Magellan appoints former Janus Henderson executive to board
Magellan Financial Group has appointed former Janus Henderson executive Andrew Formica as a non-executive director.
July 26, 2023
Pengana appoints Mercer to advise of private credit arm
Pengana Capital Group has appointed Mercer as an investment adviser on the portfolio construction of Pengana Credit, its recently launched private credit arm.
July 25, 2023
SOAs can drive customer satisfaction: PhD thesis
Unpublished research by financial planner and doctoral student Ben Neilson indicates that consumer satisfaction hinges on streamlining Statements of Advice – a stark contrast to the Quality of Advice Review's recommendation of eliminating them altogether.
July 25, 2023
GBST picks up Advice Intelligence
Global fintech GBST has nabbed Advice Intelligence after the digital advice provider entered into voluntary administration in May.
July 25, 2023
Slipstream appoints former financial planning head as business coach
Financial planning business coaching service Slipstream Group has appointed Nina Forbes as a business coach.
July 25, 2023
VBP appoints technical lead of accounting
Virtual Business Partners has appointed Daniel Harrison as technical lead of accounting.
July 25, 2023
ASIC takes legal action against Vanguard for greenwashing
ASIC has taken legal action against Vanguard Investments, accusing the investment manager of allegedly misleading conduct relating to ESG claims of one of its fixed income products.
July 25, 2023
‘We have an obligation’: Why Link believes in expanded super fund advice
Many Australians want financial advice but aren’t ready for a relationship with an adviser. Link Advice CEO Duncan McPherson believes that’s the sweet spot for the expansion of super fund advice, because right now they are seeing thousands of clients drop out of the system.
July 24, 2023
Building an attractive industry for the next generation of advisers
The Professional Year obligation presents an opportunity to attract new talent to the advice profession. It’s also the perfect way for new advisers to access practical experience, mentoring opportunities and build relationships with clients, writes CFS distribution group executive Bryce Quirk.
July 24, 2023
Insignia sells investment bond business to Aus Unity
Insignia Financial will sell its friendly society investment bond business, IOOF Ltd, to Australian Unity with the proceeds being utilised to further reduce net debt.
July 24, 2023
Aware Super migrates a million members to Bravura platform
Industry super fund Aware Super has moved over one million members onto a single technology platform, Bravura Sonata Alta, which included the phasing out of paper-based legacy systems.
July 24, 2023
