Two licensee heads appointed to FSC board

The heads of two financial advice licensees have joined the board of the Financial Services Council as it looks to deepen its engagement with the space and strengthen its representation.

AUTHOR

 

The top skills necessary for ESG professionals amid regulation push

As ASIC chair Joe Longo pushes firms to prepare for the upcoming mandatory climate disclosure regime, what skills are necessary if firms are looking to expand their ESG teams?

AUTHOR

 

Aussies overestimating funds needed for comfortable retirement

Unadvised Australians believe they need $2 million to retire comfortably, according to Colonial First State, a wide variance compared to advised individuals who estimate $1.3 million.

AUTHOR

 

TAL introduces four new ethics courses

TAL has introduced four new courses to its Risk Academy focused on ethical dilemmas as part of Ethics Month to help advisers meet their CPD requirements.

AUTHOR

 

FSI to close four investment teams

First Sentier Investors has announced it will close four of its Australian investment teams amid a simplification of the business, with $14 billion expected to be returned to investors.

AUTHOR

 

Finalists announced for Fund Manager of the Year Awards 2024

Ninety finalists have been chosen to compete at the 36th annual Fund Manager of the Year Awards, to be held in Sydney on 13 June.

AUTHOR

 

Sequoia shareholders seek to oust CEO Crole

Sequoia shareholders are due to hold a vote regarding the removal of chief executive Garry Crole and are looking to appoint the chair of a rival licensee in his place on the board.

AUTHOR

 

The ‘10-year overnight success’ story of Shaw and Partners

Shaw and Partners co-CEO, Earl Evans, reflects on the advice firm’s decade-long success story and why fostering a quality work culture sits at the heart of the business.

AUTHOR

 

Godfrey Pembroke reappoints Lonsec Research amid Insignia exit

Godfrey Pembroke Group has reappointed Lonsec as its research and investment consultant partner, while the licensee transitions out of Insignia Financial’s institutional ownership.

AUTHOR

 

ASIC cancels AFSL of Brisbane advice firm

ASIC has cancelled the AFSL of a Brisbane advice firm in order to protect the interest of potential consumers as it feared the firm would breach financial services laws.

AUTHOR

 
 

MARKET INSIGHTS

sub-bg sidebar subscription

Never miss the latest news and developments in wealth management industry

Ralph

How did the licensee not check this - they should be held to task over it. Obviously they are not making sure their sta...

13 hours ago
JOHN GILLIES

Faking exams and falsifying results..... Too stupid to comment on JG...

13 hours ago
PETER JOHNSTON- AIOFP

Must agree to disagree with you on this one Keith, with the Banks/Institutions largely out of advice now is the time to ...

14 hours ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 2 weeks ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months 1 week ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 3 weeks ago