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professionalplanner.com.au
4 小时
‘Industrial scale’: Telemarketer-to-advice pipeline haunting ASIC
The regulator has linked telemarketers using high-pressure sales tactics to refer potential clients to advisers to rollover ...
professionalplanner.com.au
4 小时
Swan fends off Bragg offensive over Cbus governance
Wayne Swan, former Labor treasurer turned chair of embattled profit-to-member fund Cbus, has staunchly defended the ...
professionalplanner.com.au
4 小时
Take Trump at his word: Foreign Minister Wong
Australian investors and business should not be surprised if and when US president-elect Donald Trump enacts sweeping changes ...
professionalplanner.com.au
9 小时
Building a successful advice practice
EWL managing partner Craig Emanuel and Colonial First State group executive for distribution Bryce Quirk join Professional ...
professionalplanner.com.au
5 小时
First Sentier Investors makes senior commercial appointments
First Sentier Investors has appointed its global head of distribution and marketing, Harry Moore, to the newly created role of chief commercial officer. His current position will be filled by Lauren ...
professionalplanner.com.au
1 天
No need to wait for Canberra for advice process, documentation simplification
There are things advisers can do right now to reduce the size and complexity of Statements of Advice, improve advice and ...
professionalplanner.com.au
17 小时
Practices should get same access to new class of advisers: FAAA
The Financial Advice Association says it will be supportive of the new class of adviser if the advice profession has the same ...
professionalplanner.com.au
2 天
‘But for’ what? Advisers funding clients’ opportunity costs through CSLR
The Financial Advice Association has called out a glaring issue in the AFCA determination process which allows compensation ...
professionalplanner.com.au
1 天
FSC survey: fund managers still struggle to attract women in investment teams
The Financial Services Council (FSC) has released the results of its 2024 Women in Investment Management Survey, conducted by Storniolo Consulting.
professionalplanner.com.au
1 天
AustralianSuper appoints three in international equities team
AustralianSuper has hired three senior investment professionals in its international equities team, all based in the fund's London office.
professionalplanner.com.au
1 天
Labor, Coalition make election pitches to advice profession
Minister for Financial Services Stephen Jones and his shadow, Luke Howarth, have laid out their respective election pitches ...
professionalplanner.com.au
4 天
Negative media coverage leads to Cbus outflows
Data from ProductRex has highlighted the impact negative media coverage is having on troubled industry fund Cbus which is ...
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