FPSB’s CEO Dante De Gori said the new guidance embraces the benefits of AI for advisers while reinforcing that they remain responsible.
US capital investment firm, Kudu Investment Management, has sought a minority stake in Sydney-based Australian Financial Planning Group.
An ANAO report has revealed the multi-million dollar degree to which industry will be billed to fund the Govt’s Scams Prevention Framework.
The recognised limitations of the superannuation performance test need to be fixed before the Govt extends it says the FAAA.
Treasury has been warned it would be acting prematurely in seeking to expand the super performance test to encompass retirement products.
Removal of AFCA’s ‘but for’ approach to CSLR compensation sits at the top of the list for the major accounting and advice groups.
ASIC has banned a financial adviser for 10 years and cancelled his business’ licences after uncovering fee-related misconduct.
As bank hybrids are being phased out, many investors are seeking new ways to generate reliable income. And subordinated debt is stepping in.
Trade finance has demonstrated resilience across global shocks, combining short‑duration, self‑liquidating structures with historically low volatility
With government debt at record highs, what other areas of the bond market could potentially enhance a portfolio’s defensive characteristics?
From an interview with MyRisk Adviser, this article explores how TPD Severity can support clearer advice and better client outcomes.
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