Keith Ford

Ahead of its investor day, the firm has outlined its goal of building out its advice businesses to help “improve people’s lives”.

Ahead of its investor day, the firm has outlined how it aims to become an “AI-enabled organisation”.

According to an adviser, timing is the most important factor when it comes to money, with his new book explaining how financial advice can help get this right.

There is a third document that a provider of personal advice can use that is less commonly known or used than the standard statement of advice but is often much more efficient to use, when used correctly.

The head of a licensee says that providing compensation on a “but for” case is unfairly costing advisers for hypothetical scenarios.

Insurers are required to “do more than just sit on their hands” in relation to reconsidering exclusions, according to the Federal Court in its decision to dismiss an appeal against an AFCA determination.

The chief executive of the CSLR has explained why he feels a compensation scheme is necessary but agrees that there are questions around who should pay for it.

In this episode, hosts Maja Garaca Djurdjevic and Keith Ford take a look at what's making news in the investment world, from President-elect Donald Trump's cabinet nominations to Cbus fronting up to a Senate inquiry.

The corporate regulator has put “misconduct exploiting superannuation savings” right at the top of its list for enforcement in the year ahead.

The FAAA has put its case for fixing the CSLR to Treasury, but what can actually be done to ensure that a compensation scheme for financial services can work in the long term?