AMP CFO to depart
AMP chief financial officer James Georgeson will depart the company with Peter Fredricson to commence in the role from 9 January 2023.
November 30, 2022
Perpetual’s new executive committee named
Perpetual CEO Rob Adams will lead the combined group once the acquisition of Pendal is complete.
November 30, 2022
JANA appoints new general manager for strategy and innovation
Investment consulting organisation JANA has appointed Lauren O’Neill as the new general manager for strategy and innovation, replacing Georgina Dudley, who is taking on the role of CEO at the start of December.
November 30, 2022
Franklin Templeton marks 75th anniversary
Global investment management firm Franklin Templeton marked its 75th anniversary this month.
November 30, 2022
Nanuk New World Fund added to CFS FirstChoice platform
Global equities fund Nanuk New World Fund (NNUK) has been added to the Colonial First State FirstChoice platform.
November 30, 2022
MetLife launches digital campus for advisers
MetLife Australia has launched a new digital education hub for financial advisers called MetLife Campus.
November 29, 2022
The foundations of a resilient advice business
The upheaval of the financial advice industry has meant reactively adapting to change rather than proactively improving businesses, writes Sue Viskovic. Placing forethought into the design of a business is a necessary part of building the foundation of future successful advice firms.
November 29, 2022
Advice review could boost access to 2 million Australians
Research commissioned by the Financial Services Council estimates two million Australians could spend over $20 billion in retirement by 2040 if the Quality of Advice Review proposals go through.
November 29, 2022
Centrepoint Alliance anticipates revenue growth thanks to licensee fees
Centrepoint Alliance’s revenue for the first half of the new financial year has been forecasted to grow 5 per cent which is driven by a boost in licensee fees collected.
November 29, 2022
AZ NGA acquires SCM after competitive tender process
Professional services advisory company AZ Next Generation Advisory (AZ NGA) has acquired SCM Financial Group following a competitive tender process.
November 29, 2022
Martin Currie appoints new client portfolio manager
The active equity specialist investment manager of Franklin Templeton, Martin Currie Australia, has appointed Ross Kent to the position of client portfolio manager.
November 29, 2022
Affordable advice could curb the enthusiasm for things that go bust
One of the greatest benefits of quality financial advice is the avoidance of undue risk. Unfortunately, it’s those who cannot afford advice, and those who don't see value in it, who are likely to be impacted by risk the most.
November 28, 2022
