WT Financial Group appoints NED
ASX-listed advice group WT Financial Group has appointed Chelsea Pottenger as a non-executive director, replacing Michael Harrison, who is retiring from WTL to focus on external commercial interests.
October 26, 2023
TelstraSuper introduces new retirement income offering
TelstraSuper has launched a new retirement income product, RetireAccess Lifetime Pension, designed to give retirees more confidence to spend money without fear of their savings running out or being eroded.
October 26, 2023
Magellan CEO David George steps down
Magellan Financial Group CEO and managing director David George has departed the business. The group has appointed a new executive chairman, Andrew Formica, while it searches for a replacement.
October 26, 2023
Challenge identifies Australia’s best financial planning students
Three Deakin University students have won the 2023 AMP University Challenge. The competition put participants through a series of tests, including a mock interview with an unexpected twist. It proved challenging, but the students embraced the opportunity to test their skills beyond academia.
October 25, 2023
Minchin Moore appoints former Morningstar MD
Independent private wealth firm Minchin Moore has appointed former Morningstar Australia and New Zealand managing director Jamie Wickham to its team.
October 25, 2023
Betashares launches new investing platform
ETF manager Betashares has launched Betashares Direct, a platform with zero brokerage fees for self-directed retail investors looking to invest in any ETF on the ASX.
October 25, 2023
Fidelity launches global long-short fund in Australia
Fidelity International has launched the Fidelity Global Long Short Fund in Australia.
October 25, 2023
The advice entrepreneurs harnessing technology to serve more clients
A growing number of financial advisers are deviating from the traditional path of back-to-back client meetings and instead harnessing technology to serve clients and to make advice more affordable and accessible.
October 24, 2023
Fintech’s talent raid on Vanguard, Hub24 shows its wealth platform goals
Share-trading fintech Superhero has hired three senior executives from across the wealth management industry, recruiting talent from big-name rivals. The raid sends a message that it is serious about transforming from a discount broker to Millennial and Gen Z investors into a player in the $3.3 trillion superannuation system.
October 24, 2023
Federal Court finds Diversa did not breach law
The Federal Court has found that Diversa Trustees did not fail to act efficiently, honestly, and fairly or fail to take reasonable steps to ensure its representatives complied with financial services laws.
October 24, 2023
Equity Trustees appointed to Wilson Asset Management Leaders Fund
Investment manager Wilson Asset Management has appointed Equity Trustees as responsible entity for the Wilson Asset Management Leaders Fund.
October 24, 2023
