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| | | Last year, global equities significantly outperformed Australian equities, largely driven by the remarkable performance of the world's largest technology companies - dubbed the Magnificent Seven. However, Australian Ethical points to stretched valuations ... |
| | | | ... questions, not just once, but again and again. If the answer is yes - not just once, but again and again - then you will get to a point where concerns about complying with your directors' duties won't keep you up at night," Longo said. "And you'll go ... |
| | | | The US Federal Open Market Committee (FOMC) chose to keep the benchmark policy rate at 5.25% to 5.50%. Despite holding rates at their current level, the latest dot plot revealed the FOMC expects 75 basis points of cuts this year, with more to come in ... |
| | | | ... appropriate licences - and that you conduct your business in accordance with the regulatory obligations that apply at any point in time. "Where we see misconduct, including where we assess you as needing a licence to offer a product or service, we can ... |
| | | | Australian companies continue to defy odds and beat analysts' expectations to help keep the economy on its resilience streak. Perennial Partners lead portfolio manager Stephen Bruce, who presented at the Advisers Big Day Out (ABDO) Capital Cities in ... |
| | | | ... to "think carefully" about how it will be embedded into its processes. "Our AI maturity is only at level one on the five-point scale that we're using, so we'll be undertaking a program to get ourselves up the maturity scale and increase the use of AI," ... |
| | | | The terms of a $44 million legal settlement reached between Mayfair 101, James Mawhinney and the liquidators of IPO Wealth Holdings have been released to the public. In July 2022, Mayfair 101, its managing director James Mawhinney, and the liquidators ... |
| | | | ... complaints that have been received by a licensee". Anderson points out that one important aspect of the IDR from an advice firm point of view is that most advisers do not get any complaints. "They go a whole year without any complaint. Unfortunately ... |
| | | | ... when individuals have received the full legislated SG contribution rate for their entire working life," Dunn said. "At this point the scale of the system (assets as a proportion of GDP) will no longer grow unless there are material system changes." By ... |
| | | | ... the FAAA, and the wider financial advice and accounting professions were hoping for more clarity on the issue. "The key point is that fees on upfront advice are now deductible to the extent that they relate to tax advice, and we are continuing to push ... |
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