ASIC issues experienced pathway guidanceBY KARREN VERGARA | WEDNESDAY, 22 MAY 2024 12:30PMASIC has released new guidance for financial advisers who could potentially qualify as experienced providers and skip further education and training. Related News |
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Vanguard to acquire custodian Altruist
Vanguard will acquire custodian and investment platform Altruist in a bid to expand into the American independent financial adviser market.
FAAA pushes to expand NCA to financial advisers
Financial Advice Association Australia (FAAA) said it will advocate strongly to expand the scope of the New Class of Advisers' to all financial advisers, which will currently be limited to only superannuation funds and life insurers.
SMSFA appoints head of professional standards
The Self-Managed Super Fund Association (SMSFA) has appointed Keddie Waller as the head of professional standards.
UniSuper unlocks close to $15k for members moving into retirement
Eligible UniSuper members will receive a tax-free bonus of up to $14,700 when they move into retirement phase from October 1.
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Featured Profile
Liza McDonald
HEAD OF RESPONSIBLE INVESTMENT
AWARE SUPER
AWARE SUPER
Liza McDonald would have you believe her path from a legal secretary to the head of responsible investment at Aware Super was a matter of good fortune. Her career says otherwise. Riddhima Talwani writes.
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Disgraceful. I completed my Financial Planning Masters degree in 2016 because it was the right thing to do. I'm still practicing full time in my own practice after 43 years and I am disgusted that this short cut has taken place. It took both major parties to decimate my industry and it is now in disarray.