Specialist workshops the focus of the upcoming SMSF Association Technical Summit

From

Specialist workshops will be a core focus at the upcoming 2023 annual SMSF Association Technical Summit, being held on July 26-27 on the Gold Coast. SMSF Association CEO Peter Burgess... Read more continue reading

Asendium announces strategic partnership with Enzumo for dynamic SoA creation

From

Financial advice disruptor Asendium has announced a strategic partnership with Enzumo, an Australian specialist financial planning software customisation business with a national licensee customer base. Asendium continues to transform the... Read more continue reading

BT bolsters team appointing Head of Distribution  

From

BT has appointed Jason Brown to lead its platforms’ distribution team as it continues to invest in BT Panorama’s digital capability, platform features and managed accounts offer. Mr Brown has... Read more continue reading

AstuteWheel celebrates 11th anniversary with launch of AstuteWheel 4.0

From

AstuteWheel Managing Director, Hans Egger, says the goal when AstuteWheel was first launched in 2012 was to deliver an online program that makes advice practices become more efficient and compliant... Read more continue reading

Vale Michael Harrison

From

Highly-respected business strategist and former Synchron Independent Chair, Michael Harrison, passed away in Melbourne on Sunday morning, 21 May 2023, after a long illness. He was 78. Mr Harrison worked... Read more continue reading

AMP releases Digital Advice Market Scan

From

AMP has released its Digital Financial Advice Market Scan, a report examining the current digital advice landscape in Australia. Commissioned in partnership with KPMG, the report is intended for use... Read more continue reading

Adviser education – Standing on the outside, what’s so hard?

From

If we are not careful, consumers are set to become even more confused about who to turn to for financial advice, according to The Advisers Association (TAA). Referencing the association’s... Read more continue reading

Nuveen secures $190m Australian investment into US Cities Workplace strategy

From

Nuveen, one of the world’s largest asset managers, today announces that it has secured US$190 million investment into its US Cities Workplace strategy from four Australian institutional superannuation funds. The... Read more continue reading

Weekly economic and market update – week ending 19 May, 2023

From

Investment markets and key developments Global share markets generally rose over the last week helped by optimism that a US debt ceiling deal will soon be reached and with economic... Read more continue reading

Lack of consultation on Treasury regulation disappointing

From

The Financial Advice Association of Australia (FAAA) has expressed concerns about the Treasury’s draft regulation to amend and expand the Superannuation Performance Test. Sarah Abood, CEO of the FAAA, says... Read more continue reading