The Tax Practitioners Board has released draft guidance on the use of AI and the Code of Professional Conduct for public consultation.
Padua Solutions Matthew Esler says data automation holds transformative potential within the financial advice sector in Australia.
AMP research shows younger Australians are increasingly open to multigenerational living model to share costs and manage financial pressures.
Investors have moved quickly to reap the ‘safe haven’ rewards offered by gold amid market volatility fuelled by tensions in the Middle East.
New Mercer research is pointing to platforms being pressed to reduce their superannuation investment menus by as much as 25%.
With the courts yet to even hear many of ASIC’s charges related to Shield and First Guardian companies are already being commercially punished.
The man heading up Conquest Investment Partners, the firm acquiring InterPrac, John Pereira has not made headlines for more than a decade.
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Sequoia is expected to exit a trading halt announcing it has sold InterPrac to private equity player Conquest Investment Partners.
There are some grim lessons from history facing Sequoia Financial as it seeks to navigate the future of troubled licensee, InterPrac.
While Sequoia continues to mull over the future of advice licensee, InterPrac, advisers are voting with their feet and departing to new homes.
New FSC data has debunked recent assertions made by the SMC over a “spike” in the number of Australians switching to super platforms.
New research commissioned by MLC has found Australians remain either unaware of the legislation or when it is scheduled to come into effect.
The Epic Retirement Tick measuring super funds’ retirement-readiness will now include cyber security as a measurable criteria.
Ellerston Capital’s Jack Briggs says recent market dislocations are opening attractive entry points across the small and micro-cap universe.
Morningstar market strategist Lochlan Halloway says recent job cuts by Atlassian, Block and others may simply reflect a decade of over-hiring.
Rather than cooling demand, ASIC’s review of private credit is likely generate positives around better investor understanding.
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