Education carve-out pressures tertiary sector
Aside from being a step back for professionalism, the experience pathway presents a financial challenge for universities that have spent years investing into financial advice qualifications in preparation for the education standard.
April 28, 2023
Rising inflation sparks concern among retirees: Challenger
Research from Challenger indicates the number of retirees worried about inflation has suddenly – and quickly – increased.
April 28, 2023
HESTA appoints Pitcher Partners founder to board
HESTA has appointed Pitcher Partners founder Sue Dahn as a director to its board and as chair of its investment committee.
April 28, 2023
Iress ties up with HostPlus and IFS to offer scaled digital advice
Dominant financial advice tech provider Iress has partnered with HostPlus and Industry Fund Services to help address the advice gap. Utilising Iress’ digital advice solution, the industry fund hopes to offer advice to more Australians.
April 27, 2023
ASIC tweaks breach reporting guidance
ASIC has released updated guidance for RG 78 on making notifications to the regulator under the reportable situations regime, otherwise known as breach reporting.
April 27, 2023
Allianz Retire+ partners with Link Group for institutional distribution
Insurance company Allianz Retire+ has partnered with fund administrator Link Group to help super funds access the former’s suite of income solutions.
April 27, 2023
MLC managed account strategies reach $1b milestone
MLC Asset Management’s managed account strategies have surpassed $1 billion in funds under management in less than three years.
April 27, 2023
Lumiant acquires US-based health platform Genivity
Advice and client engagement platform Lumiant has longevity and health planning solution for financial advisers acquired Genivity.
April 27, 2023
Jaime Johns sees a bigger picture for advice post-Madison
Former Madison advice general manager Jaime Johns is using her decades of industry experience to improve the financial advice profession.
April 26, 2023
Insignia moves to distinguish advice channels
Insignia Financial has introduced new labelling of its two advice channels − the ‘professional services’ and ‘advice services’ categories – to differentiate employed advisers from those who are self-employed and self-licensed.
April 26, 2023
