Industry Updates

Almost half of Australians worried about financial stability: Research

Amid uncertainties, Australians are worried about their financial situation and looking out for their family in case of unexpected events, according to report from life insurer NobleOak.

Industry UpdatesFebruary 6, 2024

iExtend secures debt funding and CAR

iExtend has secured its first round of debt funding to support future growth, following its engagement with ASIC last year to be granted a new retail AFSL.

Industry UpdatesFebruary 6, 2024

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.

Industry UpdatesFebruary 6, 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.

Industry UpdatesFebruary 6, 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.

Industry UpdatesFebruary 2, 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.

Industry UpdatesFebruary 2, 2024