Unique roles present distinctive opportunities for women in advice
Several prominent female advisers have moved from serving higher balance, retirement-focused clients to roles coaching women in financial literacy. But while these women have branched out to serve a much-needed market, there is still a gap in the provision of holistic advice that needs to be filled by more women.
November 17, 2023
COG takes ClearView’s Centrepoint holdings
COG Financial Services has acquired 19.99 per cent of Centrepoint for $13 million, just days after pulling its rival offer for Diverger.
November 17, 2023
Count amends Diverger offer
Count has amended its binding scheme implementation agreement to acquire Diverger, announced in September and due to be completed in February.
November 17, 2023
Objective of super bill introduced into parliament
The government has introduced a bill to legislate the objective of superannuation to parliament on Thursday.
November 17, 2023
Rest appoints head of public policy
Industry fund Rest has appointed Enrico Burgio as head of public policy, as part of its focus on supporting policy and regulatory outcomes in the best interests of its growing membership, according to an update from the fund.
November 16, 2023
MetLife partners with Australian Wildlife Conservancy
MetLife Australia has signed a three-year deal on a partnership to conserve Australian native animal species and the habitats in which they live.
November 16, 2023
Taking a ‘Shark Tank’ approach to academia
Academics often receive a degree of scepticism by the professions they research, but at FAAA Congress next week, one session will have attendees take a mock “Shark Tank” approach to academic research presenting advisers with the opportunity to scrutinise potential projects.
November 16, 2023
Outreach shows youth financial knowledge gap
A pair of financial advisers recently visited high school students on behalf of the Financial Advice Association to educate them on topics such as budgeting and superannuation. This initiative, part of the association’s “informal” project to teach financial literacy to students, showed greater outreach is necessary to improve youth financial literacy.
November 16, 2023
AMP to launch digital bank for small business
AMP will be launching a digital bank offer designed for small businesses and sole traders in Q1 of 2025.
November 16, 2023
Court approves $110m AMP royal commission class action
The Supreme Court of New South Wales has approved the settlement for the shareholder class action brought against AMP after the Hayne royal commission in 2018 for $110 million, according to an update from class action law firm Maurice Blackburn.
November 15, 2023
COG pulls Diverger offer after lack of shareholder support
After launching a surprise counteroffer to acquire Diverger at the end of last month, COG Financial Services has formally withdrawn its non-binding offer, conceding a lack of interest from key Diverger shareholders.
November 15, 2023
‘Icing on the cake’: Winning the 2023 AMP University Challenge
A trio of students from Deakin University won the AMP University Challenge this year. They tell Professional Planner that the competition teaches participants how to transfer academic knowledge into real world application.
November 15, 2023
