Merger of two Adelaide Count advisory firms
Adelaide-based advisory firms, Crosby Dalwood and Warnecke & Co, will merge and be rebranded as Count Adelaide from July 2023.
Industry UpdatesJune 28, 2023
Half of advisers authorised to write MyNorth Lifetime: AMP
Around 50 per cent of Australian advisers are now authorised to write MyNorth Lifetime under their approved product lists and Lifetime accounts have been written by advisers operating under more than 30 different licensees.
Industry UpdatesJune 27, 2023
MSC appointed by abrdn for trusteeship
MSC Trustees has been selected by global investment manager abrdn to assume trusteeship and responsible entity duties across its Australian fund book.
Industry UpdatesJune 27, 2023
Government to end ASIC levy freeze
After releasing the final report of the ASIC Industry Funding Model, the government has decided to end the ASIC levy freeze put in place in 2021.
Industry UpdatesJune 26, 2023
ISA, IFM announce Combet replacements
Industry Super Australia and IFM Investors have both appointed chairs to replace Greg Combet who departed to lead the new Net Zero Economy Agency.
Industry UpdatesJune 26, 2023
ASIC calls on super trustees to better deal with received member money
ASIC is calling on superannuation trustees to ensure they are meeting their legal obligations for dealing with incoming money from consumers if a new or increased interest in a super product cannot be issued by the next business day.
Industry UpdatesJune 26, 2023
Trio of Betashares ETF hit $3b FUM milestone
A group of three Betashares’ flagship ETF funds – it’s ASX 200 (A200) and NASDAQ 100 (NDQ) trackers, and Australian High Interest Cash fund (AAA) – have recently each passed $3 billion in Funds Under Management.
Industry UpdatesJune 26, 2023
Rest appoints WTW to board
Industry super fund Rest has appointed Willis Towers Watson as its asset consultant to its board and board investment committee.
Industry UpdatesJune 26, 2023
SQM head of research departs
After nine years as head of research at SQM, Rob da Silva has announced his departure.
Industry UpdatesJune 23, 2023
Kaplan launches ‘MBA-style’ corporate workshops
Education provider Kaplan Professional is launching a national series of corporate workshops designed for leaders in financial services who recognise the need to adapt to the changing post-pandemic workplace dynamics.
Industry UpdatesJune 23, 2023
Aware Super reconfigures high growth options
Industry super fund Aware Super has introduced an actively-managed high growth socially conscious option and high growth indexed option to complement its core high growth actively managed option.
Industry UpdatesJune 23, 2023
Morrison Securities pays $333k infringement notice
Morrison Securities has paid a penalty of $333,000 to comply with an infringement notice issued by the Markets Disciplinary Panel.
Industry UpdatesJune 22, 2023