Industry Updates

Open letter from 15 FPA and AFA leaders endorses merger

The importance of the proposed merger between the Association of Financial Advisers and Financial Planning Association has been highlighted in an open letter by 15 current or former leaders of both associations.

Sequoia appoints investment manager

Sequoia Financial Group has appointed Winston Sammut to the role of investment manager.

Future2 Foundation announces grant recipients

The Financial Planning Association’s Future2 Foundation has awarded $149,000 to 15 not-for-profit organisations in its 2022 funding round.

Class appoints BDM 

Class has appointed David Goldsmith as business development manager. 

Zurich launches fourth global start-up competition

Zurich Insurance Group has launched the fourth edition of its Innovation Championship, a global open innovation contest with start-ups in the insurance sector.

SMSF Association offers pathway for FPA members to gain SSA designation

The SMSF Association has joined forces with the Financial Planning Association to launch an express pathway for the SMSF Specialist Advisor (SSA) designation.

Fee renewal reminders among Netwealth notification upgrades

Netwealth has upgraded its notification system to improve notifications for advice fee renewals, amongst over 40 feature additions.

Ignition Advice appoints non-executive director

Digital advice provider Ignition Advice has appointed Ken Lambden to its board as a non-executive director.

TAL adds 20 courses into Risk Academy program

Risk specialist TAL has introduced 20 new courses into its 2023 Risk Academy program, as well as series focused on tech and ethics.

Funds SA CEO to step down after 8 years

Funds SA CEO Jo Townsend will step down later this year, remaining in the role while the board undertakes a selection process for her successor.

HUB24 appoints chief people officer

Adviser investment platform HUB24 has appointed Amy Rixon as chief people officer.

APRA announces executive appointments and structure changes

APRA has announced changes to its structure, including new appointments to complement the existing member and executive director group.

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