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Spark Financial Group launches digital investing solution

11/04/202305/04/2023 by Industry Updates

Spark Financial Group has launched a white label digital investing solution called Spark Invest, developed in conjunction with investment platform OpenInvest.

Categories Industry Updates Tags digital investing solution, OpenInvest, Spark Financial Group, Spark Invest Leave a comment

Fidelity launches metaverse experience

11/04/202305/04/2023 by Industry Updates

Fidelity International has launched a metaverse experience called Fidelity International Campus that aims to encourage financial literacy and educate users on the importance of financial planning, money management and investing.

Categories Industry Updates Tags Fidelity International Leave a comment

Fortnum appoints practice engagement and growth manager

11/04/202305/04/2023 by Industry Updates

Fortnum Private Wealth has appointed former senior Insignia Financial advice delivery consultant Samantha Sun as practice engagement and growth manager for Victoria, South Australia, and Tasmania.

Categories Industry Updates Tags Fortnum Leave a comment

Governance leader appointed to NZ Super guardians board

05/04/202305/04/2023 by Industry Updates

Governance leader Fiona Oliver has been appointed to the board of the Guardians of New Zealand Superannuation.

Categories Industry Updates Tags governance, Guardians of New Zealand Superannuation, Fiona Oliver Leave a comment

Govt announces YFYS test changes

05/04/202304/04/2023 by Industry Updates

The Government has announced several proposed changes for the Your Future, Your Super performance test, which it will consult on.

Categories Industry Updates Tags “superannuation Leave a comment

MLC appoints two executives to retail distribution team

11/04/202304/04/2023 by Industry Updates

MLC Life Insurance has appointed Jarrad Wilson and Rob Dassie as head of distribution for the northern region and southern region, respectively. 

Categories Industry Updates Tags MLC Life Insurance Leave a comment

FPSB updates global financial planning standards

11/04/202304/04/2023 by Industry Updates

The Financial Planning Standards Board (FPSB) has released updated global financial planning standards.

Categories Industry Updates Tags regulation, standards, financial planning, FPSB, Global Financial Planning Standards Leave a comment

Do superannuation fund members benefit from large fund size?

03/04/2023 by Scott Lawrence and Geoff Warren

It is time to abandon ‘the size is good’ mantra that is helping drive a wave of merger activity among super funds in Australia. Focus should turn towards whether large and growing funds have effective operating models to succeed at scale.

Categories Featured Homepage Posts, Industry & regulation, Mergers & acquisitions, Business strategy, Investments Leave a comment

Infocus launches new functionality

11/04/202303/04/2023 by Industry Updates

Infocus has launched the ‘Magic Button’ functionality which will integrate the licensees advice management system PlatformplusAMS and platform PlatformplusWRAP.

Categories Industry Updates Tags infocus Leave a comment

ART has no plans to expand into complex advice: Fuchs

03/04/202303/04/2023 by Glenda Korporaal

The head of advice for Australia’s second largest superannuation fund, Anne Fuchs, says Australian Retirement Trust sees financial advisers as an important source of revenue for the fund and support for those members who will need complex financial advice as they head towards retirement.

Categories Featured Homepage Posts, Leadership & profiles, Financial Advice, Retirement Leave a comment

FPA & AFA officially merge to become FAAA

11/04/202303/04/2023 by Industry Updates

The FPA and the AFA have merged to form the Financial Advice Association Australia (FAAA), with AFA president Sam Perara stepping away from the merged entity.

Categories Industry Updates Tags Financial Advice Association Australia, merger, FPA, AFA Leave a comment

intelliflo appoints BDMs

11/04/202303/04/2023 by Industry Updates

Advice tech provider intelliflo has appointed Kate Fellows and Aaron Thiele as business development managers.

Categories Industry Updates Tags BDMs, intelliflo, appointments Leave a comment
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Investment Magazine provides in-depth, monthly analysis of trends and developments for all the businesses in which superannuation funds engage‚ including asset allocation, investment manager selection, custody and fund accounting, member administration, group insurance and compliance.

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