Viridian picks up mortgage broking group
Viridian Financial Group has acquired mortgage broker Smartmove Professional Mortgage Advisors.
August 03, 2023
Higher PY participation will underpin adviser (and client) renewal
The advice industry’s disproportionate focus on keeping older advisers for as long as possible versus attracting and developing talent is reflected in the relatively small number of businesses participating in the professional year program. Eureka Whittaker Macnaught CEO Greg Cook writes it’s time to look to the future.
August 02, 2023
Former FSC, Challenger retirement income policy manager joins Iress
Retirement income policy veteran Amara Haqqani has been appointed chief operating officer of adviser software Iress.
August 02, 2023
PPS Mutual expands membership criteria
Life insurance company PPS Mutual will expand its membership eligibility criteria to any current or former member of a professional designation body.
August 02, 2023
Adviser demand for passive options inspires Aware Super index play
Feedback from financial planners and licensees was a major factor behind Aware Super’s rollout of new “low-cost indexed options” last month. The $150 billion industry fund says external advisers are demanding more passive portfolio options as they grapple with their fiduciary obligations under the best interests duty.
August 01, 2023
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
