Anti-obesity drugs offer a solution to the ‘food trilemma’
Anti-obesity medications (AOMs) such as GLP-1s will play an unquestionable long-term role in balancing the “food trilemma”. But their advent may also have broad implications that alter public attitudes towards food and obesity.
September 03, 2024
Getting under the hood of impact investing funds
Evaluating the merits of an impact fund goes beyond relying on green scores and it’s important to review the underlying thesis behind how and why the strategy will make a positive difference in the world, researchers and advisers say. This is particularly the case when it comes to emerging investment themes like healthcare and AI.
September 03, 2024
It’s time for adviser professional judgement to be recognised
Regulators, politicians, lawyers, compliance teams, and the media all have a strong opinion about how financial planning should be conducted, but Paul Moran writes the views of financial planners seem to be forgotten as part of the conversation.
September 02, 2024
Ponzi scheme director receives 11-year prison sentence
Former Courtenay House director Tony Iervasi has been sentenced to 11 years imprisonment for criminal charges relating to the operation of the firm’s Ponzi scheme.
September 02, 2024
Bringing feminine traits to risk advice
Risk advice is now regarded as a much more personal service, but it is delivered by a much smaller pool of financial advisers. Traditionally feminine traits such as nurturance, sensitivity and warmth naturally lend themselves to life insurance which should encourage more women to consider it as a speciality.
September 02, 2024
Sherlock Wealth names CEO
Sherlock Wealth has appointed Andrew Sherlock as its CEO, taking over from his wife Jacqui Sherlock who is stepping down after eight years in the role.
September 02, 2024
Betashares completes acquisition of Bendigo Super
Betashares has completed the acquisition of the $1.4 billion Bendigo Superannuation, officially marking its entry to the retirement industry.
September 02, 2024
ASIC calls on super funds to better engage with millennials
ASIC’s Moneysmart has urged super funds to better engage with millennial members and improve services, transparency and access to information, following a roundtable with financial advisers, research and content creators.
September 02, 2024
Count’s CBA remediation provision now closed
Count has finished up the remediation provision it took on after acquiring Count Financial from Commonwealth Bank more than four years ago. CEO Hugh Humphrey tells Professional Planner it’s a “big milestone” for the group in the thick of a transition in the advice profession that has turned Count into one of the largest licensees via a raft of acquisitions.
August 30, 2024
E&P sees Dixon in rearview mirror while advisers foot the bill
The parent company of Dixon Advisory, E&P Financial Group, has told the market its legacy issues are behind it, while preaching its core values of putting clients first and acting with integrity. Meanwhile, former Dixon clients are left on their own to fight for compensation and advisers and licensees are left to foot the bill. Simon Hoyle and Chris Dastoor write it’s par for the course for a flawed scheme design and a “diabolical” funding model.
August 29, 2024
Jones proposes roundtable to resolve tax adviser ethics row
Minister for Financial Services Stephen Jones is moving at lightning speed to consult with 10 professional associations, including the Financial Advice Association, before his determination with eight new ethical obligations for tax advisers is subject to a disallowance vote by the Senate on 10 September.
August 29, 2024
