BlackRock names head of Australia
BlackRock has appointed Jason Collins as head of Australia, reporting to Andrew Landman who was appointed deputy head of APAC, head of Southeast Asia and Oceania, and head of APAC wealth last month.
February 08, 2024
AI a bigger opportunity than the internet: Fund manager survey
Close to half of Australian investment professionals think AI is a bigger opportunity than the internet, according to a Natixis Investment Managers global survey.
February 08, 2024
Aware Super appoints COO in executive team shake-up
Aware Super has reorganised its executive team, appointing HESTA chief financial officer Sally Collins as chief operating officer with an expanded remit.
February 07, 2024
Novigi acquires QMV Solutions
Novigi has completed its acquisition of QMV Solutions, an advice, data and technology business.
February 07, 2024
PIFA launches independent advice week
The Profession of Independent Financial Advisers has launched Independent Financial Advice Week, an event designed to facilitate public access to financial advice.
February 07, 2024
Aged care, super and tax cuts tipped to be key client queries
The implications of changes in the law to aged care services, superannuation contribution strategies, along with the stage three tax cuts that will implemented this year, are among what two technical experts predict advisers will be asked most about in 2024.
February 07, 2024
Practices could leverage the benefits of ‘qualified’ advisers
While it is anticipated the 'qualified adviser' term will be changed, it has still been an unpopular part of the Quality of Advice Review reforms for the potentially unlevel playing field it may create. But there is potential for licensees and practices to leverage the rules in the same way the larger institutions will.
February 07, 2024
Count firm acquires Victorian firm’s accounting client book
Count has acquired the accounting client book of Melbourne-based May Klye & Associates via member firm Bruce Edmunds & Associates.
February 07, 2024
Advisory firm Morrows names new leadership team
Melbourne advisory firm Morrows has appointed a new executive leadership team.
February 07, 2024
‘No decision has been made’ on MIS review: Jones
Despite reports the government would raise the sophisticated and wholesale investor threshold because of the current Managed Investment Scheme review, the Minister for Financial Services Stephen Jones has put speculation to rest this week that any policy decision has been made.
February 06, 2024
Five lessons of the Hayne reckoning five years on
While consumers (and the big banks themselves) may have moved on from the Hayne royal commission, the wealth management industry still feels its legacy each day in the challenging commercial environment in which they now operate, writes Aleks Vickovich. The five-year anniversary of the commission’s final report offers a milestone to reflect and ensure a culture of misconduct doesn’t return.
February 06, 2024
Almost half of Australians worried about financial stability: Research
Amid uncertainties, Australians are worried about their financial situation and looking out for their family in case of unexpected events, according to report from life insurer NobleOak.
February 06, 2024
