Willoughbys Financial Group merges with dmca advisory
SA-based accounting and financial planning firm dmca advisory will add 80 new client groups after completing a merger with Willoughbys Financial Group.
Industry UpdatesJuly 31, 2023
Acadian unveils AI-powered sustainability tool
Acadian Asset Management has developed a tool that utilises artificial intelligence (AI) technology to analyse company reports and predict the likelihood of them achieving their sustainability targets.
Industry UpdatesJuly 31, 2023
AZ NGA acquires stake in Foster Raffan iPlan
Professional services company AZ NGA has acquired a stake in financial advice firm Foster Raffan iPlan, and to help support the business in growth and expansion.
Industry UpdatesJuly 31, 2023
ASIC imposes stricter AFSL conditions on Shartru
ASIC has imposed additional conditions on the AFSL of Shartru Wealth Management after targeted surveillance by the regulator found the licensee was not adequately monitoring and supervising its representatives.
Industry UpdatesJuly 28, 2023
Franklin Templeton nabs Future Fund senior alternatives specialist
Franklin Templeton has appointed Chenelle de Rozario Harding as a senior alternatives specialist.
Industry UpdatesJuly 28, 2023
Bravura makes interim CEO permanent after global hunt
Bravura Solutions has appointed Andrew Russell as group CEO and managing director following an extensive global search process.
Industry UpdatesJuly 28, 2023
T. Rowe Price appoints APAC ESG investment specialist
Investment management firm T. Rowe Price has appointed Caroline Ramscar as an ESG investment specialist for the APAC region.
Industry UpdatesJuly 28, 2023
Bentham Global Income Fund added to CFS platform
The Bentham Global Income Fund has been added to the CFS First Choice platform.
Industry UpdatesJuly 27, 2023
Magellan appoints former Janus Henderson executive to board
Magellan Financial Group has appointed former Janus Henderson executive Andrew Formica as a non-executive director.
Industry UpdatesJuly 26, 2023
Pengana appoints Mercer to advise of private credit arm
Pengana Capital Group has appointed Mercer as an investment adviser on the portfolio construction of Pengana Credit, its recently launched private credit arm.
Industry UpdatesJuly 25, 2023
GBST picks up Advice Intelligence
Global fintech GBST has nabbed Advice Intelligence after the digital advice provider entered into voluntary administration in May.
Industry UpdatesJuly 25, 2023
Slipstream appoints former financial planning head as business coach
Financial planning business coaching service Slipstream Group has appointed Nina Forbes as a business coach.
Industry UpdatesJuly 25, 2023