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
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
