
New research commissioned by the Council of Australian Life Insurers (CALI) found that three in five Australians would trust ...
Apt Wealth has appointed senior financial advisers Toby Simpson and Elizabeth Wise, along with advice and client support manager Rochelle Dunham, as equity partners of the business.  Apt said ...
Financial Services Minister Daniel Mulino’s announcement that the government has launched a consultation on education reform ...
The diversified financial services firm will now exist under the parent company Ironbark Financial Group, with three sub-brands operating underneath; Ironbark Advice, Ironbark Private Wealth, and ...