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
North managed portfolios pass $9b in AUM
The managed portfolio range inside wrap investment platform North has grown by 420 per cent in the past two years, passing $9 billion.
April 26, 2023
TAL Risk Academy unveils adviser Code of Ethics series
TAL Risk Academy is launching ‘Ethics Month’ in May which will broadcast four CPD webinars focused on the financial adviser Code of Ethics.
April 26, 2023
Janus Henderson appoints fixed interest strategist
Janus Henderson has appointed Emma Lawson as fixed interest strategist in macroeconomics.
April 26, 2023
