GQG Partners nabs Magellan BDM
GQG Partners has appointed Victoria Flygare as director for business development across South Australia and Western Australia, after a 10-year stint at Magellan.
June 22, 2023
Pengana appoints two executives to lead private credit offering
Pengana Capital Group has appointed Nehemiah Richardson and Charles Finkelstein as managing director and chief investment officer of Pengana Credit, respectively.
June 22, 2023
Cbus appoints CIO
Industry fund Cbus Super has promoted deputy chief investment officer Brett Chatfield to the CIO role.
June 22, 2023
May adviser exam sees 63pc pass rate
Over half of candidates passed the May adviser exam, according to results released by ASIC on Friday morning. There were 122 candidates who passed out of a total of 195. Seventy-four per cent of the candidates were sitting the exam for the first time. Of those who have passed: Over 15,810 are recorded as current
June 16, 2023
AMP updates North ROA and retirement calculator functions
AMP has announced two key changes to the North platform around streamlining Records of Advice and the Lifetime Super Calculator. ROAs AMP has enhanced its ROA preparation process, which will help advisers save time, improve data accuracy, and better show the impact of investment switch transactions. The ROA template contains pre-formatted tables and charts detailing
June 15, 2023
HCF Life & UnderwriteMe launch Life Protect Insurance
Not-for-profit insurance company HCF Life has collaborated with software company UnderwriteMe to launch Life Protect Insurance, which provides customers with personalised solutions that consider their respective circumstances, such as lifestyle, medical, and family history. Life Protect Insurance is available online and will replace the existing non-underwritten Smart Term Insurance product. HCF health insurance customers will
June 15, 2023
State Street expands its ETF asset servicing capability
State Street Corporation’s front-to-back asset servicing platform, Alpha, now supports the entire ETF lifecycle with front, middle, and back-office capabilities. The State Street Alpha for ETF Issuers offering integrates Charles River Development’s front-office products with State Street’s ETF servicing capabilities to deliver end-to-end technology and processes for ETF issuers. State Street Alpha provides a centralised
June 14, 2023
Former FPA/FPSB chair awarded OAM
Certified financial planner Neil Kendall has received a Medal of the Order of Australia for his contribution to the financial planning profession. Kendall is the managing director of independent financial planning company Tupicoffs, provided leadership to the Financial Planning Association (now Financial Advice Association) over several years, and has won several professional awards, including the
June 14, 2023
Lipman Burgon adviser receives Gwen Fletcher Memorial Award
The FAAA has presented Lipman Burgon financial adviser Kristine Pham with the Gwen Fletcher Memorial Award for semester one of 2023. Sydney-based Pham joined Lipman Burgon in 2021 and has seven years of experience in financial planning. The Gwen Fletcher Memorial Award is named after the late ‘First Lady of Financial Planning’. It recognises the
June 14, 2023
TelstraSuper chair awarded AM
TelstraSuper’s chair Anne-Marie O’Loghlin has been named Member of the Order of Australia in the 2023 King’s Birthday Honours Awards for her service to the superannuation industry, women’s rights and the wider community. “This is a well-deserved honour for Anne-Marie whose skills and experience including her tireless work and dedication to improving retirement outcomes for
June 14, 2023
TelstraSuper chair awarded AM
TelstraSuper's chair Anne-Marie O'Loghlin has been named Member of the Order of Australia in the 2023 King's Birthday Honours Awards for her service to the superannuation industry, women's rights and the wider community.
June 14, 2023
Cbus appoints Fok as permanent CEO
Cbus Super has appointed Kristian Fok as chief executive and Marianne Walker deputy CEO.
June 13, 2023
