Netwealth sees 10pc FUA boost and enhanced offerings to end 2022
Netwealth has seen a 10 per cent boost in funds under administration despite negative market movements.
Industry UpdatesJanuary 19, 2023
Matthew Rowe joins Kofkin Bond & Co as advisory board chair
Former CountPlus CEO Matthew Rowe has joined financial advisory group Kofkin Bond & Co as chair of the advisory board.
Industry UpdatesJanuary 19, 2023
AZ NGA appoints Dan Heckendorf as CFO
AZ Next Generation Advisory (AZ NGA) has appointed former Pepper Money executive Dan Heckendorf as chief financial officer.
Industry UpdatesJanuary 18, 2023
LGT Crestone appoints two senior advisers
Wealth management firm LGT Crestone has appointed Amanda Hing and Ashlea Somerset into senior advice roles.
Industry UpdatesJanuary 18, 2023
Lumiant integrates with Xplan
Advice and client engagement platform Lumiant has integrated with Xplan, which it said will remove the need for double data entry.
Industry UpdatesJanuary 17, 2023
Diverger boosts cybersecurity capabilities with acquisition of Priority Networking
Financial services company Diverger has acquired Priority Networking, a technology services firm.
Industry UpdatesJanuary 17, 2023
HUB24 net flows down after recording breaking quarter
HUB24 has received net inflows of $2.8 billion in Q2 FY23, down 23.6 per cent compared to record inflows achieved in Q2 FY22, according to the platform provider.
Industry UpdatesJanuary 17, 2023
Apex awarded Capital Prudential Real Estate Master Trust mandate
Capital Prudential Manager has appointed global financial services provider Apex to support the Capital Prudential Real Estate Master Trust.
Industry UpdatesJanuary 17, 2023
Hughes to depart ASIC and join Vanguard
ASIC commissioner Sean Hughes will end his term on 3 February 2023, after accepting a role with Vanguard as Australian head of office of general counsel.
Industry UpdatesJanuary 17, 2023
DomaCom sees client boost, re-lists on ASX
Fractional investment platform for advisers, DomaCom, has reported customer accounts numbered 2,180 by the end of the December 2022 quarter, 49 per cent year on year (YoY).
Industry UpdatesJanuary 16, 2023
Managed account product launches double
The number of managed account product launches in 2022 doubled compared to the rolling five-year average, according to data from APIR Systems.
Industry UpdatesJanuary 16, 2023
Talaria appoints Elizabeth Ninness as COO
Talaria Asset Management has appointed Elizabeth Ninness as chief operating officer, replacing Rhys Cahill, who held the position since November 2020.
Industry UpdatesJanuary 16, 2023