A director at the Financial Advice Association Australia and a former superannuation chief executive are among recipients of this year’s Australia Day honours.
The asset manager has welcomed a new head of wholesale client coverage to focus on Australia and New Zealand, representing a “key step” in its growth strategy.
The chair of Australian Retirement Trust has been appointed as non-executive director at the Bank of Queensland, commencing next month.
Research IP, an investment research provider, has appointed SQM Research’s former head of research Rob da Silva to lead the firm’s expansion into the Australian market.
In this episode of Relative Return, Maja Garaca Djurdjevic speaks with David Tuckwell, senior product and investment strategist at Global X ETFs, about the future trajectory of the exchange-traded fund (ETF) market and flows into bitcoin ETFs.
Over 200 advisers left Insignia in the three months to 31 December with the largest decline seen in the self-employed division, while its new advice operating model is expected to be launched in July.
Iress remains steadfast to deliver on its promise of being an incumbent in the financial software market, which will include offering AI toolkits to advisers.
The Financial Advice Association Australia has thrown its support behind the use of Digital ID in the financial advice profession to replace challenging and time-consuming client identification exercises.
There needs to be a “mindset change” around breach reporting by licensees and advisers as, rather than be pleased, ASIC will more likely be suspicious if a firm has no breaches, according to a compliance expert.
The corporate regulator has confirmed it will incorporate legislative amendments to the financial adviser exam, with the March exam set to reflect the changes.
