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| | | Talaria Asset Management has named Lance Oliver as its head of sales. Oliver stepped into the newly created role today and is based in Talaria's Melbourne office. He will be responsible for leading the business development team and will help support ... |
| | | | Colonial First State (CFS) has significantly expanded its FirstChoice menu, adding a range of ETF exposures, fixed interest, and sustainability strategies. Following the addition of the 17 new funds, the FirstChoice platform has reached the largest ... |
| | | | Janus Henderson Group has hired Michelle Dunstan as chief responsibility officer. Dunstan will join the global fund manager in early January and will be responsible for overseeing Janus Henderson's corporate responsibility and responsible investing ... |
| | | | AZ Next Generation Advisory (AZ NGA) has acquired a stake in SCM Financial Group (SCM) following a competitive tender process. SCM's strategic partnership with AZ NGA will enable it to fulfil its key priorities including enhancing the group's service ... |
| | | | The Association of Financial Advisers (AFA) chief executive Phil Anderson said the Code of Ethics for financial advisers was not backed by industry during its 2019 implementation and remains the case now. The Code of Ethics, developed by the now dissolved ... |
| | | | FS Sustainability is launching the inaugural ESG Power50, a list comprising the 50 most influential ESG professionals working at ASX-listed companies in Australia. For the first time, readers of FS Sustainability along with FS Super - The Journal of ... |
| | | | There are multiple complexities around providing advice and the impacts of disability, with planners sandwiched between highly anxious clients and tough systems. Speaking at the FPA Congress, Health & Finance Integrated chief executive William Johns ... |
| | | | Ex-FPA chair Marisa Broome believes that when it comes to regulation for advisers, Chapter 7 of the Corporations Act is not fit for purpose. Addressing the crowd at the FPA Congress 2022, Broome said that for 90% of what she does as a planner, she doesn't ... |
| | | | Alongside a panel of experts at the FPA 2022 Congress held in Sydney, FPA chief executive Sarah Abood was asked what she expects the advice sector to look like in 2023, and her answer involved the metaverse. "I'm an optimist when it comes to technology ... |
| | | | According to social researcher Michael McQueen, the trends that will be game changers, not just for financial planners but for the world at large, is the acceleration of artificial intelligence, the reworking of work, and the post-millennial era. "In ... |
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