Mercer appoints CEO of wealth portfolio
Financial services company Mercer has appointed Cathy Hales to the newly-created role of wealth Pacific CEO, responsible for the $63 billion Mercer Super Trust and super administration services arm.
July 24, 2023
MLC improves Vivo program
MLC Life Insurance is improving its Vivo program by building digital capabilities and expanding its provider network.
July 24, 2023
ASIC lifts DDO stop orders on Clearview
ASIC has lifted its interim Design and Distribution Obligation stop orders on two Clearview Income Protection Covers, which it introduced last week.
July 24, 2023
Being an NPC is risky business
Business owners who broaden their risk appetite and try new things can reach their full potential. The rest will remain non-player characters, Paul Barrett writes.
July 21, 2023
QAR intra-fund advice proposals to boost female members’ balances
Super funds that step in to offer more financial advice to members after the Quality of Advice Review are contemplating whether the new product offering could help to narrow the superannuation balance gap among male and female members. NGS Super CEO Natalie Previtera says young women could be the big winners.
July 21, 2023
EQT adds Future Super; announces board changes
The superannuation trustee arm of Equity Trustees has started the financial year picking up the Future Super Fund as a client, as well as announcing two board appointments.
July 21, 2023
Nuveen appoints head of consultant relations
Global asset manager Nuveen has appointed Jaxon Rudduck as head of APAC ex-Japan consultant relations.
July 21, 2023
Spark Financial makes several personnel changes
National dealer group Spark Financial has appointed Damien Kirby and Tennille Catchpole as advice and compliance coaches.
July 21, 2023
Don’t be afraid: Push tech providers on DD
Free from the perceived restrictions of mandated tech from their licensee, self-licensed practices have a smorgasbord of choice. However, this opportunity means businesses must fulfill their own due diligence when creating a tech stack.
July 20, 2023
‘Money sticks’ but only for HNWIs
Only six per cent of clients have their children use the same adviser as their parents – almost half would rather do it themselves – according to Clime Investment Management. The firm’s chief client officer James Trude believes there are valuable lessons from advisers with high-net-worth clients on how to approach intergenerational clients and getting money to ‘stick’.
July 20, 2023
AMP announces re-shaped executive line-up
Matt Lawler and Edwina Maloney will be part of the AMP executive team, along with a future head of superannuation and investments, as part of the executive re-shuffle that included the departure of wealth CEO Scott Hartley.
July 20, 2023
MLC Life appoints head of group pricing
MLC Life Insurance has appointed Brett Pickett as head of group pricing with a focus on securing major partners in the superannuation sphere.
July 20, 2023
