Betashares appoints Elaine Herlihy as Chief Marketing Officer to turbocharge growth

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Betashares, a leading Australian financial services business, has announced the appointment of Ms Elaine Herlihy as Chief Marketing Officer (CMO), as the firm enters its next phase of growth. Ms... Read more continue reading

Westpac Foundations unite to boost literacy and numeracy in Australian primary schools

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Westpac has announced a new strategic direction for its community and philanthropic investment, aligning all efforts to address the critical issue of education. Under this new approach, the Westpac, St.George,... Read more continue reading

FinCap appoints Ben Davis as Head of Portfolio & Investment Solutions

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FinCap has appointed Ben Davis as Head of Portfolio and Investment Solutions. This appointment supports the continued build out of our Private Asset Managed Account platform, with a focus on... Read more continue reading

BAEP’s Mark East re-assumes sole portfolio manager responsibilities

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Brad Clibborn has resigned as portfolio manager at Bennelong Australian Equity Partners (BAEP) and Mark East has re-assumed responsibilities as sole portfolio manager for BAEP’s funds, says John Burke, CEO... Read more continue reading

FAAA submission on enhancing professional indemnity insurance

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In its submission to Treasury on enhancing professional indemnity insurance, the FAAA does not suggest substantial changes to the current PII regime, but has identified a number of options to maximise recoveries... Read more continue reading

Infocus signals next phase of growth with CTO appointment

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Integrated Financial Advice and Wealth Platform, Infocus, has appointed Dr Ed Young as Chief Technology Officer (CTO), reinforcing its commitment to technology-led advice and platform innovation. Young commenced with Infocus... Read more continue reading

ASIC commences new review of advice licensees that use lead generation services

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ASIC has commenced a new review of advice licensees using lead generation services as part of its ongoing program of work to address practices that inappropriately or unnecessarily encourage consumers... Read more continue reading

The FAAA welcomes ASIC’s review of advice licensees who use lead generation services

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The FAAA welcomes ASIC’s review of advice licensees who use lead generation services that inappropriately or unnecessarily encourage consumers to switch superannuation. Phil Anderson, general manager, policy, advocacy and standard... Read more continue reading

intelliflo launches new in-app AI assistant Flo to streamline adviser support and reduce admin burden

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intelliflo, the global cloud-based technology solution for financial advisers, has launched Flo, a new in-app AI-powered assistant designed to help advisers navigate the platform faster, reduce administrative workload, and spend more quality... Read more continue reading

Nine key charts for investors to keep an eye on

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Key points This year has started off rather messy with geopolitical threats and worries around AI disruption and valuations. We are mildly upbeat on shares for the year but see... Read more continue reading