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| | | Aware Super has expanded its mandate with TAL, with the insurer to now provide cover to VicSuper members as well. To date, VicSuper members' group insurance has been provided by MetLife and Aware Super's by TAL. However, members have been informed that ... |
| | | | Five AMP companies will pay $14.5 million for charging close to 1500 superannuation members fees for no service over the course of about three years. The Federal Court handed the fine to AMP Superannuation, AMP Financial Planning, Charter Financial ... |
| | | | 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 ... |
| | | | Former financial adviser John Wertheimer pleaded guilty to charges surrounding unauthorised client transactions in Perth Magistrates Court. Wertheimer pleaded guilty to one charge of providing a financial service on behalf of a person who carries on ... |
| | | | Financial advisers continue to be engaged with ETF strategies, with 88% using them to boost client portfolios in Australia this year. The annual VanEck Australian Smart Beta Survey collected data from 650 Australian financial advisers and brokers; the ... |
| | | | 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 ... |
| | | | ... classes in different ways with interest bearing securities and those investors who are retiring this year, most affected. "We know superannuation is a long-term investment proposition, and through investment diversification and strategic asset allocations ... |
| | | | 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 ... |
| | | | ... Tagliaferro since 2020. "I believe that now is the right time to hand over to the next generation at Investors Mutual. I know I leave our clients in safe hands with every confidence in the team's ability to generate healthy returns moving forward," Tagliaferro ... |
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