Changes to Allianz Retire+ leadership team
Allianz Retire+ has appointed Jason Hunt, Sandrine de Bonhome, and Sandra Bridgewater to its leadership team.
February 07, 2023
FPA and AFA announce EGM dates for merger vote, name change
Members of the Financial Planning Association and Association of Financial Advisers will vote on a proposed merger of the two associations at Extraordinary General Meetings (EGMs) for each association to be held on Tuesday, 28 February 2023.
February 06, 2023
A new year to usher in a fresh economic era for financial advice
Deregulation should not radically change the way good practices operate because the principles underpinning the current regulatory regime make smart business sense, Fortnum Private Wealth’s Neil Younger writes.
February 06, 2023
Women want trust, social proof and education from advisers: Netwealth survey
Women are “underserviced” by financial advisers and content marketing strategies need to be engineered to better earn their trust, according to research from Netwealth. Currently, almost 90 per cent of women seeking advice will rely on existing relationships for referrals.
February 06, 2023
Kaplan reporting high enrolments despite potential exp pathway
Despite conjecture around the experience pathway, Kaplan Professional is reporting high enrolment numbers in 2023 for financial advice related courses.
February 06, 2023
AIST renews call to measure menopause impact as estimated cost soars
The Australian Institute of Superannuation Trustees (AIST) has increased its estimate of the cost of menopause to more than $112.2 billion as it continued to urge the Federal Government to measure and report on its impact on women’s retirement incomes.
February 06, 2023
Magellan head of marketing joins Schroders Australia
Magellan head of marketing Lucy Briggs has departed the troubled fund manager to join Schroders Australia in the same role.
February 06, 2023
‘It shouldn’t be growth at any cost’: The balancing act of staff management
The balancing act between keeping staff happy and pursuing business growth means advice practices have to make pragmatic decisions around how to develop and maintain culture.
February 03, 2023
‘Better year for investors’: Market to move past disastrous 2022
Last year was a disaster for investors, but 2023 will be better, according to global market strategist and J.P. Morgan executive director Kerry Craig.
February 03, 2023
FAR commences displaying tax (financial) advice status
The ASIC Financial Advisers Register now officially displays whether financial planners can provide tax (financial) advice.
February 03, 2023
Cbus Super appoints portfolio strategist and senior analyst
Cbus Super has appointed Divya Jain and Nathan Cotton as portfolio strategist and senior analyst, respectfully.
February 03, 2023
