CountPlus axes Wealth Axis as new CEO streamlines business
CountPlus CEO Hugh Humphrey has spent the first six-months of his tenure looking for ways to streamline the business. Citing poor performance, paraplanning and back-office service Wealth Axis has been discontinued by the company.
February 27, 2023
FYG Planners launch WealthEye CRM
Financial planning dealer group FYG Planners have launched a WealthEye CRM solution built on the Dynamics 365 platform.
February 27, 2023
Metrics appoints external relations director
Metrics Credit Partners has appointed Kivanch Mehmet as external relations director as investors’ interest in private debt continues to rise.
February 27, 2023
Farewell, John
The end of a six year tenure leading the SMSF Association will come to an end 1 March. Outgoing CEO John Maroney reflects on the journey with Conexus Financial group publisher Simon Hoyle.
February 24, 2023
HUB24 regains top platform spot: Investment Trends
Investment Trends has released its 2022 Platform Benchmarking and Competitive Analysis Report, which has seen HUB24 regain top spot over Netwealth.
February 24, 2023
Advisers have ‘critical role to play’ in SMSF credibility: Regulators
The health of the SMSF sector is reliant of the professional judgement and expertise of financial advisers, according to regulators from ASIC and the ATO. With a “significant variance” in the knowledge and capability of new and existing trustees in running their SMSFs, planners are needed as gatekeepers to filter out people inappropriately creating their own funds.
February 23, 2023
‘Nuts’ not to explore super funds investing for the national interest: Jones
Trustees will always be free to investment members’ money in the way they consider best, according to financial services minister Stephen Jones. However, it comes with the caveat that doing so must align with a yet-to-be agreed objective for super.
February 23, 2023
Andrea Slattery awarded SMSF Association life membership
Co-founder and inaugural SMSF Association managing director Andrea Slattery has been the first to be awarded life membership by the association.
February 23, 2023
ClearView divesting managed investments business
ClearView will take a 40 per cent strategic stake in investment technology firm Human Financial in exchange for the former’s managed investment business.
February 23, 2023
AXA IM aligns compensation of senior executives to its ESG ambitions
As part of its commitment to becoming net zero as a business and investor by 2050 to help the transition to a more sustainable world, AXA Investment Managers (AXA IM) is now including ESG targets in the remuneration of its senior executives.
February 23, 2023
