Amid uncertainties, Australians are worried about their financial situation and looking out for their family in case of unexpected events, according to report from life insurer NobleOak.
iExtend has secured its first round of debt funding to support future growth, following its engagement with ASIC last year to be granted a new retail AFSL.
Boutique asset manager Aldersley Capital has launched its whitelabelled online wealth management solution, Aldersley Capital Direct via the OpenInvest platform.
WA-based wealth management firm Euroz Hartleys has partnered with Mason Stevens to utilise its outsourced chief investment office offering.
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.
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.
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 Financial Group has acquired the assets of Clique Paraplanning, a national paraplanning service with employees and contractors primarily in Melbourne and Sydney.
UniSuper has nabbed fellow industry fund Cbus’ talent Wade Martin as its new chief risk officer.
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.
Advice network Count has acquired the accounting client book of Business Accounting Melbourne via its subsidiary firm Kidmans Partners.
The Financial Advice Association has warned its members against what appears to be a phishing email from CEO Sarah Abood on Wednesday.
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