Invesco appoints multi-asset strategy leader
Fund manager Invesco Australia has appointed Scott Bennett as its director of factor investing and multi-asset strategies, based in Melbourne.
November 08, 2023
ART appoints head of investment resilience and planning
Australian Retirement Trust has appointed Jody Fitzgerald as head of investment resilience and planning, in a newly created role.
November 07, 2023
Change to ‘qualified tax relevant provider’ definition
Advisers who are a relevant provider and a registered tax agent now satisfy the definition of a ‘qualified tax relevant provider’ without having to meet the requirements of Division 3 of Part 3 of the Relevant Providers Determination, according to an update from ASIC.
November 07, 2023
Quinbrook launches carbon footprint reporting platform
Asset manager Quinbrook Infrastructure Partners has launched a digital platform, Quintrace, to help customers trace, audit and report their hourly carbon footprint.
November 06, 2023
BT’s PPM transition to Mercer successful
Mercer has announced the transition of BT’s Private Portfolio Management business from Westpac Group to Mercer has been successful.
November 06, 2023
Diversity Council Australia reconfirms MetLife Australia as inclusive employer
Diversity Council Australia has recognised life insurer MetLife Australia as an inclusive employer for the second time.
November 06, 2023
Betashares appoints ED for NZ expansion
ETF manager Betashares has appointed financial services executive Hugh Stevens as executive director, responsible for a range of growth, distribution, and strategic initiatives as part of the firm’s New Zealand expansion. Stevens has over 20 years of experience in financial services and funds management, working across structured debt, project finance, alternative assets, superannuation, and PIE
November 06, 2023
Charges laid after investigation into Sterling Income Trust
Sterling Group founder Raymond Jones, his son Ryan Jones, and director Simon Bell are each facing several criminal charges following ASIC’s investigation into the Sterling Income Trust (SIT) and the collapse of the Sterling First group of companies.
November 03, 2023
Tech start-up launches financial planning software
Technology start-up Elan has launched financial planning software designed exclusively for Australian financial advisers.
November 03, 2023
Count subsidiary acquires accounting firm
Count subsidiary firm Twomeys has acquired Canberra-based accounting firm Allan Watt Accounting (AWA).
November 02, 2023
AZ NGA acquires outsourced HR firm
Professional services company AZ NGA has acquired outsourced human resources company Catalina Consultants as part of its plans to build out the range of business support solutions it offers its expanding network of financial advisory and accounting firms.
November 02, 2023
Australia’s first Sukuk active ETF launched by Hejaz Group
Islamic Finance provider Hejaz Group has launched Australia’s first Sukuk active ETF, enabling investors to access a Shariah-compliant bond alternative product.
November 02, 2023
