VBP appoints technical lead of accounting
Virtual Business Partners has appointed Daniel Harrison as technical lead of accounting.
July 25, 2023
ASIC takes legal action against Vanguard for greenwashing
ASIC has taken legal action against Vanguard Investments, accusing the investment manager of allegedly misleading conduct relating to ESG claims of one of its fixed income products.
July 25, 2023
‘We have an obligation’: Why Link believes in expanded super fund advice
Many Australians want financial advice but aren’t ready for a relationship with an adviser. Link Advice CEO Duncan McPherson believes that’s the sweet spot for the expansion of super fund advice, because right now they are seeing thousands of clients drop out of the system.
July 24, 2023
Building an attractive industry for the next generation of advisers
The Professional Year obligation presents an opportunity to attract new talent to the advice profession. It’s also the perfect way for new advisers to access practical experience, mentoring opportunities and build relationships with clients, writes CFS distribution group executive Bryce Quirk.
July 24, 2023
Insignia sells investment bond business to Aus Unity
Insignia Financial will sell its friendly society investment bond business, IOOF Ltd, to Australian Unity with the proceeds being utilised to further reduce net debt.
July 24, 2023
Aware Super migrates a million members to Bravura platform
Industry super fund Aware Super has moved over one million members onto a single technology platform, Bravura Sonata Alta, which included the phasing out of paper-based legacy systems.
July 24, 2023
Mercer appoints CEO of wealth portfolio
Financial services company Mercer has appointed Cathy Hales to the newly-created role of wealth Pacific CEO, responsible for the $63 billion Mercer Super Trust and super administration services arm.
July 24, 2023
MLC improves Vivo program
MLC Life Insurance is improving its Vivo program by building digital capabilities and expanding its provider network.
July 24, 2023
ASIC lifts DDO stop orders on Clearview
ASIC has lifted its interim Design and Distribution Obligation stop orders on two Clearview Income Protection Covers, which it introduced last week.
July 24, 2023
Being an NPC is risky business
Business owners who broaden their risk appetite and try new things can reach their full potential. The rest will remain non-player characters, Paul Barrett writes.
July 21, 2023
QAR intra-fund advice proposals to boost female members’ balances
Super funds that step in to offer more financial advice to members after the Quality of Advice Review are contemplating whether the new product offering could help to narrow the superannuation balance gap among male and female members. NGS Super CEO Natalie Previtera says young women could be the big winners.
July 21, 2023
EQT adds Future Super; announces board changes
The superannuation trustee arm of Equity Trustees has started the financial year picking up the Future Super Fund as a client, as well as announcing two board appointments.
July 21, 2023
