Insight Investment Consultants re-brands, hires senior research analyst
Genium Investment Partners (previously Insight Investment Consultants) has hired Justin Walsh as a senior analyst of research, reporting to co-CEO and head of research, Tim Murphy.
April 04, 2024
JANA appoints two in investment trusts team
Asset consultant JANA has appointed Claire Simpson as head of investments and David Schnell as head of diversified portfolios in its investment trust team.
April 04, 2024
Perpetual appoints lead partner in WA
Perpetual has appointed Tania Cecconi as lead partner in Western Australia.
April 04, 2024
Multiple drivers behind retirees’ wellbeing: Challenger study
Hobbies, sound mental health, physical health and financial stability are the primary factors that improve overall wellbeing for retirees, research by Challenger has found.
April 04, 2024
Client satisfaction drives service evolution
The success and longevity of businesses is driven by client satisfaction, writes BT head of service and operations Sharyn Baker. Advice professionals and clients want seamless customer support and it is incumbent on service providers to deliver on that expectation.
April 04, 2024
The development and future of platforms
The development of platform functionality has come a long way. What was once focused on custody of client assets, platforms now frequently offer end to end services across the advice process.
April 04, 2024
Lessons on customer service from other industries
While some sectors have struggled with uplifting their customer service standards, there are still plenty of positive examples the advice profession can utilise to continue to grow, according to a pair of thought leaders in the space.
April 04, 2024
Resolution Life acquires Suncorp’s NZ insurance arm
Resolution Life has entered an agreement to acquire Suncorp Group’s New Zealand life insurance company Asteron Life for NZ$410 million ($375 million).
April 04, 2024
QAR super fees debacle headed for Senate showdown
Aware Super has joined the chorus of voices raising concerns over the lack of clarity around trustee obligations in the Quality of Advice Review legislation, while licensee groups are expected to push for amendments in the Senate.
April 03, 2024
Aware chair resigns to become Governor-General
Chair of Aware Super, Sam Mostyn, has resigned her role at the helm of the $160 billion mega-fund after she was appointed Australia’s new Governor-General, succeeding David Hurley and becoming the second woman to serve as head of state. A prominent voice for gender equality, superannuation industry figures said millions of women are better off thanks to her advocacy.
April 03, 2024
BT appoints chief product officer
BT has appointed Annabelle Kline as chief product officer, where she will be responsible for leading BT’s platforms business.
April 03, 2024
Advice tech intelliflo further integrates with research partners
Financial advice technology provider intelliflo has announced further integration with research providers Product Rex and Omnium.
April 03, 2024
