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

Weekly economic and market update – week ending 10 February, 2023

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Investment markets and key developments Global share markets fell over the last week on hawkish comments from the Fed, higher bond yields and recession concerns.  Australian shares also fell too... Read more continue reading

Australian Ethical expands team with two senior appointments 

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Australian Ethical has appointed Mellanie Lumby as General Counsel and Michelle Wigglesworth as Senior Equities Analyst.   Chief Executive Officer John McMurdo said the appointments were in line with Australian... Read more continue reading

Fidelity bolsters ESG capability with the appointment of Sue Lyn Stubbs

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Fidelity International appoints Sue Lyn Stubbs as sustainable investing analyst. Based in Sydney, Ms Stubbs will focus on ESG engagement and research of sustainable investment thematics. She will also work... Read more continue reading

Michelle Levy headlines expert panel at the National Conference

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The landmark Quality of Advice Review final report released yesterday will be the headline act at the upcoming SMSF Association National Conference where review lead and author Michelle Levy will... Read more continue reading

Bennelong bolsters distribution team with two new senior account directors

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Bennelong Funds Management has appointed Amanda Evans as account director, Queensland, and Andrew Cumming as account director, Western Australia and South Australia, as it further expands its footprint across Australia.... Read more continue reading

Digital tools central to quality of advice

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The Quality of Advice report made by Michelle Levy to the Federal Government makes it clear that technology, in particular digital advice, will be central to helping more Australians access... Read more continue reading

It’s time to deliver Australians the financial advice they want

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The Joint Associations Working Group, consisting of 13 financial services industry associations who share a common goal to make quality financial advice more accessible to the community, welcomes the release... Read more continue reading

Clear regulations of cryptoassets needed

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As digital assets regain favour with investors, a new report by CFA Institute, the global association of investment professionals, finds that cryptoassets demand a strong and clearly defined regulatory framework... Read more continue reading