|The life insurer will offer a training course to help financial advisers apply the Financial Adviser Standards and Ethics Authority's code of ethics.|
|Praemium announced new platform functionality to provide financial advisers with knowledge and insights to enhance client engagement, using artificial intelligence.|
|A growing community of like-minded financial advisers is adding its voice to calls for advice to be deemed tax deductible, as businesses grapple with the pressures of increased education standards and the Royal Commission.|
|ASIC banned a former authorised representative of the now-defunct Austplan after clients were found to have been placed in a vulnerable financial position as a result of his advice.|
|Investors who chose to rebalance their portfolios in anticipation of a Labor victory in the Federal election now find themselves at a critical junction: to revert to an Australian equity focus or accept a more balanced portfolio that rejects excess franking ...|
|The Financial Planning Association of Australia (FPA) has launched a free health and wellbeing program providing confidential support from psychologists and counsellors to its members.|
|More than 30 financial advisers are left without a home as Spectrum Wealth Advisers shuts up shop.|
|Many financial advisers believe unlisted assets lack transparency and are illiquid, growth investments.|
|Third-party managed discretionary account provider Philo Capital Advisers launched an MDA service with a Melbourne-based advisory.|
|An ASX-listed financial planning technology company will reconfigure its strategy following an unsuccessful pilot partnership with Commonwealth Financial Planning.|
A new superannuation fund hoping to bridge the retirement savings gap will launch with the hope of disrupting the system that has disadvantaged women.
The general manager of superannuation and retirement solutions at a $57 billion industry fund has resigned, with the hunt commencing for a replacement.
Praemium saw funds under administration hit $16.1 billion over the last financial year, thanks largely to its off-platform managed accounts service.
OnePath has moved to enhance the abilities of financial advisers using its OneView Life client management portal.
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