| | | The ASX-listed investment platform has released a first of its kind senior equity release product for Australia, targeting financial advisers working with clients over 60. |
| | | | Commonwealth Bank is offloading Count Financial to CountPlus for $2.5 million. |
| | | | A national financial advice group with more than 120 advisers on its books is to be acquired by a major Canadian wealth manager. |
| | | | A former Futuro adviser is facing up to 15 years behind bars following allegations he stole $179,600 from a deceased estate of which he was executor. |
| | | | The complexities of binding death benefit nominations and wills piqued the interest of many at the quarterly Challenger and Financial Standard Technical Services Forum. |
| | | | Association of Financial Advisers general manager of policy and professionalism Phil Anderson has labelled the 600 advisers sitting the first exam as "brave", fearing they are underprepared. |
| | | | Female financial advice clients aren't getting the support they need from financial advisers, putting client books at risk. |
| | | | Financial advisers using Praemium's integrated managed accounts offering can now access the Cashwerkz platform. |
| | | | As financial advisers adjust their business models to the Life Insurance Framework, many fear the Royal Commission's recommendations will further undermine the viability of their practices. |
| | | | An impact investing expert believes the principle offers financial advisers with an opportunity to engage people who might deem investing to be too complex for them. |
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| | KARREN VERGARA A new superannuation fund hoping to bridge the retirement savings gap will launch with the hope of disrupting the system that has disadvantaged women. | JAMIE WILLIAMSON The general manager of superannuation and retirement solutions at a $57 billion industry fund has resigned, with the hunt commencing for a replacement. | | | KARREN VERGARA Praemium saw funds under administration hit $16.1 billion over the last financial year, thanks largely to its off-platform managed accounts service. | HARRISON WORLEY OnePath has moved to enhance the abilities of financial advisers using its OneView Life client management portal. |
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