Aldersley Capital partners with OpenInvest
Boutique asset manager Aldersley Capital has launched its whitelabelled online wealth management solution, Aldersley Capital Direct via the OpenInvest platform.
Mason Stevens partners with WA wealth management firm
WA-based wealth management firm Euroz Hartleys has partnered with Mason Stevens to utilise its outsourced chief investment office offering.
‘Force to be reckoned with’: AustralianSuper expands NYC footprint
Former AustralianSuper chair Heather Ridout says the mega-fund’s new Manhattan office space is a symbol of the resilience and ambition of the nation’s business community. Now Australia’s Consul-General in New York, Ridout was one of a number of luminaries who celebrated the milestone.
ASIC warns failed net zero pledges could skirt on misleading conduct
Superannuation fund chairs have not given up hope their organisations can meet their net zero and decarbonisation commitments. But ASIC deputy chair Sarah Court has warned that if the process is not done right, they could possibly land on the side of false and misleading conduct, setting up a new theatre in the regulator’s war on greenwashing.
CALI warns against using genetic test for insurance underwriting
The Council of Australian Life Insurers has come out to support a ban on using genetic test results in insurance underwriting, ensuring Australians are not deterred from taking the test to manage their health.
Sequoia acquires paraplanning service firm
Sequoia Financial Group has acquired the assets of Clique Paraplanning, a national paraplanning service with employees and contractors primarily in Melbourne and Sydney.
UniSuper hires new chief risk officer from Cbus
UniSuper has nabbed fellow industry fund Cbus’ talent Wade Martin as its new chief risk officer.
Jones gears up for election fight on ‘kooky’ super policies
Stephen Jones says he is “100 per cent up for a fight” with the Coalition over superannuation policy at the next election. But the Minister for Financial Services will have a tough task balancing preserving compulsory super while criticising the sector over retirement and complaints.
Count firm acquires Melbourne accounting firm’s client book
Advice network Count has acquired the accounting client book of Business Accounting Melbourne via its subsidiary firm Kidmans Partners.
FAAA members hit with phishing email
The Financial Advice Association has warned its members against what appears to be a phishing email from CEO Sarah Abood on Wednesday.
Equity Trustees adds Clearview and Guild Super to client list
Equity Trustees has become the superannuation trustee of Clearview and Guild Super, adding $5 billion in funds under supervision.
FAAA publishes pre-budget submission
The Financial Advice Association has published its FY25 pre-budget submission, with a focus on reducing the cost of professional financial advice.
