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Daily news for financial services professionals
Aust Ethical, Janus Henderson make new hires
25-Sep-2017
Michael Monaghan has been appointed to the board of wealth manager Australian Ethical Investments as a non-executive director. Monaghan has more than 30 years’ experience in investment, consulting and lead.. Read More
20-Jun-2017
Listed financial planning company Sequoia Financial Group will acquire independent licensee Interprac for $12.83 million in a deal that will complement both groups’ strategic goals while adding significant scal.. Read More
SuiteBox homes in on dealer groups
14-Jun-2017
Digital meeting place provider SuiteBox has added another adviser group to its client list and expected to sign a deal with a large accounting firm shortly. Centrepoint Alliance was the second dealer group to pa.. Read More
ACBC unveils CIO, braces for SMA expansion
08-Jun-2017
Australian Corporate Bond Company (ACBC) has promoted Ian Martin to the newly-created position of chief investment officer as the company positions itself for further growth and product innovation. Martin was a .. Read More
Link Group acquires Adviser Network
06-Jun-2017
Link Group has acquired Adviser Network from Lonsec Fiscal Holdings in a deal that complements the existing product suite offered by the company’s information, digital and data solutions (IDDS) division. .. Read More
Familiar faces re-emerge at AFA, IRESS
02-Jun-2017
The Association of Financial Advisers (AFA) has re-appointed its former chief operating officer as general manager of policy and professionalism following his retrenchment from wealth management firm netwealth late l.. Read More
Innovative engagement vital for advice future
01-Jun-2017
While the incoming educational standards regime was a significant step for the professionalism of financial advice, financial planners needed to become more innovative in how they engaged with clients, according to t.. Read More
Zurich life insurance gets facelift
30-May-2017
Zurich Financial Services Australia has revamped its life insurance offering in a bid to inject more choice, value and quality into its product range for advisers and their clients. The update is the company&rs.. Read More
Western Asset, IOOF make appointments
24-May-2017
Legg Mason fixed income specialist affiliate Western Asset has welcomed Jonathan Baird to the fold in the newly created role of investment specialist and client executive. Based in Melbourne, Baird will focus o.. Read More
ASIC re-appoints Armour, ups standards focus
24-May-2017
The federal government has extended the tenure of ASIC commissioner Cathie Armour to 2022. Armour, who was first appointed on a four-year term under the Gillard government in June 2013, will continue as an ASIC .. Read More
Pathway extends Xplan with alliance
19-May-2017
Pathway has partnered with SuiteBox to extend its Xplan Model Office service, allowing adviser access to a digital forum to conduct online video meetings and sign documents with clients. Advisers will be able to.. Read More
