Advisers prioritise efficiency and reliability – but are advicetech vendors delivering?
AI systems like ChatGPT and the Quality of Advice Review have dominated discourse in the advice profession, so it’s no surprise it will lead the insights Investment Trends aims to gather in its latest tech needs survey.
May 15, 2023
‘It’s a part of our journey’: Advisers reflect on the meaning of retirement
Advisers spend their days ensuring their clients have a decent nest egg for retirement, but what retirement means for advisers themselves is up to their own interpretation.
May 15, 2023
MLC Life Insurance appoints general manager
MLC Life Insurance has appointed Craig Dainton as general manager of customer and adviser operations.
May 15, 2023
GSFM & AEP launch film and television fund
GSFM has partnered with Australian Entertainment Partners to launch the AEP Screen Fund, which will invest in film and television projects made in Australia.
May 15, 2023
Invest Blue and Lumiant pair up for $2m digital platform partnership
Financial advice firm Invest Blue has partnered with software company Lumiant to build a cloud-based digital advice platform that aims to boost client engagement, satisfaction, and well-being.
May 15, 2023
Who says we need more advisers anyway?
The experience pathway is touted as a way to stem the outflow of advisers from the profession. But is it worth diluting professional and ethical standards for an uncertain benefit?
May 12, 2023
AustralianSuper to pay back $70m for excessive charges
AustralianSuper has apologised to around 100,000 members after a review of its processes found a combined $70 million worth of incorrect charges. Super Consumers Australia has called on all super funds to transparently review its processes to confirm members are not paying any similar charges.
May 12, 2023
ASIC sues HCF Life for pre-existing condition contracts
ASIC has commenced civil proceedings in the Federal Court alleging three types of insurance policies issued by HCF Life Insurance Company contain unfair contract terms and could mislead the public.
May 12, 2023
Morningstar managing director to depart
Morningstar Australia and New Zealand managing director Jamie Wickham will leave Morningstar at the end of this month.
May 11, 2023
Budget done; Jones’ QAR response due within weeks
With the Federal Budget delivered, the Minister for Financial Services can deliver his proposals for financial advice to Cabinet for Government approval. The outcomes will be divided into three pillars depending on the simplicity of implementation through the political process.
May 11, 2023
Gender inequality: A systemic risk to the Australian economy
Corporate Australia needs to do more to recognise women’s contribution to the economic wellbeing of the country by setting effective gender targets to increase female participation in the workforce.
May 11, 2023
Federated Hermes appoints Asia Pacific distribution head
The head of Federated Hermes’ international client group, Jim Roland, has been promoted to the position of head of distribution for Asia Pacific.
May 11, 2023
