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 ...

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 ...

Deloitte’s Andrew Boal believes digital advice delivered by superannuation funds is years away yet and will be hindered by the regulatory differences between financial advice and financial product ...

The necessity of a succession plan for fund managers is becoming more important than ever as departures from two firms cause upheaval with mandates. Earlier this year, Peter Rutter announced he would ...

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 ...

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 ...

Iress’ Xplan continues to dominate the financial planning software market with a multitude of uses, despite newer players battling for a piece of the pie. Netwealth’s 2024 AdviceTech Buyer’s Guide has ...

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 ...

Dixon Advisory parent company E&P Financial Group has confirmed it will be delisting from the ASX after shareholders narrowly voted in favour of the move. The wealth management firm first announced in ...

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 ...