Aldersley Capital partners with OpenInvest
Boutique asset manager Aldersley Capital has launched its whitelabelled online wealth management solution, Aldersley Capital Direct via the OpenInvest platform.
February 06, 2024
Mason Stevens partners with WA wealth management firm
WA-based wealth management firm Euroz Hartleys has partnered with Mason Stevens to utilise its outsourced chief investment office offering.
February 06, 2024
CALI warns against using genetic test for insurance underwriting
The Council of Australian Life Insurers has come out to support a ban on using genetic test results in insurance underwriting, ensuring Australians are not deterred from taking the test to manage their health.
February 02, 2024
Sequoia acquires paraplanning service firm
Sequoia Financial Group has acquired the assets of Clique Paraplanning, a national paraplanning service with employees and contractors primarily in Melbourne and Sydney.
February 02, 2024
UniSuper hires new chief risk officer from Cbus
UniSuper has nabbed fellow industry fund Cbus’ talent Wade Martin as its new chief risk officer.
February 02, 2024
Count firm acquires Melbourne accounting firm’s client book
Advice network Count has acquired the accounting client book of Business Accounting Melbourne via its subsidiary firm Kidmans Partners.
February 01, 2024
FAAA members hit with phishing email
The Financial Advice Association has warned its members against what appears to be a phishing email from CEO Sarah Abood on Wednesday.
January 31, 2024
Equity Trustees adds Clearview and Guild Super to client list
Equity Trustees has become the superannuation trustee of Clearview and Guild Super, adding $5 billion in funds under supervision.
January 31, 2024
FAAA publishes pre-budget submission
The Financial Advice Association has published its FY25 pre budget submission, with a focus on reducing the cost of professional financial advice.
January 31, 2024
FSC chief executive joins OECD expert group on retirement
Financial Services Council CEO Blake Briggs has been appointed to the Private Pensions Expert Group of Business at OECD.
January 30, 2024
FAAA members awarded in Australia Day honours
The Financial Advice Association has announced Diana D'Ambra and Susanne Dahn have being made a member of the Order of Australia in the 2024 Australia Day Honours for their services to the business, finance, and banking industries.
January 29, 2024
Wealth firm relaunches as Intelligent Planning
Dirigere Advisory has relaunched as Intelligent Planning from 15 January, a boutique financial licensing offering operating through the Dirigere licence.
January 29, 2024
