Only 17 per cent of high-net-worth clients around the world say their advice feels “seamless and personalised”. The 30th edition of the Capgemini World Wealth Report explains why fragmentation is ...
Treasurer Jim Chalmers has appointed APRA insider Therese McCarthy Hockey and former Labor Assistant Treasurer David Bradbury ...
The revised FY27 Compensation Scheme of Last Resort levy has fallen short of the $250 million worst-case scenario but has ...
WT Financial Group has completed the sale of its re-branded Spring Financial Group to Titan Advice Group, turning one of its first “Hubco” businesses into a $19 million super firm. TAG was one of the ...
Not even a year on from its acquisition of Melbourne-based financial advice firm PMD Financial Advisers, Shadforth is still ...
As contrarian investors, Orbis Investments is usually “uneasy” when others are exuberant, but AI is a “monster trend” unlike ...
APRA deputy chair Margaret Cole has finished at the prudential regulator today after a five-year term with no successor or interim appointee in place (as at 5:00pm on Tuesday) to act as ...
ASIC has criticised platform trustees’ oversight of advice documents, monitoring of advice fee caps and investment holding ...
The federal government's recent announcement regarding small business capital gains tax concessions introduces significant changes that financial advisers must prepare for, writes financial adviser ...
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