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
ART makes investment team changes
Australian Retirement Trust has appointed Andrew Fisher as head of investment strategy, while head of strategy for QSuper portfolios Damien Lillicrap has left the fund to pursue other opportunities.
March 31, 2023
Betashares launches practice development offering
ETF provider Betashares has launched a practice development content offering that aims to help advisers develop their businesses.
March 31, 2023
‘Impossible’ to provide comprehensive advice to members: ART
External advisers will be the primary outlet for complex advice for Australian Retirement Trust members with the fund prioritising advocacy for the profession over expanding holistic advice services.
March 30, 2023
Net zero finds some new political friends
Senators covering both aisles of Parliament − the Liberal’s Andrew Bragg, Labor’s Karen Grogan and Independent David Pocock − have formed a group to introduce legislation to increase institutional investment into projects and technology that prioritises the net zero transition.
March 30, 2023
Cbus CEO to retire
After completion of two major mergers, the CEO of industry fund Cbus Super, Justin Arter, will retire in May.
March 30, 2023
Future2 Foundation to include AFA and SMSF Association members
The Financial Planning Association’s Future2 Foundation has expanded its scope to include members of the Association of Financial Advisers and the SMSF Association as participants in its charitable activities.
March 30, 2023
Separating fact from fiction about active ETFs
With the growth in popularity of ETFs, ETFs have become increasingly popular as a means of investment, but with their growing popularity, many misconceptions have arisen about their value and risks. By separating fact from fiction, this article aims to help investors make informed decisions when considering ETFs as part of their investment portfolio.
March 30, 2023
Demystifying myths on ETF liquidity & embracing the active opportunity
Liquidity is one of the most important ETF features, and it’s also one of the most widely misunderstood. ETF liquidity can often be greater than investors assume. We share our insights as investors warm up to actively managed ETF strategies.
March 30, 2023
