Zenith makes two new appointments to sales team
Research firm Zenith Investment Partners has promoted Glenn Boyes to the role of head of sales, representing the combined capabilities of Zenith and European-based data analytics provider FE fundinfo to advisers, fund managers and technology partners.
February 20, 2023
CountPlus appoints group chief risk officer
CountPlus has appointed Lisa Chambers as group chief risk officer.
February 20, 2023
Experience pathway keeping advice on the ‘cusp of a profession’
Many existing advisers already have a favourable education pathway compared to new entrants and deploying the experience carve out is a step too far, a panel has argued at the Advice Practitioner Summit.
February 17, 2023
‘Current system is stuffed’: SMSF sector looks for refresh from advice review
Much of the discourse around the Quality of Advice Review proposals has centered around regulatory red tape and consumer protections, but next week Michelle Levy will engage the SMSF industry on their feedback to the review’s proposals.
February 17, 2023
ASIC will allow SMSF auditors competency standards class order to sunset
ASIC has proposed allowing class order CO 12/1687 Competency Standards for approved SMSF auditors to expire on 1 April 2023.
February 17, 2023
Levy faces uphill battle to win over consumer groups
Quality of Advice Review lead Michelle Levy has criticised the rebuttal made by Choice and other consumer groups to her recommendations while conceding she has been unable to convince them of the merit of the proposals.
February 16, 2023
AMP Advice continues path to financial recovery
Upon releasing full FY22 results, the advice arm of AMP boasted a halving of its after profit revenue deficit. The financial performance highlights the continued improvement of the licensee business being able to function financially independently.
February 16, 2023
Iress warns industry to be mindful of company impersonators
Iress has warned the industry of a scam involving malicious actors impersonating staff members of the adviser software provider.
February 16, 2023
AvSuper and ART investigating merger
AvSuper and Australian Retirement Trust (ART) have agreed to investigate merging by signing a Memorandum of Understanding (MoU).
February 16, 2023
Former Iress CEO named Mason Stevens chair
Former Iress CEO Andrew Walsh has been appointed to chair the board of directors of wealth platform provider Mason Stevens.
February 15, 2023
Tech migration lingers on comprehensive BDM support
Advice practices aren’t always satisfied with their tech providers, but are often hesitant to move because a poor onboarding process can create further issues if staff aren’t properly trained in the new system. According to a panel, BDM support should be an essential part of any tech migration.
February 15, 2023
Chalmers, Jones to front financial advice industry
Professional Planner readers have an exclusive opportunity to listen to the Federal Treasurer Jim Chalmers and Minister for Financial Services Stephen Jones on the Australian economy, financial advice and superannuation.
February 15, 2023
