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Review into ASIC funding model recommends levy discount cut and... another review
While finding that more research is needed to determine if the "definitions, metrics and formulas" used to calculate levies remain...
Up to $1,250 per adviser: FAAA flags 'onerous' scheme of last resort costs
The controversial, long-delayed scheme doesn't protect consumers from high profile managed investment scheme failures like Sterling and Timbercorp, FAAA CEO...
Advisers, banks winning back consumer trust: ASX report
The public appears to be rewarding efforts to reshape the financial advice and banking industries after the royal commission, with advisers and the banks both...
Reprieve in sight for franked distributions funded by capital raisings
Stakeholders have welcomed a recommendation from the Senate Economics Legislative Committee that the government review its controversial plan to limit franking...
SOAs, safe harbour steps gone as government takes staged approach to advice reform
Financial services minister Stephen Jones has accepted 14 of Michelle Levy's 22 recommendations to increase advice access, with super funds set to play an...
FSC, product providers bemoan lack of support from ASIC on innovation
On what was set up as a discussion around the proposals put forward by the Quality of Advice Review, the topic repeatedly shifted to the frustration providers...
This time it's different: Scaling up the advice, not the distribution channels
Product distribution is still embedded in advice, but with banks out of the game expansive product flogging programs are no longer ubiquitous. Businesses are...
Shhh... don't mention the wealth: Family offices fret about online boasting
A desire to flaunt ubiquitous wealth on social media is putting moneyed families at risk, according to family office representatives, with extortion and...
Levy details 'frustration' with consumer groups opposing advice review proposals
The infamous open letter penned by advice review leader Michelle Levy wasn't so much a slight on the government, she explained, but an expression of her...
AMP flattens advice hierarchy with Hartley's chief executive role 'removed'
Hartley, who joined AMP from Sunsuper in January 2021, will help transition the AWM business to a flatter human resource model before leaving the group in...
The 'optical illusion' making the S&P 500 look so much healthier than it really is
There is a hidden bifurcation in the S&P 500 that retail investors may not be seeing, but it has private investment manager Neuberger Berman showing a degree...
US disinflation to put the brakes on rate hikes, but debt ceiling concerns remain: Invesco
"I believe inflation is largely in the rear view mirror, and the Fed will not be hiking again," said Invesco's chief global market strategist Kristina Hooper....
AFCA's scope within super grows as Treasury tweaks complaints body's mandate
The proposal seeks to preserve this definition of what a superannuation complaint is, but "clarifies the policy intent that other types of...
Fine fleece to financial planning: The advice journey of Invest Blue CEO David Stephen
To give him a taste of the farming life, Stephen's father sent him to a neighbour who offered him $400 per week in wages, with $200 of that quarantined by his...
VC charging as startups grow to scale at speed, but support needed for next phase
Digital transformation, combined with companies staying private for longer, means successful startups are scaling up faster. The next wave of development,...
Upfront advice tax deductibility a possibility mid-2023 after four years of consultation
Back in 2019, then-FPA CEO Dante De Gori and Tangelo Advice Consulting's Conrad Travers engaged the ATO to see if it would be open to updating guidance on the...