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
‘Very few, mate’: Ex-advisers aren’t keen to work in support roles
Advisers who have left the profession post-FASEA have not been willing to return to the industry in support roles, according to specialist recruiters. With the few newly qualified advisers leveraging their qualifications to go directly into becoming associate advisers, this has left a depleted pool of talent for support roles.
July 28, 2023
The power of values: Building a strong foundation for advice businesses
It is easy for small businesses to overlook setting strong company values, but Elixir Consulting founder Sue Viskovic writes having well configured values serve as guiding principles that direct the behaviour and decisions of everyone within the organisation.
July 28, 2023
ASIC imposes stricter AFSL conditions on Shartru
ASIC has imposed additional conditions on the AFSL of Shartru Wealth Management after targeted surveillance by the regulator found the licensee was not adequately monitoring and supervising its representatives.
July 28, 2023
Franklin Templeton nabs Future Fund senior alternatives specialist
Franklin Templeton has appointed Chenelle de Rozario Harding as a senior alternatives specialist.
July 28, 2023
Bravura makes interim CEO permanent after global hunt
Bravura Solutions has appointed Andrew Russell as group CEO and managing director following an extensive global search process.
July 28, 2023
T. Rowe Price appoints APAC ESG investment specialist
Investment management firm T. Rowe Price has appointed Caroline Ramscar as an ESG investment specialist for the APAC region.
July 28, 2023
