Schroders Australia appoints multi-asset fund manager
Schroders Australia has promoted Adam Kibble to the role of multi-asset fund manager.
February 14, 2023
‘They’re not seeking complexity’: Clients want their investments to be simple
Clients are disengaged with the investment aspect of advice and are more interested in targeting lifestyle goals for retirement, according to a panel at the Advice Practitioner Summit. Any proliferation of product types to the market not only has little resonance – it can be off-putting.
February 13, 2023
Growth: The single most important currency for young professionals
Ogilvy AUNZ, one of the world’s leading advertising agencies, is a talent-driven business that values its people. According to its chief strategy officer, yearning for growth is the single most important currency for young professionals.
February 13, 2023
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
