Super funds, insurers welcome ‘significant step’ to expand advice arena

legislation/Stephen-Jones/quality-of-advice-review/ASFA/MLC-Life-Insurance/

| By Rhea Nath |

The second tranche of DBFO reforms has received strong support from superannuation funds and insurers, with a new class of advisers aimed to support Australians with their retirement planning.

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legislation

Stephen Jones

quality of advice review

ASFA

MLC Life Insurance

AUTHOR

Rhea Nath

Rhea L Nath is a journalist at Money Management. She has previously worked as a business reporter with Dynamic Business and journalist in the multicultural media with Indian Link Media Group. In 2022, she was named Young Journalist of the Year at the NSW Premier’s Multicultural Communications Awards.

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Winners unveiled for ifa Excellence Awards 2024

IFA/financial-advice/financial-planners/awards/

| By Staff |

Financial planning

Money Management’s sister title ifa has announced 36 winners for the 11th annual ifa Excellence Awards 2024 at a ceremony in Sydney.

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AUTHOR

Relative Return Unplugged: Guillotine cuts RBA in 2

Podcast/Relative-Return/

| By Keith Ford |

Editorial

In this episode of Relative Return Unplugged, co-hosts Maja Garaca Djurdjevic and Keith Ford break down some of

AUTHOR

Keith Ford

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‘Positive direction’: Industry cautiously optimistic on DBFO Tranche 2 reforms

financial-adviser/treasury/quality-of-advice-review/

| By Rhea Nath |

Financial planning

The advice industry has broadly welcomed the legislative groundwork surrounding the latest set of financial advice reforms, although they note “the devil’s in the details”.

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financial adviser

treasury

quality of advice review

AUTHOR

Rhea Nath

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Centrepoint taps into $1.1tn platform market with IconiQ launch

Centrepoint/centrepoint-alliance/

| By Laura Dew |

Financial planning

Centrepoint Alliance has formally launched its investment and superannuation platform IconiQ, in association with technology firm FNZ, as it looks to tap into the $1.1 trillion platform market.

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Centrepoint

centrepoint alliance

AUTHOR

Laura Dew

Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.

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ASIC identifies poor reportable situations compliance by AFSLs

ASIC/enforcement/compliance/AFSL/

| By Laura Dew |

Financial planning

ASIC has warned licensees are demonstrating an “acceptance for internal non-compliance” when it comes to the reportable situations regime as a review finds a licensee took 12 years to commence an investigation into a breach.

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AUTHOR

Laura Dew

Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.

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Qld advice firm rolls out estate planning solution

estate-planning/financial-advice/queensland/

| By Laura Dew |

Financial planning

Queensland financial advice firm MiQ Private Wealth has become the latest practice to utilise Yodal’s software for a digital estate planning solution as it expands its client offering.

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estate planning

financial advice

queensland

AUTHOR

Laura Dew

Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.

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Tyndall AM bids farewell to longstanding equities exec

tyndall/Yarra-capital-management/fund-management/exit/appointments/

| By Rhea Nath |

Funds management

Brad Potter, who has helmed Australian equities at Tyndall Asset Management for the last decade, has announced his retirement from the business.

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tyndall

Yarra capital management

fund management

exit

appointments

AUTHOR

Rhea Nath

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AMP adds consolidated reporting to North platform

amp/amp-north/North/platforms/technology/

| By Rhea Nath |

Financial planning

AMP has launched household consolidated reporting across multiple clients to North Interactive in response to adviser feedback.

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Rhea Nath

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ASIC suspends AFSL of Sydney fund manager

ASIC/AFSL/managed-investment-scheme/Sydney/

| By Rhea Nath |

Financial planning

ASIC has suspended the AFSL of a Sydney fund manager, which operates a managed investment scheme, over repeated failures to comply with licensee obligations.

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ASIC

AFSL

managed investment scheme

Sydney

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Super funds, insurers welcome ‘significant step’ to expand advice arena

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Rhea Nath

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Winners unveiled for ifa Excellence Awards 2024

AUTHOR

Relative Return Unplugged: Guillotine cuts RBA in 2

AUTHOR

Keith Ford

Keith 's social profiles:

‘Positive direction’: Industry cautiously optimistic on DBFO Tranche 2 reforms

AUTHOR

Rhea Nath

Rhea 's social profiles:

Centrepoint taps into $1.1tn platform market with IconiQ launch

AUTHOR

Laura Dew

Laura 's social profiles:

ASIC identifies poor reportable situations compliance by AFSLs

AUTHOR

Laura Dew

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Qld advice firm rolls out estate planning solution

AUTHOR

Laura Dew

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Tyndall AM bids farewell to longstanding equities exec

AUTHOR

Rhea Nath

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AMP adds consolidated reporting to North platform

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Rhea Nath

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ASIC suspends AFSL of Sydney fund manager

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