Tech start-up launches financial planning software
Technology start-up Elan has launched financial planning software designed exclusively for Australian financial advisers.
November 03, 2023
Lessons for financial advisers from the demise of a PwC partner
What happened to former PwC partner Peter Collins could happen to any financial services professional who falls under the auspices of two regulators. For Collins, they were the TPB and ASIC – two regulators with which financial advisers are intimately acquainted.
November 02, 2023
Advisers want certainty around SOA policy
With SOAs due to be reformed as part of the QAR changes, advisers would like to see assurances any changes won’t impact their ability to gain PI insurance, as well having an industry-wide standardised template, according to survey findings from Ensombl.
November 02, 2023
Count subsidiary acquires accounting firm
Count subsidiary firm Twomeys has acquired Canberra-based accounting firm Allan Watt Accounting (AWA).
November 02, 2023
AZ NGA acquires outsourced HR firm
Professional services company AZ NGA has acquired outsourced human resources company Catalina Consultants as part of its plans to build out the range of business support solutions it offers its expanding network of financial advisory and accounting firms.
November 02, 2023
Australia’s first Sukuk active ETF launched by Hejaz Group
Islamic Finance provider Hejaz Group has launched Australia’s first Sukuk active ETF, enabling investors to access a Shariah-compliant bond alternative product.
November 02, 2023
First Sentier appoints chief operating officer
Fund manager First Sentier Investors has appointed Amanda Gazal as chief operating officer, overseeing the company's day-to-day operations.
November 02, 2023
TAL launches digital insurance platform for super members
Life insurer TAL has launched digital platform TAL Connect to help superannuation fund members manage their insurance covers and claims.
November 02, 2023
Don’t ask, don’t tell: Licensees dodging reporting obligations
ASIC’s latest analysis of the breach reporting regime has found once again that a very small number of AFSLs are responsible for lodging the vast majority of reports. What the rest of them are doing isn’t entirely clear, but the regulator has warned them it’s stepping up its efforts to find out.
November 01, 2023
Akambo, First Financial latest to partner with Merchant
Just 18 months after merging, with hints that further expansion would be on the cards, Akambo Financial Group and First Financial are partnering with New York-based strategic capital provider Merchant Investment Management.
November 01, 2023
State Street cuts management costs of six Australian SPDR ETFs
Asset management business State Street Global Advisors has announced substantial management cost reductions on six of its Australian-based SPDR ETFs.
November 01, 2023
Maple-Brown Abbott promotes within distribution team
Boutique fund manager Maple-Brown Abbott has made a slew of promotions within its distribution team.
November 01, 2023
