Industry Updates

Russell Investments appoints eighth CEO in 87 years

Russell Investments has appointed Zach Buchwald as its eighth CEO in 87 years.

Industry UpdatesFebruary 9, 2023

Alphinity lists two managed funds on ASX

Alphinity Investment Management has listed its’ two growing global equities funds on the ASX.

Industry UpdatesFebruary 8, 2023

CFP professionals surpass 213,000 worldwide

The Financial Planning Standards Board (FPSB) has reported that the number of CFP professionals worldwide has surpassed 213,000.

Industry UpdatesFebruary 8, 2023

Lonsec makes three executive appointments

Lonsec Holdings has appointed Bruce Hawkins as chief operating officer, Naomi Christopher as head of marketing and PR, and Steve Garth as chair of the product investment oversight committee.

Industry UpdatesFebruary 7, 2023

Vanguard head of super to depart

Vanguard head of super Michael Lovett will leave the business at the end of February.

Industry UpdatesFebruary 7, 2023

Changes to Allianz Retire+ leadership team

Allianz Retire+ has appointed Jason Hunt, Sandrine de Bonhome, and Sandra Bridgewater to its leadership team.

Industry UpdatesFebruary 7, 2023

FPA and AFA announce EGM dates for merger vote, name change

Members of the Financial Planning Association and Association of Financial Advisers will vote on a proposed merger of the two associations at Extraordinary General Meetings (EGMs) for each association to be held on Tuesday, 28 February 2023.

Industry UpdatesFebruary 6, 2023

Kaplan reporting high enrolments despite potential exp pathway

Despite conjecture around the experience pathway, Kaplan Professional is reporting high enrolment numbers in 2023 for financial advice related courses.

Industry UpdatesFebruary 6, 2023

AIST renews call to measure menopause impact as estimated cost soars

The Australian Institute of Superannuation Trustees (AIST) has increased its estimate of the cost of menopause to more than $112.2 billion as it continued to urge the Federal Government to measure and report on its impact on women’s retirement incomes.

Industry UpdatesFebruary 6, 2023

AZ NGA acquires stake in McLean Delmo Bentleys

AZ Next Generation Advisory (AZ NGA) has acquired a strategic stake in McLean Delmo Bentleys, a mid-tier accounting and advisory firm with over 2000 clients, as the group rapidly expands its Victorian footprint. McLean Delmo Bentleys employs approximately 90 staff across accounting, auditing, insurance, and wealth management. It also has five mortgage broking staff and several […]

Industry UpdatesFebruary 6, 2023