Stressed and overworked: The state of Australian advice
Stress and disrupted sleep are the dominant problems faced by around half of financial advice professionals, according to…
Why are so many top financial advisers suddenly being fired for cause?
Given the hundreds (or thousands) of potential infractions of most banks’ codes of conduct, if a financial adviser…
Marloo raises $16.7m for its AI assistant for financial advisers
Marloo’s app. The pair were joined by Ben Robertson, who has been involved in two start-ups in the…
Advisers had been encouraging the US President to sound more empathetic towards struggling Americans
Since the northern autumn, advisers sensitive to the persistent pinch of higher prices have urged Trump to modulate…
Foreign worker forced to leave NZ after Rotorua immigration adviser’s failures in residency case
The Immigration Advisers Complaints and Disciplinary Tribunal said in a decision this month that Wharekura was asked three…
Scam warning over pump-and-dump scheme, WhatsApp groups and fake investment advisers
“They then persuade investors to purchase low-priced shares in [the] overseas company, artificially inflating the share price.” Scammers…
Ex-Sharesies managers raise $4.6m for Marloo, their AI assistant for financial advisers
There was also support in the classic NZ Inc “pay it forward style”. Ex-Rocket Lab engineer Craig Piggott,…