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
ASIC to expand enforcement focus areas this year
ASIC has warned businesses it will be targeting greenwashing, predatory lending, and misleading insurance pricing promises this year as part of a continuing focus on protecting consumers from financial harm.
February 15, 2023
Cboe announces planned retirement of CEO
Cboe Australia has announced the planned retirement of CEO Vic Jokovic, effective 31 March 2023, with Emma Quinn appointed successor.
February 15, 2023
HESTA membership reaches one million
HESTA membership has reached the one million mark.
February 15, 2023
Half of couples consider financial dishonesty a form of infidelity
The ‘Couples and Money Survey’ by US-based Orion Advisor Solutions revealed that half (50 per cent) of respondents – including 61 per cent of millennials – consider dishonesty about money a form of infidelity.
February 15, 2023
More orgs added to Iress connectivity network
MLC Life Insurance and Praemium have signed memorandums of understanding (MOU’s) in which they agree to collaborate with Iress on the design and creation of its connectivity network.
February 15, 2023
‘Cherry on top’: Build organic growth before pursuing M&A
Advice practices are looking for scale in a contracted business environment but an acquisition is not a guaranteed path to success, according to a panel discussion. A strong foundation built from organic growth is needed for any potential M&A to succeed.
February 14, 2023
Super funds’ complaint process under regulator’s scrutiny
Super funds’ complaints handling processes are firmly in the spotlight after ASIC identified several problem areas that need fixing.
February 14, 2023
Zurich appointed group provider for Brighter Super
Brighter Super has appointed Zurich Financial Services to provide group insurance for its members, commencing from the start of the upcoming financial year.
February 14, 2023
FPA names winner of Gwen Fletcher Memorial Award
The FPA has named Jessica Dean as the recipient of the Gwen Fletcher Memorial Award for the summer semester of 2022.
February 14, 2023
