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| | | ... responsibilities to manage conflicts of interest under the Conflicts Priority Rule. AFCA senior ombudsman for investments and advice Alex Sidoti said the Conflicts Priority Rule under 960 1J of the Corporations Act has become one of the major themes ... |
| | | | Cbus Super has launched its new financial advice offering, Advice Essentials Plus, which is a step up from its intra-fund advice service. Advice Essentials Plus is the third option on Cbus's financial advice menu, which currently comprises Advice ... |
| | | | ... opportunities posed with the generational wealth transfer are great, and the next two decades, paired with the quality of advice review, and the digital advice revolution could change how advisers operate their practices in unpredictable ways," Watson ... |
| | | | ... life. In order to innovate, we need to move quickly and take appropriate risks, supported by the right risk and compliance advice," she said. "Cloe and Julie are two formidable appointments whose experience will be a great addition to the Super and Investments ... |
| | | | The Compensation Scheme of Last Resort (CSLR) warned the advice sector should brace for an even bigger levy in the 2026 financial year, forecasting a total of $20 million. Financial advisers are set to cough up more than $20 million in FY26, which will ... |
| | | | ... service licence (AFSL) following its failure to comply with licensee obligation. ASIC revoked the AFSL of Next Generation Advice (in liquidation) (Next Gen) after the Queensland Supreme Court ordered the company be wound up on August 23. ASIC specified ... |
| | | | The $3.5 trillion wealth transfer will be Australia's biggest economic event over the next 20 years, according to AMP Advice national lead Anjuum Siingh, who chaired a panel of financial advisers at the Financial Standard Retirement Income Forum today. ... |
| | | | ... motion a chain reaction over the next 10, 20 and even 30 years as many Australians remain priced-out of getting the right advice to secure their financial future and look after their loved ones," CALI chief executive Christine Cupitt said. "Without these ... |
| | | | Financial advice firms with 51 to 100 advisers are the fastest-growing cohort in the past year, new Rainmaker Information research shows. This group saw adviser numbers increase in aggregate by 8% in the 12 months to September. Conversely, groups with ... |
| | | | ... (AFSL) of timeshare company Ultiqa Lifestyle Promotions, which has been in trouble in the past for providing bad financial advice. Ultiqa's failure to pay an Australian Financial Complaints Authority (AFCA) determination on June 28 led to the cancellation ... |
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