Mercer’s Bryant to lead parent company’s Pacific operations
Mercer Pacific president David Bryant will take on dual roles and has been named CEO of Marsh McLennan Pacific.
February 13, 2023
Kaplan sees boost in CPD content usage amid further content launches
There have been almost 325,000 competitions of digital CPD modules in Kaplan Professional’s financial adviser content library, Ontrack, in 2022.
February 13, 2023
Munro Partners appoints portfolio manager
Munro Partners has appointed Qiao Ma to the role of portfolio manager.
February 13, 2023
ACMA instructed to investigate implementation of SMS ID register
The government has requested the Australian Communications and Media Authority (ACMA) investigate the implementation of a SMS sender ID register.
February 13, 2023
Getting what you pay for: The value of being with the right licensee
Picking the right licensee can make or break an advice practice, so it’s important to consider the costs and benefits when choosing a licensee. It’s not just about the price but also the people, services and alignment with your practice.
February 10, 2023
Lack of cyber training too costly for advice practices
Most advice practices don’t educate their staff on cybersecurity. According to the founder of Cyber Collective, the cost of educating staff on cybersecurity is cheaper than offering no training.
February 10, 2023
Australian Ethical appoints general counsel & senior equities analyst
Australian Ethical has appointed Mellanie Lumby as general counsel and Michelle Wigglesworth as senior equities analyst.
February 10, 2023
Fidelity appoints sustainable investing analyst
Fidelity International has appointed Sue Lyn Stubbs as a sustainable investing analyst.
February 10, 2023
AltX appoints new head of investor relations
Alternative investment platform AltX has appointed Martin Lewis as head of investor relations.
February 10, 2023
Koda appoints chief client officer & partner
Independent financial advice firm Koda Capital has appointed Cassandra Hinze as chief client officer and partner.
February 10, 2023
Keep on moving: Physical activity pays dividends for mental wellbeing
Studies have found the blurring of boundaries between home life and work has led to less exercise, which is generating worse mental health outcomes. Tim Hewson founded Mongrels Men to create a mental wellbeing-focused community and wants to remind the profession of the value of taking out time to prioritise individual physical and mental health.
February 09, 2023
