CFS may be investing millions in adviser technology but the firm believes digital solutions will act as enabler rather than a replacement for in-person financial advice. ...
The prudential regulator has appointed Clare Gibney as executive director for advice and policy, replacing Renee Roberts in a series of director changes....
The RBA has appointed a new head of domestic markets as Jonathan Kearns departs the bank....
There were over 350 new entrants who came on board during 2022, according to Wealth Data, as the industry seeks to grow to counter the adviser exodus. ...
Brisbane-based wealth practice, Patman Planning Group, has partnered with Activus Investment Advisors to launch its separately managed accounts on the HUB24 platform. ...
Michelle Lopez, head of Australian equities at abrdn, has departed the firm after 18 years....
A Gold Coast director who leased an automated foreign exchange trading robot has been banned from providing financial services for four years. ...
Former APRA board member and MLC Superannuation and Investment chief executive, Geoff Summerhayes, has taken over as chair of Zurich Financial Services Australia. ...
MLC Life Insurance has appointed David Stephen to the board of MLC Ltd as an independent non-executive director. ...
A former Melbourne financial planner has pleaded guilty to three counts of engaging in dishonest conduct regarding SMSFs while running a financial services business. ...
AMP has settled on two court proceedings: one class action which affected superannuation members and a second regarding insurer policies. ...
ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...
The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...