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Platinum announces strategic review
Platinum said following the review Platinum Capital and Platinum Asia Investments may be wound up.
Sequoia chief's job at stake in upcoming EGM
Sequoia Financial Group will hold an Extraordinary General Meeting (EGM) in June that will consider a resolution to remove chief executive and managing director Garry Crole.
Scott Farquhar steps down from Atlassian
After more than two decades at the helm, Scott Farquhar will step down as co-chief executive of Atlassian.
Goldman Sachs ditches robo-adviser Marcus Invest
The investment bank is offloading Marcus Invest to Betterment just three years after announcing it will launch the digital adviser.
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Why advisers should consider offering general insurance to HNW clients
I have read many articles over the years about servicing high-net-worth (HNW) clients in the financial services industry.
The role of AI in financial planning: Insights from the US
Ever since ChatGPT burst onto the scene late last year, generative AI has been front and centre of business discussions and financial planning, just like ...
Considerations when nominating a charity for your super upon death
There has been a lot of talk lately about the upcoming great wealth transfer, and you might be wondering where charities fit into all this.
The end of free money
With institutional investors prudently reassessing their risks in current market conditions and seeking safe havens in alternatives such as secured private ...
Featured Profile
Fiona Mann
HEAD OF LISTED EQUITIES AND ESG
BRIGHTER SUPER
BRIGHTER SUPER
Brighter Super head of listed equities and ESG Fiona Mann was shaped by a childhood steeped in military-like discipline and global nomadism. Andrew McKean writes.
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The continuing lack of common sense & accountability & responsibility never ceases to amaze me. Here is the Lead person for ASIC again as a prime example. If you are an authorised rep under an AFSL - the AFSL already has to ensure that you meet all of your ongoing CPD/Training & have to be fit/proper for purpose - otherwise WHY are the AFSL's licencing them in the 1st place ?
Another beautiful "handball" too about the exam - yes we are responsible for administering it, but we have nothing to do with the format or what is in it - i.e. Not My Problem !!! And Stephen Jones wants to hire an extra 8,000 public servants.
If you are an authorised representative under an AFSL and registered on the Financial Adviser Register - ASIC should simply be able to "copy and paste" the list to FCSP - this should be a "No Brainer"