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| | | Colonial First State (CFS) has ceased its partnership with digital advice technology provider Otivo less than two years after joining forces, opting instead to launch an in-house offering called Super Advice. As of February 23, the Otivo digital advice ... |
| | | | To ensure clients end up with a comfortable retirement, financial advisers prioritise providing a solid plan and boosting their superannuation literacy, a survey shows. Polling the audience at the 2026 SMSF Association National Conference in Adelaide ... |
| | | | Nowinfinity general manager Kate Anderson said upcoming regulatory changes will have a significant impact on compliance for self-managed superannuation funds (SMSF) and advised professionals to stay alert. With Division 296, AML/CTF Tranche 2, and Payday ... |
| | | | Financial advisers can bridge the gap in aged care advice, according to an expert, who says that too many elderly people are suffering from the confusion and misinformation surrounding the new aged care reforms. Louise Biti, director of Aged Care Steps ... |
| | | | ... widely respected for his integrity, precision, and unwavering commitment to improving best practice within the SMSF profession," Hay-Bartlem said. |
| | | | Often on the frontlines of dealing with an ageing client base, financial advisers have the obligation to identify, safeguard and respond to elder and financial abuse. This is according to Pitcher Partners client director of estate planning Anna Hacker ... |
| | | | The Australian Financial Complaints Authority (AFCA) has vented its frustration over ASIC's recommendations for financial advisers around self-managed superannuation funds (SMSF), claiming some suggestions were not "done well at all." In INFO SHEET ... |
| | | | SMSF Association (SMSFA) policy manager Keddie Waller said most measures intended to help boost the number of new entrants to the advice industry have been abandoned, at least for now. Speaking at the 2026 SMSF Association National Conference, Waller ... |
| | | | FinCap Australia has appointed a new head of portfolio construction and investment solutions for its private assets managed accounts (PAMA) platform, designed for wholesale and professional investors. Ben Davis brings more than 25 years' experience ... |
| | | | A third Future Fund investment professional is bound for Abu Dhabi, following in the footsteps of the sovereign wealth fund's former chief investment officer and a deputy CIO. Pradheesh Salvarajah has taken on a role as investment manager at Abu ... |
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