FPA & AFA officially merge to become FAAA
The FPA and the AFA have merged to form the Financial Advice Association Australia (FAAA), with AFA president Sam Perara stepping away from the merged entity.
April 03, 2023
intelliflo appoints BDMs
Advice tech provider intelliflo has appointed Kate Fellows and Aaron Thiele as business development managers.
April 03, 2023
Aviva appoints client solutions director
Asset management business Aviva Investors has appointed Shiqi Wang as client solutions director in the Asia Pacific.
April 03, 2023
Advice Intelligence expands WealthMap functionality amid battle against paper SOAs
SMSF modelling and investment data feed functionality have been added to Advice Intelligence’s WealthMap service. Further building out the platform’s capabilities, the advice fintech continues its drive to make digital SOAs a more attractive services than paper-based documents.
March 31, 2023
APRA finds NobleOak in breach of prudential and reporting obligations
APRA has found NobleOak Life is in breach of its prudential and reporting obligations concerning capital.
March 31, 2023
ART makes investment team changes
Australian Retirement Trust has appointed Andrew Fisher as head of investment strategy, while head of strategy for QSuper portfolios Damien Lillicrap has left the fund to pursue other opportunities.
March 31, 2023
Betashares launches practice development offering
ETF provider Betashares has launched a practice development content offering that aims to help advisers develop their businesses.
March 31, 2023
‘Impossible’ to provide comprehensive advice to members: ART
External advisers will be the primary outlet for complex advice for Australian Retirement Trust members with the fund prioritising advocacy for the profession over expanding holistic advice services.
March 30, 2023
Cbus CEO to retire
After completion of two major mergers, the CEO of industry fund Cbus Super, Justin Arter, will retire in May.
March 30, 2023
Future2 Foundation to include AFA and SMSF Association members
The Financial Planning Association’s Future2 Foundation has expanded its scope to include members of the Association of Financial Advisers and the SMSF Association as participants in its charitable activities.
March 30, 2023
