Succession planning has been a key consideration for many firms, but advice practices that don’t have a plan in place could be putting themselves at risk for one of the worst-case scenarios if an ...

After shedding much of its business under former chief executive Marcus Price, Iress will enter a business efficiency program ...

In FY25 two incidences of financial advice fraud were reported to ASIC under mandatory breach reporting requirements, resulting in $1.5 million of compensation being paid to more than 500 affected ...

Just as AI has crept into the adviser side of the advice process to help efficiency, clients are also leveraging the benefits ...

Over 60 per cent of advice files included in ASIC’s SMSF review failed to demonstrate compliance with the best interests duty, with the long-awaited report raising concerns about client detriment from ...

ASIC’s latest report into SMSF establishment advice has uncovered a clear disregard among the advisers it covers for not only their legal obligations to clients, but also their professional and ...

In a valedictory address to the National Press Club of Australia, ASIC chair Joe Longo said he doesn't believe the Shield and ...

The Actuaries Institute has urged the government to get on with the job of finishing its Delivering Better Financial Outcomes ...

Super funds’ private markets investments are a “good news story for the economy”, according to a long-awaited ASIC report into the sector, but one that must be carefully balanced with their members’ ...