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| | | North has launched its new managed portfolio offering, Buy, Badge, Build, for advisers and their clients. Buy, Badge, Build will allow advice practices to choose from North's menu and customise their own branded managed portfolios. North explained ... |
| | | | 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 ... |
| | | | ASIC named and shamed more responsible entities in need of improving their oversight of investment managers' marketing practices, raising concerns over five funds totalling about $705 million in assets. Ongoing ASIC surveillance identified concerns ... |
| | | | Lauren O'Neill has been named as JANA's new general manager, strategy and innovation, replacing Georgina Dudley, who will become chief executive in December. O'Neill currently serves as JANA's head of client development, bringing over 20 years' experience ... |
| | | | First Sentier Investors (FSI) has named Kate Turner its new global head of responsible investment while bolstering its responsible investment team in several markets. Based in Sydney, Turner replaces Will Oulton, who is retiring from the business at ... |
| | | | 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 ... |
| | | | 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 ... |
| | | | Appearing at the FPA Congress today, ASIC senior executive leader Leah Sciacca explained that all financial advisers will need to register with the ASIC Financial Services and Credit Panel, in addition to being registered on the Financial Advisers Register. ... |
| | | | The Financial Planning Association of Australia (FPA) announced the winners of the 2022 FPA Awards and the Gwen Fletcher Memorial Award at the FPA Professionals Congress in Sydney yesterday. Now in its 10th year, the FPA Awards recognise individuals ... |
| | | | Colonial First State (CFS) has unveiled its new CFS Edge wrap platform, calling it the first major Australian wealth platform market innovation in the last decade. At a platform preview in Sydney last night, CFS chief executive, superannuation Kelly ... |
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