ASIC to expand enforcement focus areas in the coming year

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ASIC has warned businesses it will be targeting greenwashing, predatory lending and misleading insurance pricing promises this year, as part of a continuing focus on protecting consumers from financial harm.... Read more continue reading

Mason Stevens appoints new chair of board

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Leading integrated wealth platform provider, Mason Stevens, has today announced the appointment of Andrew Walsh as Non-Executive Director and new Chair on its Board of Directors. Mason Stevens Chief Executive... Read more continue reading

FPA names winner of Gwen Fletcher Memorial Award for 2022 Summer semester

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The Financial Planning Association of Australia (FPA) has announced Jessica Dean of Globe Financial Planning as the newest recipient of the Gwen Fletcher Memorial Award for the Summer semester of 2022.... Read more continue reading

Zurich deepens group insurance partnership with Brighter Super

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Zurich Financial Services Australia (Zurich) has announced it has been appointed by Brighter Super to provide group insurance for its members from 1 July 2023. Queensland-based Brighter Super manages approximately... Read more continue reading

Schroders Australia appoints Adam Kibble as multi-asset fund manager

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Schroders Australia has appointed Adam Kibble to the role of fund manager, multi-asset, effective from 1 March 2023. He will be based in Sydney and report to Schroders Australia Chief... Read more continue reading

ASIC publishes Framework to help deliver positive financial outcomes for First Nations people

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ASIC has published its Indigenous Financial Services Framework (Framework). The Framework is part of ASIC’s role in supporting positive financial outcomes for First Nations people. A cornerstone of ASIC developing... Read more continue reading

Changing of the guard in Equity Trustees’ super business

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Australia’s leading independent specialist trustee company, Equity Trustees, has announced the appointment of Andrew Godfrey as Executive General Manager of the Superannuation Trustees Services business. Mr Godfrey replaces Mark Blair,... Read more continue reading

Munro Partners appoints portfolio manager

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Munro Partners (Munro) has appointed Qiao Ma to the newly created role of portfolio manager. She will be based in Melbourne and report to chief investment officer Nick Griffin. Ms Ma... Read more continue reading

QAR recommendations would rapidly accelerate delivery of digital financial advice in Australia says abrdn

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Global asset manager abrdn says key recommendations in the Quality of Advice Review (QAR) could rapidly accelerate the delivery of digital advice by super funds and assets managers like itself... Read more continue reading

Lifespan welcomes key aspects of Quality of Advice Review, but urges caution

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Lifespan Financial Planning, one of Australia’s largest privately-owned financial advice networks, has welcomed key aspects of Michelle Levy’s Quality of Advice Review recommendations, and her bold approach, but says deeper... Read more continue reading