Founding member leaves as AFCA appoints replacement

AFCA/boards/complaints/

The Australian Financial Complaints Authority has welcomed a new member to its independent board as it announces the departure of a founding member.

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Relative Return: Navigating the ETF space

Podcast/Relative-Return/

In this episode of Relative Return, James Harwood, senior portfolio manager at Russell Investments, joins host Phil Tarrant to discuss the burgeoning ETF space and how the asset class can form part of an investment portfolio.

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New look for advice documentation as SOAs scrapped

statements-of-advice/quality-of-advice-review/Stephen-Jones/Best-Financial-Interests-Duty/

Unveiling the final tranche of Delivering Better Financial Outcomes, Minister for Financial Services, St

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Jones unveils final QAR reforms

Stephen-Jones/quality-of-advice-review/treasury/financial-advice/statement-of-advice/banks/

Minister for financial services, Stephen Jones, has unveiled the final tranche of his Delivering Better Financial Outcomes reforms with a focus on banks, simpler advice documentation and a new type of 'qualified adviser'.

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Coastal Advice Group acquisitions bring FUM to $1bn

financial-advice/M&A/NSW/

The NSW advice firm has acquired two advisory practices in Adelaide and one in Port Macquarie, representing its ambitious growth plans to expand across Australia.

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Bravura appoints APAC and EMEA CEOs

Bravura/ceo/APAC/Software/

Financial software firm Bravura has appointed two chief executives for the Asia Pacific and EMEA regions.

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How to ‘supercharge’ an advice business

AZ-NGA/M&A/mergers-and-acquisitions/

This CEO believes an “army of large, corporatised super firms” is the future of financial advice as he feels small-to-medium practices struggle to offer a compelling advice proposition.

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