Aware Super appoints COO in executive team shake-up
Aware Super has reorganised its executive team, appointing HESTA chief financial officer Sally Collins as chief operating officer with an expanded remit.
February 07, 2024
Novigi acquires QMV Solutions
Novigi has completed its acquisition of QMV Solutions, an advice, data and technology business.
February 07, 2024
PIFA launches independent advice week
The Profession of Independent Financial Advisers has launched Independent Financial Advice Week, an event designed to facilitate public access to financial advice.
February 07, 2024
Count firm acquires Victorian firm’s accounting client book
Count has acquired the accounting client book of Melbourne-based May Klye & Associates via member firm Bruce Edmunds & Associates.
February 07, 2024
Almost half of Australians worried about financial stability: Research
Amid uncertainties, Australians are worried about their financial situation and looking out for their family in case of unexpected events, according to report from life insurer NobleOak.
February 06, 2024
iExtend secures debt funding and CAR
iExtend has secured its first round of debt funding to support future growth, following its engagement with ASIC last year to be granted a new retail AFSL.
February 06, 2024
Aldersley Capital partners with OpenInvest
Boutique asset manager Aldersley Capital has launched its whitelabelled online wealth management solution, Aldersley Capital Direct via the OpenInvest platform.
February 06, 2024
Mason Stevens partners with WA wealth management firm
WA-based wealth management firm Euroz Hartleys has partnered with Mason Stevens to utilise its outsourced chief investment office offering.
February 06, 2024
CALI warns against using genetic test for insurance underwriting
The Council of Australian Life Insurers has come out to support a ban on using genetic test results in insurance underwriting, ensuring Australians are not deterred from taking the test to manage their health.
February 02, 2024
Sequoia acquires paraplanning service firm
Sequoia Financial Group has acquired the assets of Clique Paraplanning, a national paraplanning service with employees and contractors primarily in Melbourne and Sydney.
February 02, 2024
UniSuper hires new chief risk officer from Cbus
UniSuper has nabbed fellow industry fund Cbus’ talent Wade Martin as its new chief risk officer.
February 02, 2024
Count firm acquires Melbourne accounting firm’s client book
Advice network Count has acquired the accounting client book of Business Accounting Melbourne via its subsidiary firm Kidmans Partners.
February 01, 2024
