Helmut Bold - Principal (Access Wealth Group)

Rising HNW numbers fuel need for specialist advice

12 September 2024, 12:32pm

There was an 8.7% increase in the number of high-net-worth (HNW) investors in Australia last year, bringing with it increased demand for estate planning, tax optimisation, and investment strategy advice. Read more

FAAA ramps up Dixon inquiry campaign

12 September 2024, 12:31pm

The Financial Advice Association Australia (FAAA) is calling on all federal members of parliament to support a public inquiry into the collapse of Dixon Advisory and the flow-on effect on the Compensation ... Read more

SMSFA, Deakin University launch courses for advisers

11 September 2024, 12:31pm

SMSF Association, Deakin University, and AccountantsIQ have partnered to deliver two courses for financial advisers. Read more

Federal Court approves AMP BOLR class action settlement

9 September 2024, 12:38pm

The Federal Court has approved the $100 million Buyer of Last Resort (BOLR) class action settlement despite some participants objecting to it, calling for a larger payout and making AMP accountable for ... Read more

Majority pass adviser exam

6 September 2024, 12:16pm

ASIC reported a 62% pass rate for the latest sitting of the Financial Advisers Exam. Read more