Perpetual appoints deputy equities head
Fund manager Perpetual has appointed Anthony Aboud as deputy head of equities for Perpetual Asset Management Australia (PAMA).
December 22, 2022
Scaling the summit: June in review
At Professional Planner’s marquee event for the year, Licensee Summit heard from the Quality of Advice Review, the regulators, and the major licensees and associations.
December 22, 2022
Passing the midway point: July in review
ANZ’s life business re-launched under a new brand, while one of the major researchers expanded its managed account services. After two decades leading Xplan, Iress CEO Andrew Walsh announced his retirement.
December 22, 2022
The 7 key things resilient advice firms are considering for 2023
The business coaching team at Elixir Consulting spend their lives helping advisers to plan and execute the evolution of their advisory firms. In this article, senior consultant Graham Burnard shares Elixir’s observations on the key elements that every advice firm should be considering in their planning for 2023.
December 21, 2022
Meet the new boss: May in review
The industry hit a new low in terms of adviser numbers, but the evidence showed that advisers willing to commit to professionalism would be rewarded. Meanwhile, Jane Hume’s tenure leading the financial services industry came to an end after Labor’s win in the federal election.
December 21, 2022
FNZ and UBS Australia complete platform migration
Global wealth management platform FNZ has migrated UBS Australia onto post-trade processing engine SynOps.
December 21, 2022
Winners of Aged Care Adviser awards announced
Bruce Baynes and Alteris Financial Group are the winners for this year's Aged Care Steps 'Aged Care Adviser of the Year' award.
December 21, 2022
Court rules against finfluencer ‘ASX Wolf’
The Federal Court has found the finfluencer that named himself the "ASX Wolf", Tyson Scholz, contravened the Corporations Act by carrying on a financial service business without an AFSL.
December 21, 2022
Kyle Brown Wealth Management joins Count
Count Financial has added Kyle Brown Wealth Management to its national advice community.
December 20, 2022
Credit insurance charges dropped against CBA
Criminal proceedings against the Commonwealth Bank regarding credit insurance have been dismissed due to the underlying criminal charges falling outside the statute of limitations.
December 20, 2022
No more influence: March in review
The corporate regulator stepped up enforcement of finfluencers giving unregulated advice, while professionally regulated advisers finally saw the commencement of the Quality of Advice Review with then relatively unknown Michelle Levy appointed into the role.
December 20, 2022
Live from the greatest city in the world: April in review
After being pushed back a couple of months due to the Covid-19 pandemic, the SMSF Association hosted its marque event in Adelaide.
December 20, 2022
