AMP CFO to depart
AMP chief financial officer James Georgeson will depart the company with Peter Fredricson to commence in the role from 9 January 2023.
Perpetual’s new executive committee named
Perpetual CEO Rob Adams will lead the combined group once the acquisition of Pendal is complete.
JANA appoints new general manager for strategy and innovation
Investment consulting organisation JANA has appointed Lauren O’Neill as the new general manager for strategy and innovation, replacing Georgina Dudley, who is taking on the role of CEO at the start of December.
Franklin Templeton marks 75th anniversary
Global investment management firm Franklin Templeton marked its 75th anniversary this month.
Nanuk New World Fund added to CFS FirstChoice platform
Global equities fund Nanuk New World Fund (NNUK) has been added to the Colonial First State FirstChoice platform.
EP18: Some bold reforms are needed to bring retirement advice to masses
Jeremy Cooper, former chairman, Retirement Income at Challenger, and Kate McCallum, director and wealth adviser, Multiforte Financial Services, bring to life the realities of retirement advice – where it is now, how it can be better and what to retiring Australians really need to know. Both Cooper and McCallum praise Michelle Levy’s Quality of Advice Review for its call for bold reforms in the sector that they believe will remove barriers for more Australians to access good advice.
MetLife launches digital campus for advisers
MetLife Australia has launched a new digital education hub for financial advisers called MetLife Campus.
Centrepoint Alliance anticipates revenue growth thanks to licensee fees
Centrepoint Alliance’s revenue for the first half of the new financial year has been forecasted to grow 5 per cent which is driven by a boost in licensee fees collected.
AZ NGA acquires SCM after competitive tender process
Professional services advisory company AZ Next Generation Advisory (AZ NGA) has acquired SCM Financial Group following a competitive tender process.
Martin Currie appoints new client portfolio manager
The active equity specialist investment manager of Franklin Templeton, Martin Currie Australia, has appointed Ross Kent to the position of client portfolio manager.
HESTA, AXA push into social and affordable housing
HESTA and AXA announced separate initiatives to develop new social and affordable housing projects in Australia in a move to spearhead the mobilisation of institutional capital into the fledging asset class.
PRI at crossroads of development: Atkin
The Principles for Responsible Investment is at the crossroads of its development and is looking to update its strategy, program of work and operating model to ensure it serves the needs of its signatories in a more uncertain investment environment.
