The financial planning software designed for advisers has rebuilt its platform and brought its development team in-house to better adapt to industry changes.
The regulator has cancelled the AFSL and credit licence of liquidated Ultiqa Lifestyle Promotions following a $19,000 unpaid AFCA determination that was paid by the CSLR.
Generation Life is a specialist provider of investment bond product solutions having established Australia’s first truly flexible investment bond product over 15 years ago.
Court details show the extent of an “advice model” run by United Global Capital that justified its winding up earlier this month.
Under new OAIC guidance, financial advisers who opt to use AI to provide advice have an obligation to demonstrate to clients how they reached their decisions and why that option was taken.
Digital advice platform Otivo chief executive, Paul Feeney, has detailed how its partnership with Colonial First State is expanding the accessibility of advice as it looks to partner with other industry players.
Clime Investment Management expects to see $1 million reduction in operating costs as a result of a cut in board and leadership costs.
A concerted effort by Generation Life to target financial advisers has paid off as the firm reports “exceptional” inflows for the September quarter.
Pinnacle’s new UK-based affiliate has passed another milestone in its presence in Australia with its first research rating from Zenith and shared details of its two global equities funds.
Head of client partnerships at GBST, Ashley Mahadeea, has left the business after seven years to join My Dealer Services, which helps advisers become self-licensed.
