MyNextAdvice and My Dealer Services offer technology solution to Advisers

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MyNextAdvice Pty Ltd and My Dealer Services Pty Ltd have announced a partnership to offer advisers a technology solution to enable a deeper understanding of their client relationships and, ultimately,... Read more continue reading

M&A opportunities abound for cashed up businesses

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Despite a decrease in the number of merger and acquisitions (M&A) transactions in the second quarter of FY22, the average deal value has increased significantly, according to the latest Australian... Read more continue reading

One of the oldest investors in Chinese onshore markets receives local AFSL approval 

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One of the earliest quantitative investors in China’s ‘A’ shares market, Mingshi Investment Management, has just been granted an Australian Financial Services Licence (AFSL) to operate in Australia. Mingshi, which... Read more continue reading

BT launches new brand campaign as it builds the ‘new BT’

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BT, one of Australia’s leading wealth management businesses, has launched its first brand campaign in over two years. The refresh showcases its technical and investing knowhow to boost brand consideration... Read more continue reading

Zurich Australia announces leadership appointment to Life & Investments Operations team

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Zurich Life & Investments is pleased to announce the appointment of Suzi Leung to the role of Chief Claims Officer, effective immediately. Suzi will be reporting to Hilary Bates, Chief... Read more continue reading

Prime Value strengthens equities team with new portfolio manager Mike Younger

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Boutique investment house, Prime Value Asset Management, has strengthened its equities team with the senior appointment of Mike Younger as a Portfolio Manager. Mike Younger has more than 20 years’... Read more continue reading

Bravura appoints Paul Dunn as APAC Managing Director to support business growth

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Bravura Solutions Limited (ASX:BVS) (Bravura) has announced that it has promoted Paul Dunn to the role of APAC Managing Director. Dunn was previously Client Relations and Sales Director for APAC... Read more continue reading

ECP Asset Management appoints Lachlan Hodgkinson as business development manager

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ECP Asset Management has appointed Lachlan Hodgkinson as business development manager to expand the company’s national product distribution. This will bring ECP’s institutional distribution in-house, taking over from Principals Funds... Read more continue reading

Key observations from reporting season

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Four key global themes are emerging from the latest February reporting season, proving that inflation is only one of many factors investors and advisers need to consider, according to global... Read more continue reading

Holistic retirement planning pilot highlights opportunity to boost financial literacy, advice adoption and confidence in Australians

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Following the successful completion of a holistic retirement planning pilot study in August 2021, Macquarie University, in collaboration with Allianz Retire+, calls for financial advisers to join the Australian Research... Read more continue reading