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

Sequoia to acquire Interprac

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

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