SuperFriend promotes AusSuper CMO to deputy chair
Workplace mental health not-for-profit SuperFriend has promoted director Rose Kerlin to deputy chair of its board, following the resignation of incumbent Teifi Whatley.
May 05, 2023
New look, new face to lead industry-standard licensee research
Being on the receiving end of the research as a licensee head, former GPS Wealth chief Grahame Evans knows all too well the impact of the CoreData Licensee Research has on the direction of the advice profession. He’s leading the project this year and wants to maximise the input from the planning community.
May 04, 2023
Top tips for effective media relations
For advice practices looking to better market themselves, strong media relationships offer extensive value, even if it doesn’t always result in a story, Claudia Pritchitt writes.
May 04, 2023
Dexus acquires additional interest in Royal Adelaide Hospital
The Dexus Community Infrastructure Fund (CommIF), the Dexus Healthcare Property Fund (DHPF), and the AMP Capital Core Infrastructure Fund (CIF) have acquired a combined 30.58 per cent interest in Celsus Holding, taking Dexus’ total stake to 72.79 per cent.
May 04, 2023
Natixis CIB adds to global markets leadership team
Capital market company Natixis CIB has appointed Thomas Moffat and Oscar Austin as head of global markets sales in Australia and New Zealand, and head of GSCS Syndicate in the Asia Pacific, respectively.
May 04, 2023
Trust the process: The $30k gap between future and current retiree expectations
Current retirees are content with living on an income that matches the ASFA retirement standard, but younger Australians feel they will need a larger annual income to maintain a dignified retirement, according to research conducted by Vanguard. However, expectations moderate over time as people move closer to their post-work life.
May 04, 2023
GBST acquires CRM WealthConnect
Cloud-based wealth management software-as-a-service provider GBST has acquired Salesforce-integrated customer relationship management service WealthConnect.
May 03, 2023
VBP hires paraplanning technical lead
Virtual Business Partners has appointed Chris Miller as technical lead to oversee its paraplanning capabilities.
May 03, 2023
MLC AM appoints institutional director
MLC Asset Management has appointed Dan Greyling as institutional director, responsible for managing all institutional relationships and business development across the APAC region.
May 03, 2023
NZ Super Fund CEO resigns
After fifteen years with the Guardians of New Zealand Superannuation, the manager of the $60b NZ Super Fund, CEO Matt Whineray has advised the board that he has decided to resign and will leave at the end of the year.
May 03, 2023
AMP Advice partners with fintech Frollo
AMP Advice has partnered with fintech Frollo to provide financial advisers, mortgage brokers and their clients with access to Frollo’s Open Banking technology and money management app.
May 03, 2023
Ord Minnett pays $888k fine for share buy-back scheme
Ord Minnett has paid a penalty of $888,000 to comply with an infringement notice given by the Markets Disciplinary Panel, over a share buy-back scheme.
May 03, 2023
