Fortnum appoints practice engagement and growth manager
Fortnum Private Wealth has appointed former senior Insignia Financial advice delivery consultant Samantha Sun as practice engagement and growth manager for Victoria, South Australia, and Tasmania.
April 05, 2023
Governance leader appointed to NZ Super guardians board
Governance leader Fiona Oliver has been appointed to the board of the Guardians of New Zealand Superannuation.
April 05, 2023
Govt announces YFYS test changes
The Government has announced several proposed changes for the Your Future, Your Super performance test, which it will consult on.
April 04, 2023
MLC Life appoints two executives to retail distribution team
MLC Life Insurance has appointed Jarrad Wilson and Rob Dassie as head of distribution for the northern region and southern region, respectively.
April 04, 2023
FPSB updates global financial planning standards
The Financial Planning Standards Board (FPSB) has released updated global financial planning standards.
April 04, 2023
Infocus launches new functionality
Infocus has launched the ‘Magic Button’ functionality which will integrate the licensees advice management system PlatformplusAMS and platform PlatformplusWRAP.
April 03, 2023
FPA & AFA officially merge to become FAAA
The FPA and the AFA have merged to form the Financial Advice Association Australia (FAAA), with AFA president Sam Perara stepping away from the merged entity.
April 03, 2023
intelliflo appoints BDMs
Advice tech provider intelliflo has appointed Kate Fellows and Aaron Thiele as business development managers.
April 03, 2023
Aviva appoints client solutions director
Asset management business Aviva Investors has appointed Shiqi Wang as client solutions director in the Asia Pacific.
April 03, 2023
APRA finds NobleOak in breach of prudential and reporting obligations
APRA has found NobleOak Life is in breach of its prudential and reporting obligations concerning capital.
March 31, 2023
ART makes investment team changes
Australian Retirement Trust has appointed Andrew Fisher as head of investment strategy, while head of strategy for QSuper portfolios Damien Lillicrap has left the fund to pursue other opportunities.
March 31, 2023
Betashares launches practice development offering
ETF provider Betashares has launched a practice development content offering that aims to help advisers develop their businesses.
March 31, 2023
