Outgoing ART chief backs QAR in parting words
The outgoing chief executive of Australia’s second-largest super fund has backed the Quality of Advice Review as the super industry grapples with the complexities of member needs in retirement.
September 08, 2023
Elixir launches practice management research
Elixir Consulting is launching a practice management research study to uncover practical techniques that can redefine efficiency and productivity norms within the industry, and ultimately improve the impact advice firms have on their clients and staff.
September 08, 2023
Former van Eyk CEO banned by ASIC
ASIC has permanently banned former van Eyk Research CEO Mark Thomas from any involvement in financial services or credit provision following his conviction for dishonest conduct.
September 08, 2023
hmh Advisory partners with OpenInvest
Accounting and financial services firm hmh Advisory (formerly Haines Muir Hill) has partnered with OpenInvest to launch hmh onlineinvest.
September 08, 2023
Count appoints CFO
Count has appointed Keith Leung as chief financial officer, replacing Laurent Toussaint, whose departure from the role was announced in July.
September 08, 2023
How we can embrace and implement Standard 12
In the second part of a critical analysis of Standard 12 of the Code of Ethics, Capital Advisory director Michael Miller writes the final standard gives the advice profession the opportunity for self-regulation, but to do so requires a higher level of peer accountability.
September 07, 2023
Risk advice stalwarts lament Integrity Life exit
Risk advice sector leaders Don Trapnell and Wayne Handley have praised Integrity Life CEO Sean McCormack’s efforts to bring more competition to the troubled retail life insurance market. They say the challenger insurer’s decision to stop writing new advised and corporate group business is regrettable but unsurprising amid a dire situation.
September 07, 2023
Ten forestry companies unite to address climate change
Ten major forestry companies – responsible for overseeing nearly 9 million hectares (22 million acres) of forests across 27 countries – have united as the International Sustainable Forestry Coalition to address climate change, biodiversity loss, and deforestation.
September 07, 2023
Hybrid advice firm partners with OpenInvest
Hybrid advice business Life Sherpa has partnered with OpenInvest to launch a managed investment portfolio solution for lower balance accounts.
September 07, 2023
TAL launches Client Care Series
Life insurer TAL has launched the Risk Academy Client Care Series, designed to provide advisers with tools to support their clients’ mental health and well-being.
September 07, 2023
Uplift in self-licensed profit margins while others stagnate
More self-licensed practices are seeing a boost in profit margins, while other licensed firms have seen a decline over the year, according to data from Investment Trends. The results come amid an increase in upfront fees that has aided practices in taking on new clients.
September 06, 2023
Wounding a profession, experience pathway passes Parliament
Suffering a defeat almost two years in the works, the profession is left to live with the so-called experience pathway. Chris Dastoor writes that while it’s a positive opportunity for some advisers, it is a black mark on the profession in the eyes of the public.
September 06, 2023
