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| | | ASIC has accepted a court enforceable undertaking from financial advice firm Lasarith and its sole director and responsible manager Adam Smith. Lasarith, trading as Succession Matters, will cease operating its financial services business under its AFSL ... |
| | | | Schroders Australia has appointed Colin Keenan as institutional sales manager, providing local clients with solutions across Australian and global equities, private markets, fixed income and multi-asset. He brings 17 years' experience and joins from ... |
| | | | Young Australians are putting billions of dollars of inheritance at risk with their current money management behaviours, according to new research from Findex. The research, commissioned by Findex, explored the spending, saving, and investing behaviours ... |
| | | | The insurer has unveiled a new digital platform that promises to keep track of all Professional Year requirements and achievements. Developed by TAL's Risk Academy team, in collaboration with several licensees, PY Manager allows licensees, financial ... |
| | | | ... government support payments stopped, and the FPA postponed many events which would normally add revenue. The overall profession has been in structural decline, with adviser numbers reducing by over 14% in the year. While the FPA's membership reduced ... |
| | | | In anticipation of a recession, Equipsuper chief investment officer Andrew Howard says the revamp is the culmination of a six-month drive to get the right people in place. Providing an update to Industry Moves, Howard says he's confident the fund ... |
| | | | ... models, and adviser numbers within large AFSLs. "These factors have caused a number of financial planners to leave the profession," the FPA said. "This is also reflected by an approximate 14.4% reduction in financial advisers listed on ASIC's Financial ... |
| | | | Learning about superannuation should be considered a part of an employee's professional development, according to Australian Retirement Trust members. The super fund recently held a roundtable with some of its employers and found many believe super ... |
| | | | Men continue to dominate investment teams, with new insights showing that managers are hiring two males for every one woman. This, despite more than half saying they consider gender diversity a critical factor in investment decision-making. Consulting ... |
| | | | ... "I would like to sincerely thank Alison for her exceptional contribution to the FPA board, the association and the profession more broadly. On a personal note, I would also like to thank her for her many years of wise and balanced counsel." The annual ... |
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