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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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 Sponsored by | Where do advisers invest their time?The stage 3 tax cuts have sparked discussions on bracket creep. Implementing a tax-effective investment strategy is crucial now more than ever. |
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Expert Feed
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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A balanced approach was promoted however industry super funds (ISN) hijacked the entire process and we were left with opt in's and FDS. Nearly every submission was against opt in and in favour of "opt out". A royal commission needs to be had to examine how the labor government sponsored by the ISN hijacked FoFA.
We need to kick it back to FSR. Three page SOA - her is the client here is my advice and sign off - it needs to be that simple - no one apart from lawyers ( first ones against the wall in the revolution) like where we are in this industry - the usa have the sec where the SOA's should be lodged - bad advice ??? sue the adviser via full teeth FOS/FICS tribunal of fellow experienced advisers . NO SMSF funds under $400K. No direct sucker insurance either.