BT, HUB24 tout upgrades hours after CFS Edge goes live
On the morning of the launch of CFS’ new Edge platform, rivals BT and HUB24 have made announcements regarding plans to improve their own platform products and services.
August 01, 2023
AustralianSuper makes several senior UK appointments
AustralianSuper has continued its international expansion with several senior UK hires across investments, governance, and corporate affairs.
August 01, 2023
Future2 Foundation expands 2023 grants program
The Financial Advice Association’s Future2 Foundation will expand its eligibility criteria this year, allowing financial services professionals to nominate programs for Australians of any age, rather than restricting support to individuals between the ages of 12 and 25.
August 01, 2023
Integro Private Wealth appoints GM
Private wealth firm Integro Private Wealth has appointed Claire Vinnicombe as general manager.
August 01, 2023
Acclaim Wealth appoints CEO
Wealth management platform provider Acclaim Wealth promoted head of distribution and partnerships, Terry Constable, to CEO.
August 01, 2023
Janus Henderson expands institutional sales team
Janus Henderson has appointed Ashleigh Lane as an institutional sales director and Sophie Nelson as an institutional sales associate.
August 01, 2023
Prime Super acquires two additional wind farms
Profit-for-member super fund Prime Super has purchased two wind farms in Victoria, bringing its wind-energy portfolio to a total of five wind farms.
August 01, 2023
CFS says global adviser data will give its platform push an edge
With the launch of a platform that better leverages data and integration, CFS believes its new Edge service will allow advice practices to better benchmark themselves against international peers, as well as offering what superannuation CEO Kelly Power hopes will deliver a market leading platform in what has become a hotly contested space.
August 01, 2023
Demand for independent advice high among HNW individuals
The high-net-worth market may have a penchant for being self-directed, but according to research from LGT Crestone and CoreData, tailored and highly personalised advice is the “winning approach”, as wealthy individuals are still open to seeking more information.
July 31, 2023
Willoughbys Financial Group merges with dmca advisory
SA-based accounting and financial planning firm dmca advisory will add 80 new client groups after completing a merger with Willoughbys Financial Group.
July 31, 2023
Acadian unveils AI-powered sustainability tool
Acadian Asset Management has developed a tool that utilises artificial intelligence (AI) technology to analyse company reports and predict the likelihood of them achieving their sustainability targets.
July 31, 2023
AZ NGA acquires stake in Foster Raffan iPlan
Professional services company AZ NGA has acquired a stake in financial advice firm Foster Raffan iPlan, and to help support the business in growth and expansion.
July 31, 2023
