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Industry Updates

MLC Life appoints two executives to retail distribution team

MLC Life Insurance has appointed Jarrad Wilson and Rob Dassie as head of distribution for the northern region and southern region, respectively.

April 04, 2023

Australian bond markets resilient against potential US recession: Schroders

Although Schroders expects a recession to potentially occur in the US over the next four months, there will likely be no adverse effects on Australian bond markets.

April 04, 2023

FPSB updates global financial planning standards

The Financial Planning Standards Board (FPSB) has released updated global financial planning standards.

April 04, 2023

Levy sees short-term horizon for SOA changes

While the Minister is not willing to go as far as the Quality of Advice Review recommendation to eliminate Statements of Advice, review lead Michelle Levy has recognised simplification over elimination may result in quicker gratification for the profession.

April 03, 2023

Infocus launches new functionality

Infocus has launched the ‘Magic Button’ functionality which will integrate the licensees advice management system PlatformplusAMS and platform PlatformplusWRAP. 

April 03, 2023

FPA & AFA officially merge to become FAAA

The FPA and the AFA have merged to form the Financial Advice Association Australia (FAAA), with AFA president Sam Perara stepping away from the merged entity.

April 03, 2023

intelliflo appoints BDMs

Advice tech provider intelliflo has appointed Kate Fellows and Aaron Thiele as business development managers.

April 03, 2023

Aviva appoints client solutions director

Asset management business Aviva Investors has appointed Shiqi Wang as client solutions director in the Asia Pacific.

April 03, 2023

He said, she said: Where are the file notes?

You can’t rely on clients accurately re-calling conversations, but SOAs (as they currently exist) are not an exclusively effective way of communicating advice to a client. Somewhere in between, we enter the world of complete and contemporaneous file notes, and other records of communication.

March 31, 2023

Advice Intelligence expands WealthMap functionality amid battle against paper SOAs

SMSF modelling and investment data feed functionality have been added to Advice Intelligence’s WealthMap service. Further building out the platform’s capabilities, the advice fintech continues its drive to make digital SOAs a more attractive services than paper-based documents.

March 31, 2023

APRA finds NobleOak in breach of prudential and reporting obligations

APRA has found NobleOak Life is in breach of its prudential and reporting obligations concerning capital.

March 31, 2023

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