Keeping great service, integrating with advisers’ existing processes and making it easy to work with are the three guiding principles for CFS in the development of its Edge platform.
RBA governor Phil Lowe has made his latest monetary policy decision as he counts down to his departure in mid-September.
A partner at an insurance firm has shared his thoughts on the outlook for PI insurance as APRA reveals advisers’ premiums have risen more than 40 per cent since 2015.
Following an ASIC investigation, investment manager Brett Trevillian has been charged for forging portfolio performance verification reports that were provided to potential investors.
Insignia CEO Renato Mota has told Money Management why the firm’s new partnership model will free up the firm’s time to work with super fund members.
Investment and advice complaints have seen a 51 per cent increase in the last financial year, largely attributed to complaints against Dixon Advisory and Best Leader Markets.
The new group CEO of Bravura has vowed to “put the recent disruption and uncertainty behind us” as it makes its third CEO appointment since 2021.
Animus Webs is a performance marketing firm.
Michelle Levy, reviewer of the Quality of Advice Review, believes super funds already have too much on their plate to provide retirement income advice to members and feels this is the wrong starting point.
Industry experts have shared a snapshot of what an AI-enabled advice industry could look like in the coming years when it comes to productivity, investments and the platform experience.
