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December 18, 2023
Lisa D. Iuloโs profile on The Conversation
June 13, 2023
Jua Cilliers Head of school -Built environment, faculty of Design, Architecture and BuildingUTS Read more Jua Cilliers is the current Head of the School
May 16, 2023
ETFs have become the beneficiary of increased fixed income inflows as younger professional advisers prefer the simplicity and low cost of using retail exchanges.
May 16, 2023
With speculation mounting over the future of Statements of Advice, the fundamental focus wonโt shift โ advisers must prioritise clear advice strategies.
May 15, 2023
AI systems like ChatGPT and the Quality of Advice Review have dominated discourse in the advice profession, so itโs no surprise it will lead the insights Investment Trends aims to gather in its latest tech needs survey.
May 10, 2023
ASIC has responded to questions about whether its powers go far enough given that an investigation has uncovered several banned financial advisers continuing to promote themselves online.
May 9, 2023
Legacy arrangements from LGIAsuper and Energy Super impacting the ability to charge advice fees to Brighter Super members will change next month. Itโs all part of an advice-led transformation process that coincides with completion of the acquisition of Suncorpโs SPSL Master Trust.
May 5, 2023
Improved regulatory requirements have significantly lifted the standard of Statements of Advice however there are still areas of improvement according to a pair of compliance experts โ particularly ways advisers should be highlighting the evidence behind the advice process.
May 5, 2023
The FAAA has found over two-thirds of members back the inclusion of a sunset clause though they were evenly split over the experience pathway. For the SIAA, the motivation is much simpler โ the pathway is imperative for its base.
May 4, 2023
Being on the receiving end of the research as a licensee head, former GPS Wealth chief Grahame Evans knows all too well the impact of the CoreData Licensee Research has on the direction of the advice profession. Heโs leading the project this year and wants to maximise the input from the planning community.