ASIC places interim stop orders on derivatives product
ASIC has made two interim stop orders preventing Interactive Brokers from issuing Stock Yield Enhancement Program (SYEP) Derivatives to retail investors because of deficiencies in the product’s Target Market Determination and Product Disclosure Statement.
March 09, 2023
First Super appoints IFM Investors to manage strategy
Industry super fund First Super has appointed investment services provider IFM Investors to manage a new indexed international equities strategy.
March 09, 2023
SuperFriend appoints former Equipsuper CEO as chair
Industry mental wellbeing non-profit SuperFriend has appointed former Equipsuper CEO Nicholas Vamvakas as chair of its board of directors.
March 09, 2023
Private markets firm opens office in Australia
Private markets investment management firm Adams Street Partners , LLC has opened an office in Sydney.
March 09, 2023
The Holy Grail of professional advice – It’s within our grasp
Widespread access to affordable and trusted professional financial advice is not far away. However, its achievement relies heavily on both the implementation of the key recommendations of the Quality of Advice Review and the proper interpretation and regulation of the mandatory Code of Ethics, writes Robert M C Brown.
March 08, 2023
The rise of ‘greenhushing’
Firms have been underreporting or hiding their green credentials in recent times according to research from Morningstar, which has led to a rise in ‘greenhushing’.
March 08, 2023
Midwinter partners with CQUniversity to roll out advice tech
Midwinter Financial Services has partnered with CQUniversity Australia to provide financial planning software to students undertaking relevant studies.
March 08, 2023
intelliflo begins operating in Australia
Cloud-based advice technology platform intelliflo has officially commenced operations in Australia.
March 08, 2023
FPA policy head Ben Marshan steps down
Financial Planning Association head of policy Ben Marshan has announced he is stepping down from the role after seven and a half years as a staff member at the association.
March 08, 2023
‘They need to see they’re represented’: The importance of women in advice
The profession has struggled to retain women in the industry, but the feedback from the advice practices who have held onto female planners is clear – flexibility to crucial on top of all else.
March 07, 2023
Professional Planner relaunches the Stella Network
BT’s Stella Network has been relaunched by Professional Planner to support greater diversity in advice, and to encourage and retain more women in financial planning careers.
March 07, 2023
