The Advisers Association has expressed disappointment at AMP’s decision to appeal the BOLR verdict while AMP’s Matt Lawler says he hopes mediation will reach “an outcome that allows us to put this behind us”.
Asking questions and listening are paramount to servicing clients from diverse cultural backgrounds, according to an executive, ahead of the Momentum Media Women in Finance Summit.
The fund manager has reached an agreement to acquire Bendigo and Adelaide Bank’s superannuation business, which it believes to be “highly complementary” to its ETF business.
ASIC has handed over a $53,280 infringement notice to fintech company Bobbob over concerns of potentially misleading some 700 customers to invest $1.6 million in its crypto-linked product.
Mercer’s high-net-worth clients are set to benefit from a new service agreement to utilise Praemium’s virtual managed account and administration services, with the platform initially hosting close to 400 portfolios.
Australians are some of the longest living people in the world. The financial burden of chronic disease is growing, making life insurance as important as private health insurance, writes Michael Pillemer.
