Industry Updates

Bennelong appoints two senior account directors

Bennelong Funds Management has appointed Amanda Evans and Andrew Cumming as senior account directors.

Rest appoints Scott Tully to six-month deal

Industry fund Rest has appointed Scott Tully to a six-month contract as head of investment option development.

MetLife changes medical thresholds

MetLife is lifting medical thresholds for MetLife Protect and MetLife Protect Super to make it easier and faster for people to purchase life insurance.

Russell Investments appoints eighth CEO in 87 years

Russell Investments has appointed Zach Buchwald as its eighth CEO in 87 years.

Alphinity lists two managed funds on ASX

Alphinity Investment Management has listed its’ two growing global equities funds on the ASX. 

‘Make their views known’: Jones seeks consult on advice review proposals

Professional Planner will host three sessions with the financial services minister in March for advisers to hear first-hand on the government’s response to the Quality of Advice Review, and to quiz the minister on his plans.

Industry demographics highlight challenges for some funds

A review of industry demographics, focusing on account size, age and gender, reveals significant dispersion amongst funds. This creates challenges for the superannuation ecosystem.

CFP professionals surpass 213,000 worldwide

The Financial Planning Standards Board (FPSB) has reported that the number of CFP professionals worldwide has surpassed 213,000.

Approaching the value of advice ‘not by talking but by listening’

Advice practices grapple with the best way to communicate the value of the advice they are giving, but an often overlooked part of that is listening to the unique needs and goals the client has.

Writing effective communications

Peace of mind is one of the most valuable traits an adviser can give a client. Without effective communication, giving piece of mind becomes a much tougher process writes Claudia Pritchitt.

Lonsec makes three executive appointments

Lonsec Holdings has appointed Bruce Hawkins as chief operating officer, Naomi Christopher as head of marketing and PR, and Steve Garth as chair of the product investment oversight committee.

Vanguard head of super to depart

Vanguard head of super Michael Lovett will leave the business at the end of February.

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