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
Bennelong appoints two senior account directors
Bennelong Funds Management has appointed Amanda Evans and Andrew Cumming as senior account directors.
February 09, 2023
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.
February 09, 2023
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.
February 09, 2023
Russell Investments appoints eighth CEO in 87 years
Russell Investments has appointed Zach Buchwald as its eighth CEO in 87 years.
February 09, 2023
Alphinity lists two managed funds on ASX
Alphinity Investment Management has listed its’ two growing global equities funds on the ASX.
February 08, 2023
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.
February 08, 2023
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.
February 08, 2023
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.
February 07, 2023
