Minister for Financial Services Stephen Jones has continued to cite the new class of advisers as a way to reduce legislative complexity in financial advice. The minister spoke at the AFR Super and ...

Financial planning software provider Bravura is focused on revenue growth opportunities, having transformed the business “at a fast pace” during FY24. In a speech at the firm’s annual general meeting ...

The Australian Financial Complaints Authority (AFCA) has detailed how it deals with systemic issues, known as batch matters. Dixon Advisory is an example of what AFCA considers to be a batch matter ...

The Australian Financial Complaints Authority (AFCA) has revealed the number of Dixon Advisory and Superannuation Services (DASS) complaints it has closed. As of 30 June 2024, AFCA confirmed the total ...

In this episode of Relative Return Unplugged, hosts Maja Garaca Djurdjevic and Keith Ford are joined by special guest Stephen Miller, market strategist at GSFM, to unpack the latest inflation figures ...

In much the same way that medical specialists benefit from referrals from general practitioners, financial planners have much to gain from referral arrangements with other professional advisers, ...

Half of financial advisers and wealth managers in Asia-Pacific plan to increase their clients’ exposure to private equity and multiprivate asset solutions, according to a survey by Schroders. Over ...

Bezich has a background in financial advice as he formerly worked at Westpac Financial Planning for five years and AMP for five years, but most recently spent almost two years at ETF provider ...

ASIC has shared the percentage of breach reports that related to financial advice in FY24 as it breaks down the total volume submitted by licensees. The reportable situations regime requires licensees ...

ASIC has conducted a report into how AFSLs are starting to use artificial intelligence (AI) in their practices and possible areas where they could come unstuck from a governance perspective. In the ...

Colonial First State (CFS) has shared key strategies for advisers to use for their varying different demographics with a focus on building relationships rather than transactions. In a webinar, former ...

Natixis Investment Managers has highlighted the top five questions that Australian financial advisers are hearing from their clients at the moment. The firm’s research, in collaboration with CoreData, ...