Airlie founder to retire
Founder of Airlie Funds Management John Sevior has announced his intention to retire.
March 07, 2023
Australian women top region for financial confidence – but gender gap remains
Australian women are more confident than their Asia Pacific counterparts in their ability to manage their own money, according to research by Fidelity International.
March 07, 2023
FPA releases cybersecurity guidance to members
Amid pressure on advice firms to protect their business and client data from potential breaches, the FPA has released guidance to members about cybersecurity.
March 07, 2023
Ian Knox to replace Bernie Ripoll as Otivo chair
Ian Knox will replace FoFA mastermind Bernie Ripoll as chair of digital advice service Otivo who will stay on as a non-executive director.
March 06, 2023
Imperative the profession gives its voice during Jones Q&A
The Minister for Financial Services Stephen Jones will travel up and down the east coast next week to discuss the Quality of Advice Review. It’s a pivotal opportunity for the advice profession to articulate the direction the industry should move.
March 06, 2023
Australians support super tax hike, expect more changes: CoreData
New research reveals two-thirds of Australians support an increase in the tax on earnings of super funds with account balances of more than $3 million.
March 06, 2023
PGIM appoints head of institutional relationship group
PGIM has appointed Murray Brewer as head of its institutional relationship group for Australia and New Zealand.
March 06, 2023
‘Never as simple or straightforward’: More tech isn’t better
Advice tech is a crucial part of any practice, but investing in more technology services doesn’t always generate the desired return on investment, according to a pair of advisers. Less is often more and it’s up to proactive businesses to re-assess the weak points in the tech stack.
March 03, 2023
MoneySmart FAR inquiries surpass 40k a month: Wealth Data
The ‘Financial Adviser Register – Check a financial adviser’ search page on the Moneysmart website has surpassed 40,000 views per month, an inquiry by Wealth Data founder Colin Williams has discovered.
March 03, 2023
MetLife encourages advisers to road test 360Health
MetLife Australia is calling on advisers to access health monitoring tool 360Health to support their own health and better understand the value it provides their clients.
March 03, 2023
Over 500k taxpayers could be impacted if super balance cap isn’t indexed: FSC
Analysis of ATO data from the Financial Services Council (FSC) shows over 500,000 current taxpayers will be adversely impacted by the Government’s proposed 30 per cent tax rate on earnings above $3 million.
March 03, 2023
