Workplace trends present opportunities for the advice industry
The financial advice industry has what it takes to win the war for talent, writes Bell Direct CEO Arnie Selvarajah.
January 30, 2023
Investor Desk launches digital investment service
Investor Desk has launched a new digital investment service through its thematic portfolios in collaboration with OpenInvest.
January 30, 2023
Insignia grows automation footprint by using bots
Since Insignia Financial implemented digital worker ‘Optimus’ in 2019, its digital workforce has steadily increased. It now automates over 60 processes, reducing costs and improving business efficiencies.
January 30, 2023
Summerhayes appointed Zurich chair
Former FSC director and APRA executive board member Geoff Summerhayes has been appointed as chair of the board of Zurich Financial Services.
January 30, 2023
AFA, FPA push for member engagement ahead of consult deadline
The member consultation period on a proposed merger between the Financial Planning Association and Association of Financial Advisers is due to close on 31 January, with members encouraged to provide their feedback before then.
January 27, 2023
MLC appoints non-executive director
MLC Life Insurance has appointed David Stephen to its board as an independent non-executive director.
January 27, 2023
Insignia anticipates revenue fall from shifted low-fee-paying clients
The ongoing transition of the former MLC Advice network into the Bridges licensee will see low-fee-paying fixed-term clients moving off those arrangements, creating a short-term revenue reduction for Insignia Financial.
January 25, 2023
Cancelled advice software deals AMP revenue blow
Ahead of announcing its half-year results next month, AMP will write-down almost $70 million related to discontinued advice software programs and a reduction in used office space.
January 25, 2023
FSC research backs purpose of super
The FSC has released consumer research that found strong support for legislating an objective for superannuation, providing that it focuses on delivering retirement income for all Australians.
January 25, 2023
Sustainability considerations a factor for 90pc of real assets investors
Ninety-three per cent of global institutional investors actively consider ESG and sustainability in their real assets investment decisions, according to new research from Aviva Investors.
January 25, 2023
Federated Hermes appoints lead for emerging markets stewardship team
The stewardship service provider for Federated Hermes, EOS, has appointed Ross Teverson to lead its engagement team for Asia and global emerging markets.
January 25, 2023
