Three years ago, I penned an article for this publication on the rise of the financial advice super firm. This new breed of firm will be akin to the mid-tier in accounting and professional services.
OnePath Custodians, ANZ and Zurich Australia have agreed to settle a fees-for-no-service class action lawsuit for $50 million, closing another chapter on misconduct uncovered during the Hayne royal ...
Iress has appointed Susan Forrester and Robert Mactier as non-executive directors. Forrester is currently chair of Jumbo Interactive Limited and has served as chair and non-executive director on ...
Colonial First State executive director for managed accounts Francy Taylor and Institute of Managed Account Professionals chair Toby Potter join Professional Planner editor Chris Dastoor to discuss ...
AustralianSuper has appointed Mikaël Limpalaër as its head of Americas, alongside a slew of other new hires in the US office. The changes and other new appointments include: Nick Ward, head of private ...
Professional Planner is the leading voice for financial planners where they can learn about industry standards, get news, information, debate and develop new ideas. We acknowledge the Traditional ...
Licensees should bear the responsibility of implementing artificial intelligence rather than advice businesses as they have better capabilities and more expertise. Thirdview owner Peter Foley tells ...