In a move likely to be welcomed by advisers, Michelle Levy has stayed the course to do away with Statement of Advice requirements....
In her recommendations in the Quality of Advice Review, Michelle Levy has stayed the course to do away with Statement of Advice requirements....
The retirement income solutions provider’s latest appointments include a chief financial officer, head of marketing, and head of human resources....
AZ Next Generation Advisory has announced it has acquired a strategic stake in McLean Delmo Bentleys, a Melbourne-based accounting and advisory firm....
Ahead of the vote to determine a merger between Australia’s leading financial advice bodies, the FPA and AFA have shared the possible name of the combined organisation....
The firm has appointed a head of manager research from Insignia and a head of fixed income to round off its 14-person global investment team....
In its 2023-24 pre-Budget submission, the FPA has suggested two amendments which could improve the working situation for financial advisers. ...
The Australian Institute of Superannuation Trustees has advocated for banning unsolicited calls to consumers from advisers and financial planning businesses. ...
An Australian Ethical white paper has ranked switching to a responsible fund among the top three ways for Australians to reduce their individual carbon footprint....
Phil Anderson, CEO of the Association of Financial Advisers, is hopeful the Government will embrace the ‘brave’ ideas put forward by Michelle Levy in the Quality of Advic...
Insignia Financial has made four appointments, including three who have joined from TAL, to lead strategy and innovation in its retirement solutions for the MLC brand....
A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...
Pinnacle Investment Management has announced it will acquire strategic interests in two international fund managers for $142 million....
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...