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
ETFs under-utilised in portfolios despite explosion of options
ETF funds under management fell slightly in Australia last year, but as the range of ETF options grows in the marketplace, financial planners are cautiously increasing their usage.
April 26, 2023
Choosing the right active ETF for clients
Active ETFs only make up a fraction of the over 200 ETFs listed on the ASX, but advisers still need to take their due diligence to find the right product that suit client needs.
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
Betashares bolsters adviser services team
Fund manager Betashares has appointed John Bezich as state manager for Western Australia.
April 26, 2023
‘No doubt’ advocacy is number one priority: FAAA
The newly-combined Financial Advice Association will use next week’s roadshow to encourage existing members to renew membership. The FAAA will make stronger advocacy its top priority after listening to feedback from members.
April 24, 2023
JAWG wants quick wins but still backs ‘good advice’
In an open letter to the Minister, the Joint Association Working Group has sought to maintain consensus support of the Quality of Advice Review proposals but has accepted the Minister’s view that changes are best made in stages.
April 24, 2023
