Jon Petie joins coaching team at Slipstream Group
Jon Petie has joined Slipstream Group as a business coach.
November 01, 2022
Why retirement income and advice go hand-in-hand
Retirement is about more than just converting a member from an accumulation strategy to a decumulation strategy and new retirement income products coming to the market are showing the valuable role advice will play.
November 01, 2022
Hejaz Financial Services secures certification for Islamic Funds
Islamic finance provider Hejaz Financial Services has announced that four of its funds have been certified by RIAA.
November 01, 2022
PAC Capital acquires $250 million fund
Sydney-based private asset manager PAC Capital has acquired Clearwater Portfolio Management.
November 01, 2022
What value do Australians get out of financial advice?
For the thousands of Australians who already see a financial planner the value of financial advice is clear, Sarah Abood writes. However, the findings of the Value of Advice index show it's important for all consumers to be able to access advice and that reducing unmet advice needs is a net positive for society.
October 31, 2022
ASIC warns of look-alike scammers
The corporate regulator has put out a notice warning impersonators are attempting to contact members on ASIC registries to defraud customers amid rising cybersecurity risks from the fallout of the Optus and Medibank data breaches.
October 31, 2022
Karl Morris: Hooked on advice after witnessing the 1987 crash
After witnessing the fallout of the 1987 stock market crash, the now CEO of Ord Minnett received a firsthand look at how financial markets can make or break people's livelihoods. In three and half decades in the industry he's seen it all – from the launch of the compulsory superannuation system to the new world of financial advice.
October 28, 2022
De Gori moving up the FPSB ranks
After joining the Financial Planning Standards Board earlier this year, former Financial Planning Association CEO Dante De Gori will lead the organisation representing certified financial planners globally.
October 28, 2022
ASIC underwhelmed with breach reporting compliance
A report covering the first nine months of the breach reporting regime has left the corporate regulator dissatisfied with the level of compliance from the industry. It comes as the regulator is facing another Senate review regarding its enforcement performance.
October 27, 2022
A service for the ages: There’s more to advice than financial returns
Navigating the aged care system underlines once again the value of good financial advice, and how well it works when it’s delivered as a true fee-based professional service.
October 27, 2022
Online education is a good strategy to retain clients: Practice consultants
Advisers may not be struggling to gain clients, but there are still benefits to boosting online content according to two practice consultants. Aside from online education that avoids repetition, remote content can be used as internal marketing to help retain clients.
October 26, 2022
