Iress appoints former Pendal group CFO to same role
Iress has appointed former Pendal chief financial officer Cameron Williamson as group CFO.
July 20, 2023
Covid-era tech investment paying off for advice practices
The 20th edition of the Investment Trends Adviser Technology Needs Report, extracts of which were exclusively shared with Professional Planner, has found a strong correlation between profitability and technology adoption and integration. The data firm's head of research, Irene Guiamatsia, says it's a case of increased tech spend during the pandemic-induced lockdowns starting to pay dividends.
July 19, 2023
Advice critical as intergenerational wealth transfer looms
Financial advisers must get better prepared for the fast-approaching transfer of intergenerational wealth from Baby Boomers to Gen X, Millennials, and Gen Z, according to wholesale broker AUSIEX.
July 19, 2023
Qualitas makes two senior appointments
Alternative real estate investment manager Qualitas has appointed David Porter and Tom Keenan as head of institutional capital and as head of international wholesale capital, respectively.
July 19, 2023
InvestSense appoints distribution executive
Portfolio construction consultant InvestSense has appointed John Nicoll as distribution executive.
July 19, 2023
Clearview hit with DDO stop order
ASIC has issued an interim stop order on the Clearview ClearChoice Income Protection Cover and Accidental Income Protection Cover, relating to two underlying products.
July 18, 2023
Spark Financial empowers youth with financial literacy
Spark Financial Group has shifted gears to a profit-for-purpose model. Its new mission? Empowering young people through enhanced financial literacy.
July 18, 2023
CQU students complete Term 1 with Midwinter software
Midwinter Financial Services has announced that CQUniversity Australia’s financial planning students have completed Term 1 using its financial planning software.
July 18, 2023
Hostplus injects $100 million into innovation fund
Industry super fund Hostplus has injected a further $100 million into the IP Group Hostplus Innovation Fund, having already contributed $210 million.
July 18, 2023
Firetrail executive joins RIAA panel
Firetrail head of investment strategy Anthony Doyle has joined the certification assessment panel of Responsible Investment Association Australasia.
July 17, 2023
