The application of technology, including but not only AI, will clearly address efficiency issues within advice firms, but ...
The latest drop from North is an interactive wealth portal that unifies the entire advice journey, from creation to implementation, and is guaranteed to ignite heated rivalry in the platform space.
InterPrac is suing the Australian Financial Complaints Authority over concerns that the complaints authority has not fairly handled the resolution process, following criticism from Sequoia managing ...
The biggest cost to the Compensation Scheme of Last Resort could be slashed by rewriting the rules followed by the Australian Financial Complaints Authority to prevent phoenixing of financial advice ...
Aware Super has driven a significant increase in the number of retired members drawing down more than the minimum amount from ...
Industry leaders believe face-to-face interactions and tailored advice are fundamental to closing the retirement advice gap, ...
AFCA has given indefinite extensions of the insolvent licensees implicated in Shield and First Guardian, due to concerns that ...
Former ASIC Commissioner Danielle Press has quit the governance committee for InterPrac-owner Sequoia Financial Group just seven months after she was recruited to help the licensee lift standards in ...
International Women’s Day was on 8 March and celebrates the achievements of women. This year, the theme is “give to gain” and, in this article, three inspirational women share their advice journeys ...
If anyone needs a measure of the superannuation system’s growing clout in global geopolitics, look no further than Canadian Prime Minister Mark Carney’s decision to prioritise a meeting with industry ...
A leading advocate for Shield and First Guardian victims has told a room full of major super funds and their lobbyists that any opposition to the expansion of the Compensation Scheme of Last Resort ...
Sequoia Financial Group, the owner of troubled InterPrac Financial Planning, has backtracked on plans to end its cross-guarantee between its three subsidiary licensees after pressure from ASIC.
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