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| | | ... dinner. The award is presented to extraordinary and visionary advisers, recognising qualities of leadership, innovation, customer focus and professional excellence. "The AFA congratulates Felicity for winning this award and for her role as an ambassador ... |
| | | | Quality of Advice Review chair Michelle Levy believes providing financial advice with a focus on best interests duty and duty of priority is doing things the wrong way. Commenting on her proposal to replace the best interests duty and duty of priority ... |
| | | | 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 ... |
| | | | ... added: "We are delighted to extend our partnership with both DOMA and the Commonwealth government as a long-term tenant customer, as we modernise our office portfolios and select low vacancy markets which will drive long-term growth for our investors ... |
| | | | Liberal senator Andrew Bragg has released a draft bill for consultation that introduces licences for digital asset exchanges, custody services, stablecoin issuers, and instigates disclosure requirements for Chinese state-owned banks that facilitate ... |
| | | | 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 ... |
| | | | ... industry is working towards data democratisation. Meanwhile, nearly half (48%) of respondents said that their compliance and customer service departments would operate more efficiently and benefit from being part of a global consumer due diligence utility ... |
| | | | ... recognises and celebrates these talented individuals who drive positive change through their leadership, innovation, customer-centricity and commitment to professional excellence and financial literacy," Zurich Life & Investments chief distribution officer ... |
| | | | ... funding from Savant Wealth Management. Savant has $13.5 billion in assets under management and, as Lumiant's first US customer, took a minority stake in Lumiant's US business. Its chief executive and founder Brent Brodeski now has a seat on Lumiant's ... |
| | | | Superhero has rolled out an auto-invest feature on its platform and also introduced a new investment discovery experience for users. From today, Superhero users can schedule automatic buy orders to have a recurring order for any share or ETF available ... |
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