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FinClear buys cash investment platform

JAMIE WILLIAMSON | TUESDAY, 1 AUG 2023

Adding to its growing suite of services, FinClear acquired Transact1, a cash investment solution used by both wholesale and institutional investors. FinClear said it is capitalising on growing demand for cash investment products, saying Transact1 positions ...

New inquiry targets audit sector following PwC scandal

CASSANDRA BALDINI | FRIDAY, 23 JUN 2023

A parliamentary inquiry into Australia's audit sector has been launched following PwC's tax leak scandal. Undertaken by the Joint Standing Committee on Corporations and Financial Services, Senator Deborah O'Neill advised the inquiry will ...

AFCA outlines systemic issues in wealth management

ANDREW MCKEAN | TUESDAY, 23 MAY 2023

The Australian Financial Complaints Authority (AFCA) has shed light on what it considers systemic shortcomings in the superannuation, investment, and financial advice industries. The AFCA Systemic Issues Insights report identified multiple instances ...

ASIC bans former Gleneagle fund manager

ANDREW MCKEAN | TUESDAY, 23 MAY 2023

ASIC has banned former Gleneagle fund manager, Gregory Tolpigin, from providing financial services for naked short selling. Tolpigin is also banned from controlling a financial services business or performing any function involved in carrying on a financial ...

AustralianSuper mistake spurs call for regulatory intervention

ANDREW MCKEAN | MONDAY, 15 MAY 2023

Super Consumers Australia (SCA) is urging all superannuation funds to review their account handling processes in the wake of AustralianSuper refunding $70 million to approximately 100,000 members who held multiple accounts with the fund. Last week ...

Startup founder charged for defrauding JPMorgan

JAMIE WILLIAMSON | WEDNESDAY, 5 APR 2023

The founder of JPMorgan's ill-fated student financial aid solution has been formally charged with fraud by the US regulator over the company's sale, while a criminal investigation is also underway. In September 2021, JPMorgan Chase paid US$175 million ...

Iress error impacts ESSSuper members

ANDREW MCKEAN | MONDAY, 3 APR 2023

ESSSuper has disclosed a reporting error made by its administrator, Iress, that impacted 9% of its defined benefit members. Due to Iress' incorrect contribution reporting to the ATO for the 2021-2022 financial year, approximately 9% of ESSSuper defined ...

Lumiant secures $5.2m seed funding

CASSANDRA BALDINI | WEDNESDAY, 29 MAR 2023

Lumiant has closed another seed funding round totaling $5.2 million amid plans to strengthen its US presence and build out a mobile advice solution. The Sydney-founded advice and client engagement platform said the funding came from Invest Blue and ...

ASIC bans Queensland adviser

ANDREW MCKEAN | WEDNESDAY, 15 MAR 2023

ASIC has banned Queensland-based adviser Douglas Allen from providing financial services for three years. ASIC's review of Allen's advice files revealed that he employed a "layered advice" approach. The regulator discovered that his recommendations ...

The traditional CFO is no more: Study

CHLOE WALKER | WEDNESDAY, 1 MAR 2023

About 89% of Australian finance leaders believe the industry needs a new breed of chief financial officers. The study, conducted by Sage from January 7 to January 28 of last year, surveyed 1900 finance leaders at organisations with over 1000 employees ...

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BT appoints new head of strategy

KARREN VERGARA

A former Allianz Retire+ executive has joined BT as the new head of strategy.

ASX sees trade volumes soar in May

MATTHEW WAI

ASX saw a substantial growth in trade volumes last month, despite continued lackluster movement in IPOs.

Otivo launches AI-powered financial advice

MATTHEW WAI

Otivo has launched a mobile app for Australians to access licensed advice powered by AI.

Munro expands access to climate focused fund

VINNY VUCAGO

The Munro Global Growth Climate Leaders PIE Fund has been opened to retail investors in New Zealand.

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