Mercer’s Bryant to lead parent company’s Pacific operations
Mercer Pacific president David Bryant will take on dual roles and has been named CEO of Marsh McLennan Pacific. In a press release from Mercer, it said Bryant would commence in the new role from 1 March. Marsh McLennan is the parent company of Mercer, as well as insurance broker and risk management firm Marsh,
February 13, 2023
Kaplan sees boost in CPD content usage amid further content launches
There have been almost 325,000 competitions of digital CPD modules in Kaplan Professional’s financial adviser content library, Ontrack, in 2022. Despite the industry losing thousands of advisers annually since the Hayne royal commission, the education provider noted this a 15 per cent increase over the previous year. There are close to 26,000 subscribers to Kaplan’s
February 13, 2023
Munro Partners appoints portfolio manager
Munro Partners has appointed Qiao Ma to the role of portfolio manager. Ma has 15 years of experience in finance and investing, with a focus on global long/short equities. Before joining Munro, she was a portfolio manager at the Melbourne-based Cooper Investors. Prior to that, she spent nearly a decade with hedge funds in New
February 13, 2023
ACMA instructed to investigate implementation of SMS ID register
The government has requested the Australian Communications and Media Authority (ACMA) investigate the implementation of a SMS sender ID register. In a joint media release on Monday morning on behalf of the communications and financial services portfolios, it said this system has been successfully used to deter scammers in other countries. Sender ID scams trick
February 13, 2023
Australian Ethical appoints general counsel & senior equities analyst
Australian Ethical has appointed Mellanie Lumby as general counsel and Michelle Wigglesworth as senior equities analyst. Wigglesworth has over 17 years of experience in funds management, with a background in conducting detailed fundamental research and valuation of Australian equities. Her expertise covers ASX-listed banks, real estate, insurance, diversified financials, and technology. She most recently served
February 10, 2023
Rest appoints Scott Tully to six-month deal
Industry fund Rest has appointed Scott Tully to a six-month contract as head of investment option development.
February 09, 2023
Australian Retirement Trust picks State Street as custodian
Australian Retirement Trust (ART) has selected State Street Corporation as custodian and investment administrator following a competitive tender process. ART is the merger of Sunsuper and QSuper. The combined super fund has more than A$230 billion assets under management. ART’s chief financial officer Anthony Rose said in a media release the appointment of State Street
February 08, 2023
Lonsec makes three executive appointments
Lonsec Holdings has appointed Bruce Hawkins as chief operating officer, Naomi Christopher as head of marketing and PR, and Steve Garth as chair of the product investment oversight committee. Hawkins has over 30 years of experience in financial services with an extensive track record across investment platforms, superannuation, and life insurance. He has held several
February 07, 2023
Changes to Allianz Retire+ leadership team
Allianz Retire+ has appointed Jason Hunt, Sandrine de Bonhome, and Sandra Bridgewater to its leadership team.
February 07, 2023
FPA and AFA announce EGM dates for merger vote, name change
Members of the Financial Planning Association and Association of Financial Advisers will vote on a proposed merger of the two associations at Extraordinary General Meetings (EGMs) for each association to be held on Tuesday, 28 February 2023.
February 06, 2023
Kaplan reporting high enrolments despite potential exp pathway
Despite conjecture around the experience pathway, Kaplan Professional is reporting high enrolment numbers in 2023 for financial advice related courses.
February 06, 2023
AIST renews call to measure menopause impact as estimated cost soars
The Australian Institute of Superannuation Trustees (AIST) has increased its estimate of the cost of menopause to more than $112.2 billion as it continued to urge the Federal Government to measure and report on its impact on women’s retirement incomes. CEO Eva Scheerlinck said AIST’s previous estimate of between $17 billion and $35 billion was
February 06, 2023
