 Jaime Lumsden Solicitor Director, The Fold Legal (at time of writing)
JAIME LUMSDEN , MICHELE LEVINE | FRIDAY, 11 OCT 2024 The outcome of Australian Securities and Investments Commission v Bit Trade Pty Ltd [2024] FCA 953 (Kraken Case), for which judgment was handed down on 23 August 2024, was somewhat unenlightening so far as it related to the application of the design ... Read more JAIME LUMSDEN , NICHOLAS PAVOURIS | FRIDAY, 13 MAY 2022 One of the critical steps in purchasing a company that holds an AFSL or ACL is ensuring that the licence does what you need it to do and carries no major regulatory risks. Read more JAIME LUMSDEN | FRIDAY, 23 MAR 2018 Many financial services businesses now use technology, such as algorithms and chatbots, to help attract and service their customers. Read more PAGE: 1 |
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Digital advice has become a core offering for wealth managers, yet it confuses many and implementation and use remain fragmented. Before it can achieve aspirations of scale, experts are urging for a better, unified understanding of the offering.
Aperio joins Akumin
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Further Reading
Cover Story
Advice with soul
SACHA BURCHGART
FOUNDER & MANAGING DIRECTOR
BURCHEART PTY LTD
FOUNDER & MANAGING DIRECTOR
BURCHEART PTY LTD
Though she initially tried, Sacha Burchgart couldn't escape the call of a career in financial advice; it just took staring down her own mortality to see what's possible when you do things differently. Jamie Williamson writes.
Expert Feed
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The extensive processing period for Shield and First Guardian complaints means financial advisers will likely not be able to see an end to a series of ...
