Federated Hermes appoints lead for emerging markets stewardship team
The stewardship service provider for Federated Hermes, EOS, has appointed Ross Teverson to lead its engagement team for Asia and global emerging markets.
January 25, 2023
Lumiant partners with DMW to improve client experience
Advice and client engagement platform Lumiant has partnered with DMW Strategic Consulting to support advisers to improve its client experience.
January 25, 2023
CountPlus subsidiary acquires accounting firm
CountPlus subsidiary Moggs Accounting + Advisory has acquired Timothy Trevor Gubbins, an accounting firm based in Shepparton for $1.27 million.
January 24, 2023
Govt launches consult on NALI expense rules
The government has opened a consultation on amending the expense rules for non-arm’s length income (NALI) provisions which apply to both ARPA-regulated superannuation funds and SMSFs.
January 24, 2023
APRA imposes licence conditions on Diversa
The prudential regulator has imposed additional licence conditions on Diversa Trustees over concerns it is failing to meet regulatory and compliance obligations.
January 24, 2023
AreaWealth appoints former Goldman Sachs MD as chair
Wealth management platform AreaWealth has appointed former Goldman Sachs managing director Andrew Rennie as chairman of its board.
January 24, 2023
HUB24 launches ESG ratings function
Adviser platform HUB24 has launched an additional ESG ratings functionality on its platform.
January 23, 2023
HSBC partners with AIST
HSBC Australia has partnered with the Australian Institute of Superannuation Trustees (AIST) to help collaborate and inform members of key industry trends and insights that can assist with international mandates.
January 23, 2023
Praemium H1 inflows drop 53pc
Praemium has seen inflows cut in half during the first half of the new financial year with half-yearly net inflows dropping 53 per cent from $2.19 billion to $1.02 billion.
January 20, 2023
Govt consulting on policy to use super funds of child abusers for compensation claims
Treasury has released a consultation paper outlining two complementary proposals that would provide for the release of a child sex abuser’s superannuation for the purpose of satisfying unpaid compensation claims.
January 19, 2023
Netwealth sees 10pc FUA boost and enhanced offerings to end 2022
Netwealth has seen a 10 per cent boost in funds under administration despite negative market movements.
January 19, 2023
Matthew Rowe joins Kofkin Bond & Co as advisory board chair
Former CountPlus CEO Matthew Rowe has joined financial advisory group Kofkin Bond & Co as chair of the advisory board.
January 19, 2023
