AZ Next Generation Advisory (AZ NGA) has acquired a strategic stake in McLean Delmo Bentleys, a mid-tier accounting and advisory firm with over 2000 clients, as the group rapidly expands its Victorian footprint.
Magellan head of marketing Lucy Briggs has departed the troubled fund manager to join Schroders Australia in the same role.
The ASIC Financial Advisers Register now officially displays whether financial planners can provide tax (financial) advice.
Cbus Super has appointed Divya Jain and Nathan Cotton as portfolio strategist and senior analyst, respectfully.
AMP has completed the sale and transfer of the Collimate Capital international infrastructure equity business to DigitalBridge Group.
The importance of the proposed merger between the Association of Financial Advisers and Financial Planning Association has been highlighted in an open letter by 15 current or former leaders of both associations.
Sequoia Financial Group has appointed Winston Sammut to the role of investment manager.
The Financial Planning Association’s Future2 Foundation has awarded $149,000 to 15 not-for-profit organisations in its 2022 funding round.
Class has appointed David Goldsmith as business development manager.
Zurich Insurance Group has launched the fourth edition of its Innovation Championship, a global open innovation contest with start-ups in the insurance sector.
The SMSF Association has joined forces with the Financial Planning Association to launch an express pathway for the SMSF Specialist Advisor (SSA) designation.
Netwealth has upgraded its notification system to improve notifications for advice fee renewals, amongst over 40 feature additions.
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We acknowledge the Traditional Custodians of this land upon which Conexus Financial sits, the Cadigal of the Eora Nation. We recognise their continuing connection and unique cultural and spiritual relationships to the land, waters and community. We pay our deepest respects to them and their culture, and to Elders both past and present.
