Allianz Retire+ appoints two state managers
Allianz Retire+ has appointed Stephen Armstrong and Natalie Philips as state managers.
May 29, 2023
ASFA chief steps down
The Association of Superannuation Funds of Australia CEO Martin Fahy has informed the board he will resign after seven years in the role.
May 26, 2023
Holden employee fund merges into Mercer Super Trust
Mercer has signed an agreement with the trustee of Holden Employees Superannuation Fund (HESF) to transition HESF into the Mercer Super Trust via a successor fund transfer.
May 25, 2023
Fourth Line restructures leadership team
Advice regtech firm Fourth Line has re-structured its leadership team to advance its goal of fully automating the financial advice assurance process.
May 25, 2023
J.P. Morgan launches three listed active ETFs
J.P. Morgan Asset Management has launched three more listed active ETFs on the ASX after debuting its first two in November last year.
May 25, 2023
Ripple Wealth joins Walker Lane as member firm
Boutique advice firm Ripple Wealth has joined licensee Walker Lane as a member firm.
May 24, 2023
Asendium partners with Enzumo for SOA creation
Advice tech firm Asendium has partnered with financial planning software customisation business Enzumo to provide clients with a detailed and compliant SOA document that is linked to their Asendium account.
May 23, 2023
AstuteWheel launches version 4.0 of engagement software
AstuteWheel has celebrated its eleventh anniversary by launching version 4.0 of its engagement software, which includes a secure client portal, enhanced CRM functionality, and practice management/business improvement tools.
May 23, 2023
BT appoints distribution head
BT has appointed head of account management Jason Brown to lead its distribution team.
May 23, 2023
Vale Michael Harrison
Highly respected business strategist and former Synchron independent chair Michael Harrison passed away on Sunday, 21 May 2023, after a long illness. He was 78-years-old.
May 22, 2023
Nuveen wins industry fund mandate for US Cities Workplace strategy
Asset manager Nuveen has invested US$190 million ($286 million) from industry funds Cbus Super, Hostplus, and TWUSUPER in its US Cities Workplace strategy.
May 22, 2023
FSC appoints CFS chief to board
The Financial Services Council (FSC) has appointed CFS chief executive Kelly Power to its board.
May 22, 2023
