Digital advice provider Otivo has launched an interactive tool, powered by artificial intelligence and Otivo’s own advice engine, to help answer client questions. ...
Research by Colonial First State has found women are reluctant to make retirement preparations, despite 62 per cent saying they feel that they are unable to achieve a com...
Managed accounts saw net inflows of $14.3 billion in the six months to 31 December, according to the latest IMAP FUM census....
Advisers are showing “renewed appetite” for fixed income ETFs, fuelling competition among global ETF providers who are launching products in the space....
The advice industry has reached triple-digit gains for the calendar year to date, with two licensees seeing gains of five during the week....
Targeting market leadership in digital advice, Bravura’s digital solutions are now available to over 6 million superannuation fund members. ...
As assets in separately managed accounts reach $200 billion, industry stakeholders have formed a committee to standardise their fee reporting....
The Perth-based advice practice has welcomed a private wealth adviser and senior paraplanner to its ranks amid its strategic shift towards wealth transfer strategies. ...
MLC Life Insurance and Resolution Life Australasia are to merge, creating a combined firm with the new name of Acenda, while NAB has divested its remaining 20 per cent st...
An advice executive has shared how advisers should regularly assess the performance of their licensee, regardless of whether they are looking to leave, in order to preven...
Entireti has unveiled the new name for the AMP financial advice businesses that it acquired last year....
A Sydney financial adviser has been permanently banned from providing any financial services, with the regulator deriding his “lack of integrity, trustworthiness and prof...
Minister for Financial Services, Stephen Jones, has provided further information about the second tranche of the Delivering Better Financial Outcomes (DBFO) reforms....
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...