BT completes round of Panorama updates
BT has updated Panorama to improve the user experience for the most frequent users of the platform – advice practices’ support staff.
May 31, 2023
Zurich partners with PFAN to extend professional insurance assistance
Zurich Financial Services has partnered with the Pro Bono Financial Advice Network to extend professional insurance assistance to those in particularly adverse or vulnerable situations.
May 31, 2023
ASIC to extend date for separate adviser registration requirement
ASIC will extend the date for the separate adviser registration requirement again, this time to October 2023.
May 30, 2023
Previous Government ‘rushed’ reform: Jones
Minister for Financial Services Stephen Jones has continued to back his slower-paced approach to advice reform, arguing the previous government rushed through reforms that were ineffectual.
May 30, 2023
AI tools can only aid advice, not replace advisers: Research
While ChatGPT is transforming financial recommendations with time and cost efficiency, Neilson & Co Wealth managing partner Ben Neilson believes it will not completely replace financial advisers and planners.
May 30, 2023
AustralianSuper reduces insurance costs for the second year in a row
Over 97 per cent of AustralianSuper members who have insurance through their account will see an average decrease of 11.8 per cent in insurance costs from 27 May.
May 30, 2023
FNZ appoints non-executive director
Global wealth management platform developer FNZ has appointed Kirsty Gross to support the group’s growth strategy, governance, and risk management in the Australian market.
May 29, 2023
Hartley to depart AMP amid restructure
Embattled wealth giant AMP has restructured the business, resulting in the departure of Australian wealth management CEO Scott Hartley at the end of the year. However he will stay on with the business for the next six months as it transitions its operating model.
May 29, 2023
Govt appoints TPB chair
Peter de Cure has been appointed chair of the Tax Practitioners Board, replacing Ian Klug.
May 29, 2023
Allianz Retire+ appoints two state managers
Allianz Retire+ has appointed Stephen Armstrong and Natalie Philips as state managers.
May 29, 2023
ASFA chief steps down
The Association of Superannuation Funds of Australia CEO Martin Fahy has informed the board he will resign after seven years in the role.
May 26, 2023
