Allianz Retire+ bolsters distribution team with two new state managers

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Allianz Retire+ has announced two new appointments for its wealth management team following the launch of its longevity solution AGILE. Stephen Armstrong joins the retirement income specialists in the newly... Read more continue reading

ASX enters into agreement to sell entire investment in Yieldbroker 

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ASX is pleased to announce that it has entered into a binding agreement to sell 100% of its interest in Yieldbroker Pty Limited (Yieldbroker) to a wholly owned subsidiary of... Read more continue reading

Federated Hermes appoints investment manager for its UK Nature Impact strategy

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Federated Hermes has appointed Andy Turnbull to the role of Senior Investment Manager for its innovative new UK Nature Impact investment strategy, effective immediately. He will report to Robert Hall,... Read more continue reading

Fourth Line restructures leadership team to execute new technology roadmap to AI

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Fast-growing Regtech, Fourth Line, has undertaken a strategic leadership transition to expedite its goal of fully automating the financial advice assurance process, while simultaneously maintaining the company’s robust sales growth.... Read more continue reading

ASX appoints Tim Whiteley as Chief Information Officer

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ASX has announced the appointment of Tim Whiteley as Chief Information Officer (CIO), effective 1 July 2023. As CIO, Tim will be responsible for the Group’s enterprise technology functions, technology... Read more continue reading

Morgan Stanley Investment Management appoints Michael Levin as Head of Asia

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Morgan Stanley Investment Management (“MSIM”) announces that Michael Levin will join the Firm as Head of MSIM Asia. In this role, Mr Levin will be responsible for overseeing the Firm’s... Read more continue reading

Asendium announces strategic partnership with Enzumo for dynamic SoA creation

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Financial advice disruptor Asendium has announced a strategic partnership with Enzumo, an Australian specialist financial planning software customisation business with a national licensee customer base. Asendium continues to transform the... Read more continue reading

BT bolsters team appointing Head of Distribution  

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BT has appointed Jason Brown to lead its platforms’ distribution team as it continues to invest in BT Panorama’s digital capability, platform features and managed accounts offer. Mr Brown has... Read more continue reading

AstuteWheel celebrates 11th anniversary with launch of AstuteWheel 4.0

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AstuteWheel Managing Director, Hans Egger, says the goal when AstuteWheel was first launched in 2012 was to deliver an online program that makes advice practices become more efficient and compliant... Read more continue reading

AMP releases Digital Advice Market Scan

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AMP has released its Digital Financial Advice Market Scan, a report examining the current digital advice landscape in Australia. Commissioned in partnership with KPMG, the report is intended for use... Read more continue reading