The Financial Services Council has told a Parliamentary committee that a subjective test is needed to demonstrate the sophistication of wholesale investors, whether via a finance degree or being a company director.
This webcast is designed for financial advisers and will provide insights into the evolving retirement landscape, shifting Australian demands, and new strategies to ensure financial stability and a fulfilling retirement for your clients.
Regal Partners has reported a 41 per cent growth in funds under management over the September quarter to $17.2 billion, amid its latest bid to acquire Platinum.
The financial services technology company has appointed two non-executive directors following its AGM earlier this year, where it flagged it would embark on a board renewal process.
A panel of commentators have emphasised working in a support or administrative role, such as in a call centre, need not be a step backwards and can provide valuable experience for future advice roles.