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FAR commences displaying tax (financial) advice status

06/02/202303/02/2023 by Industry Updates

The ASIC Financial Advisers Register now officially displays whether financial planners can provide tax (financial) advice.

Categories Industry Updates Tags asic far, tax (financial) advice, ASIC Leave a comment

Cbus Super appoints portfolio strategist and senior analyst

06/02/202303/02/2023 by Industry Updates

Cbus Super has appointed Divya Jain and Nathan Cotton as portfolio strategist and senior analyst, respectfully.

Categories Industry Updates Tags Cbus Super Leave a comment

AMP completes infrastructure deal with DigitalBridge

06/02/202303/02/2023 by Industry Updates

AMP has completed the sale and transfer of the Collimate Capital international infrastructure equity business to DigitalBridge Group.

Categories Industry Updates Tags &amp, DigitalBridge Leave a comment

Open letter from 15 FPA and AFA leaders endorses merger

06/02/202303/02/2023 by Industry Updates

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.

Categories Industry Updates Tags FPA, AFA, fpa afa merger Leave a comment

Sequoia appoints investment manager

06/02/202303/02/2023 by Industry Updates

Sequoia Financial Group has appointed Winston Sammut to the role of investment manager.

Categories Industry Updates Tags Sequoia Financial Group, Winston Sammut Leave a comment

Future2 Foundation announces grant recipients

06/02/202303/02/2023 by Industry Updates

The Financial Planning Association’s Future2 Foundation has awarded $149,000 to 15 not-for-profit organisations in its 2022 funding round.

Categories Industry Updates Tags Future2 Foundation, Financial Planning Association Leave a comment

Class appoints BDM 

06/02/202302/02/2023 by Industry Updates

Class has appointed David Goldsmith as business development manager.

Categories Industry Updates Tags class’, David Goldsmith Leave a comment

Zurich launches fourth global start-up competition

06/02/202302/02/2023 by Industry Updates

Zurich Insurance Group has launched the fourth edition of its Innovation Championship, a global open innovation contest with start-ups in the insurance sector.

Categories Industry Updates Tags Innovation Championship, zurich Leave a comment

SMSF Association offers pathway for FPA members to gain SSA designation

06/02/202302/02/2023 by Industry Updates

The SMSF Association has joined forces with the Financial Planning Association to launch an express pathway for the SMSF Specialist Advisor (SSA) designation.

Categories Industry Updates Tags Financial Planning Association, FPA, SMSF Association, SMSF Specialist Advisor, SSA Leave a comment

Fee renewal reminders among Netwealth notification upgrades

06/02/202302/02/2023 by Industry Updates

Netwealth has upgraded its notification system to improve notifications for advice fee renewals, amongst over 40 feature additions.

Categories Industry Updates Tags netwealth Leave a comment

Ignition Advice appoints non-executive director

06/02/202302/02/2023 by Industry Updates

Digital advice provider Ignition Advice has appointed Ken Lambden to its board as a non-executive director.

Categories Industry Updates Tags Ignition Advice, Ken Lambden Leave a comment

TAL adds 20 courses into Risk Academy program

06/02/202302/02/2023 by Industry Updates

Risk specialist TAL has introduced 20 new courses into its 2023 Risk Academy program, as well as series focused on tech and ethics.

Categories Industry Updates Tags TAL, Risk Academy 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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