AustralianSuper names head of Americas alongside other new hires
AustralianSuper has appointed Mikaël Limpalaër as its head of Americas, alongside a slew of other new hires in the US office.
October 04, 2024
Licensees should be taking leadership on AI
Licensees must take the reins and help guide advice practices with the implementation of AI. Appointing a full-time expert to educate team members on the emerging technology is a first step in the effective adoption.
October 03, 2024
FAAA names winner of Gwen Fletcher Memorial Award for semester two 2024
Craig Roberts of Elston Private Wealth in Queensland has been awarded the Gwen Fletcher Memorial Award for the second semester of 2024 by the Financial Advice Association.
October 03, 2024
AMP Advice adds firm to network ahead of Entireti move
AMP Advice has announced that wealth management and strategic consulting group Stantins Financial Services has joined its network.
October 03, 2024
UK mulls the dos and do nots of superannuation
As UK pension reform picks up steam, British policymakers and funds have embarked on fact-finding missions to understand the inner workings of their Australian counterparts. Of particular focus has been what has – and hasn't worked – like performance testing, stapling and the conflict between costs and member outcomes.
October 03, 2024
Amid affordability row, clients say advice worth the cost
As the government battles to lower the cost of financial advice by reducing red tape via the Delivering Better Financial Outcomes bill, the latest Value of Advice research has found clients believe the benefits still outweigh the cost.
October 02, 2024
Quantum computing makes trusted advice even more important
The emerging field of quantum computing will help financial advisers more accurately predict how long someone’s retirement savings will last and offer a pathway to delivering hyper-personalised financial advice. But for now, it’s still a technology still in its infancy.
October 02, 2024
Lack of informed client consent for AI usage creates code conundrum
With third-party AI systems involved in recording client conversations and handling client data, it is essential that advisers gain the informed consent of clients about the application of this technology – and it is arguably a requirement of Standard 4 of the Code of Ethics.
October 01, 2024
Penny Wong to address financial services industry
Minister for Foreign Affairs Penny Wong will headline the next instalment of the Conexus Financial Political Series, with an exclusive briefing on Australia’s international relations, wars in the Middle East and Ukraine and next US presidential administration. The rare appearance before a financial services audience comes as Senator Wong makes the case for peace in a world of increasing conflict and complexity.
October 01, 2024
HESTA appoints general manager of compliance
Health industry super fund HESTA has appointed Tim Pietsch as general manager of compliance.
October 01, 2024
When articulating value results in referrals
One of the biggest lessons learned in advice for Merideon Wealth Strategies managing director Mark Rattigan has been that articulating value to clients will mitigate any concerns about the cost of advice – so much so that justifying fee rises inadvertently boosted referrals because clients better understood the value of the advice they were being given.
September 30, 2024
