The deal, completed late last year, brings the Carthills team into Findex’s Brisbane office and increases the firm’s adviser ...
In the week to 12 March, four AFSLs commenced and five ceased with zero advisers while there were only four new entrants. One of the new licensees had recommenced with four advisers who were formerly ...
Following Treasury announcing it would consult on “opportunities to enhance the effectiveness of professional indemnity insurance” in December last year, much of the response could be summed up as ...
It might seem a little strange to some, and a total waste of time to others, but financial advice podcasts are on the rise. These are not just hustle culture, get-rich-quick finance bro podcasts ...
The Sitting Panel determined that the relevant provider, identified as Ms L, contravened sections 961B(1), 961G and 921E(3) of the Corporations Act 2001 in relation to advice provided to two retail ...
In a joint submission to the Department of Home Affairs’ consultation on the draft Anti-Money Laundering and ...
In late February, InterPrac filed a lawsuit in Federal Court against the Australian Financial Complaints Authority (AFCA), with parent company Sequoia’s chief executive Garry Crole telling ifa it is ...
As more clients enter aged care with the largest wave of retirees in Australia’s history already underway, simple decisions such as payment plans need to be modelled appropriately. According to ...
On Tuesday evening, the government finally succeeded in getting its reworked Division 296 tax on large super balances through Parliament, with the Greens backing the $3 million super tax in the Senate ...
The research found that while familiarity with AI is growing, human judgement and accountability remain critical when Australians are making important financial decisions. More than four in five ...
Creswell commenced in the role on 2 March and will lead the firm’s professional standards function, overseeing adviser audits ...
The Federal Court has been no stranger to matters related to the Shield and First Guardian collapses, but it is now set to hear a case against the Australian Financial Complaints Authority (AFCA).
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