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Financial advisers ‘pivotal’ to a secure transfer of wealth

16 October 2024 • Hits: 69
With $3.5 trillion in assets set to change hands by 2050, an industry expert has stressed the significant role of advise...Read More

Risk

TAL reduces need for mandatory health testing for clients

16 October 2024 • Hits: 86
The Australian life insurer claims this change will mean nearly 45 per cent fewer clients will need to undertake a manda...Read More

News

Insignia to trial 4-day week under new enterprise agreement

14 October 2024 • Hits: 114
A new enterprise agreement has been supported by Insignia staff in a ballot, delivering a four-day work week trial, more...Read More

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Iress launches new suite of tools to address $2.1bn opportunity

14 October 2024 • Hits: 87
The fintech has released a new suite of free tools to its Advisely community platform to help advisers improve efficienc...Read More

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Are CPD requirements driving up the cost of advice?

15 October 2024 • Hits: 129
While the government claims to be working to bring down the cost of advice, a financial adviser is arguing that excessiv...Read More

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Technical drafting may render FSG exemption ‘almost entirely redunda...

14 October 2024 • Hits: 214
A financial services lawyer has called for clarity on the financial services guide (FSG) requirements for advisers. ...Read More

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‘Flexibility and control’: Sherlock Wealth goes self-licensed

11 October 2024 • Hits: 119
A Sydney-based advice firm has announced it is going self-licensed after ushering in a new CEO. ...Read More

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Global fintech launches new intelligence dashboards in Australia

11 October 2024 • Hits: 130
Cloud-based technology solution provider intelliflo has launched new business intelligence dashboards to its Australian ...Read More

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Technology integration increasingly important for clients: Netwealth

10 October 2024 • Hits: 139
As technology becomes increasingly pervasive in every aspect of modern life, Australians have come to expect the same fr...Read More

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