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FAAA announces Gwen Fletcher Memorial Award recipient

04 October 2024 • Hits: 96
The FAAA has named the winner for the highest-performing CFP student for the second semester of 2024. ...Read More

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Global retirement solutions firm acquires Moneysoft

03 October 2024 • Hits: 141
MUFG Pension & Market Services has announced the total acquisition of the Australian digital solutions provider, Mon...Read More

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Tribel partners with fintech to enhance estate planning services

03 October 2024 • Hits: 93
Financial services firm Tribel has partnered with Yodal to introduce an estate planning solution to its network of advis...Read More

Risk

iExtend expands into WA with latest appointment

02 October 2024 • Hits: 145
The firm says this appointment is a result of increased demand for its services from Australians looking to maintain the...Read More

Risk

Zurich launches ‘industry-first’ TPD option

02 October 2024 • Hits: 166
The insurer says the new offering will give clients the opportunity to access cover for ongoing care needs. ...Read More

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Platform provider homes in on HNW market growth

02 October 2024 • Hits: 110
Having earlier noted substantial growth in the HNW investor market, a platform provider has moved towards capitalising o...Read More

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Does technology usage influence business revenue?

30 September 2024 • Hits: 105
A new report suggests that advice firms that commit greater resources to technology tend to see higher annual revenue. ...Read More

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How advisers can foster financial literacy for the next generation

27 September 2024 • Hits: 101
There’s a pressing need to educate young Australians about superannuation and financial responsibility, as many remain...Read More

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Profession remains hopeful despite ‘legislative fatigue’

27 September 2024 • Hits: 135
Despite the challenges the advice profession has endured over the past five years, professionals believe the royal commi...Read More

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