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| | | New research has measured the progress made towards achieving recognised professional status within the Australian financial advice sector. An academic article authored by financial adviser and researcher Ben Neilson noted that advisers have recently ... |
| | | | When it comes to financial planning, a growing number of high-net-worth (HNW) individuals are opting to DIY, according to new research collated by Investment Trends and sponsored by Praemium. The research, which involved polling 7500 investors, found ... |
| | | | AMP's wrap platform has added Cboe Australia's funds to its offering as it continues to grow in popularity with financial advisers. Just last month, North's managed portfolio passed $6 billion in assets under management, more than doubling since August ... |
| | | | Mercer analysis of publicly available retirement income strategy summaries shows a great disparity between super funds' approaches. Under the requirements of the Retirement Income Covenant, trustees set out how they'll help members with their retirement ... |
| | | | As its first in-person conference in three years, a 'Reunite, Resest' theme will underpin the Financial Planning Association of Australia's (FPA) Professionals Congress later this year. Held in Sydney on November 23-24, the Congress will host a range ... |
| | | | The Actuaries Institute has named Chris Dolman as the Actuary of the Year for 2022. Dolman is executive manager, data and algorithmic ethics at IAG and is also a research affiliate at ANU's Humanising Machine Intelligence group and contributes to the ... |
| | | | Former Synchron general manager Phil Osborne has been appointed to head up Sequoia Financial Group's licensee, Libertas Financial Planning. Osborne, who resigned from Synchron in June after just five months, will support the ongoing development of advisers ... |
| | | | In opening the Financial Standard Managed Accounts Forum, MLC head of investment consulting (managed accounts) Brent Bevan explained the greatest roadblocks that stop the creation, adoption, or rollout of managed account programs. Addressing how there ... |
| | | | Enabling advisers and support staff to track the status of transactions via the platform's user interface, BT Panorama's new Robotic Integrated Technology Administration (RITA) platform has been launched. RITA is a fast automated service request tracker ... |
| | | | APRA has outlined plans for its multi-year program to modernise the architecture of prudential standards for banks, insurers, and super funds. The program, which commenced last year, is intended to ensure the framework continues to underpin financial ... |
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