FAAA appoints marketing & communications manager
The Financial Advice Association has appointed Ben Rutherford as marketing and communications manager. Rutherford will be responsible for FAAA marketing and communications activity and promoting awareness and understanding of the value of financial advice amongst consumers and adjacent professions. He will also build awareness of the Certified Financial Planner designation among the financial planning community
July 10, 2023
Young Australians ‘unrealistic and confused’ about retirement
Australians aged under 35 years old are more “unrealistic and confused” about their retirement future than older generations, according to research from Aware Super.
July 06, 2023
AustralianSuper pinches Paula Benson from IFM
AustralianSuper has appointed Paula Benson as chief officer of strategy and corporate affairs. She has worked in funds management, banking, resources, healthcare and infrastructure, and is as a senior corporate affairs executive and non-executive director. Benson was recently the global head of marketing, brand, and communications at IFM Investors. Prior to this, she was the
July 06, 2023
Ignition nabs Mason Stevens CTO
Ignition Advice has appointed Masons Stevens chief technology officer Enda Mahoney to lead the digital advice firm’s platform and product division. In addition to his previous role at Mason Stevens, he has held senior leadership positions in fintech and institutional firms, including SS&C, Bravura, Blackrock Solutions, Macquarie Bank, Colonial First State, and BT Financial Group.
July 06, 2023
Recruit 2 Advice expands recruitment services with further hires
Recruit 2 Advice, a provider of recruitment and advisory solutions in the financial services industry, appointed John Rey Baclayon and Graham Smith as client services specialist and consultant, respectively. Both have a significant amount of experience in the financial services industry.
July 05, 2023
Bentham appoints to wholesale distribution manager
Investment manager Bentham Asset Management has promoted Larry Francis to wholesale distribution manager for NSW and Queensland. Francis has more than seven years of experience across sales and distribution roles, and has a strong background in the credit asset management sector. Before joining Bentham’s distribution team over three years ago, he worked at Clime Asset
July 05, 2023
Valuation frequency must be weighed carefully: Frontier
Investment consultancy Frontier Advisors is working with Australian asset owners to hold fund managers accountable for appropriate valuation of unlisted assets. Frontier said in a media release on Wednesday that embedding a continuous increase in valuation frequency comes at a cost that must be weighed up carefully, because members ultimately wear it. At a time
July 05, 2023
Global X launches commodities ETF on ASX
ETF provider Global X has launched the Bloomberg Commodity ETF (Synthetic) (BCOM) on the ASX.
July 05, 2023
Jollie to step down as abrdn MD
Brett Jollie will step down as managing director of abrdn on 21 July due to the completion of the restructuring of the Australian arm of the business. His career with abrdn spans 23 years, including the last 14 years as managing director. His previous roles included head of distribution and chief operating officer. “This is
July 04, 2023
FAAA achieves over 8700 membership renewals
The Financial Advice Association Australia has achieved over 8,700 membership renewals in the 2024 financial year. AFA heritage members numbered 2489 across all categories at the start of the renewal process. In total, 1563 had transferred to the FAAA by 30 June, with 146 advising they were not planning to move. The remainder includes duplicate
July 04, 2023
Investors grappling with cost management challenges
An asset owner survey conducted by bfinance has found that investors worldwide are grappling with cost management challenges amid persistent inflation, heightened ESG requirements, and regulatory burdens. Nearly 200 asset owners (including pension funds, insurers, and endowments) in 22 countries were surveyed. The findings have been published in the ‘Investors’ Costs and Fees’ report, dated
July 03, 2023
