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
Lonsec makes three executive appointments
Lonsec Holdings has appointed Bruce Hawkins as chief operating officer, Naomi Christopher as head of marketing and PR, and Steve Garth as chair of the product investment oversight committee.
February 07, 2023
Vanguard head of super to depart
Vanguard head of super Michael Lovett will leave the business at the end of February.
February 07, 2023
Changes to Allianz Retire+ leadership team
Allianz Retire+ has appointed Jason Hunt, Sandrine de Bonhome, and Sandra Bridgewater to its leadership team.
February 07, 2023
FPA and AFA announce EGM dates for merger vote, name change
Members of the Financial Planning Association and Association of Financial Advisers will vote on a proposed merger of the two associations at Extraordinary General Meetings (EGMs) for each association to be held on Tuesday, 28 February 2023.
February 06, 2023
Kaplan reporting high enrolments despite potential exp pathway
Despite conjecture around the experience pathway, Kaplan Professional is reporting high enrolment numbers in 2023 for financial advice related courses.
February 06, 2023
AIST renews call to measure menopause impact as estimated cost soars
The Australian Institute of Superannuation Trustees (AIST) has increased its estimate of the cost of menopause to more than $112.2 billion as it continued to urge the Federal Government to measure and report on its impact on women’s retirement incomes.
February 06, 2023
Magellan head of marketing joins Schroders Australia
Magellan head of marketing Lucy Briggs has departed the troubled fund manager to join Schroders Australia in the same role.
February 06, 2023
FAR commences displaying tax (financial) advice status
The ASIC Financial Advisers Register now officially displays whether financial planners can provide tax (financial) advice.
February 03, 2023
Cbus Super appoints portfolio strategist and senior analyst
Cbus Super has appointed Divya Jain and Nathan Cotton as portfolio strategist and senior analyst, respectfully.
February 03, 2023
AMP completes infrastructure deal with DigitalBridge
AMP has completed the sale and transfer of the Collimate Capital international infrastructure equity business to DigitalBridge Group.
February 03, 2023
